Profit Sharing · DOL Form 5500 · 2024
Lifetime Assistance, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,382
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $24,195
- Avg per participant Low balance/head
Official DOL plan name: Lifetime Assistance, Inc. Employee Retirement Plan · Sponsored by Lifetime Assistance, Inc. · New York · Other Services
$33M in assets, 1,382 participants
Lifetime Assistance, Inc.'s Lifetime Assistance, Inc. Employee Retirement Plan reported $33M in total assets and 1,382 participants in its 2024 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,923 in Other Services (7,719 peers)
Where Lifetime Assistance, Inc. Employee Retirement Plan sits by assets
Lifetime Assistance, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 1,382 participants (~$24,195/participant), up 5.3% in 2024.
- #6,923
- in Other Services (7,719 peers)
- +5.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lifetime Assistance, Inc. Employee Retirement Plan's outsized position by total assets
Lifetime Assistance, Inc. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,437,457 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lifetime Assistance, Inc. Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifetime Assistance, Inc. Employee Retirement Plan lands in the large band (1,382 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifetime Assistance, Inc. Employee Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lifetime Assistance, Inc. Employee Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Lifetime Assistance, Inc. Employee Retirement Plan reported participants rose from 1,333 in the plan year 2023 filing to 1,382 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222221158 · Lifetime Assistance, Inc. PY 2024 · Profit Sharing
Lifetime Assistance, Inc. Employee Retirement Plan · $33M · 1,382 · 79th
- PHOTO $33M
- IND 1,382
- EOY 79th
- 5500 Profit Sharing
- ASSETS near American Society of Civil Engineers Defined Contribution Retirement Plan
- PCT ind #6923
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →
Lifetime Assistance, Inc. Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 222221158 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifetime Assistance, Inc.)
Sponsor-wide plan assets over time
All Lifetime Assistance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 20.470998886819515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,331 | $28M |
| 2023 | 1 | 1,333 | $32M |
| 2024 | 1 | 1,382 | $33M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Lifetime Assistance, Inc. Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is American Society of Civil Engineers Defined Contribution Retirement Plan in VA ($33M); by covered participants it is I.U.P.a.T. of Western PA Annuity Fund in OH (1,386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,382 participants); asset peers above are excluded.
- I.U.P.a.T. of Western PA Annuity Fund (OH) 1,386 · 4 off
- Cic Defined Contribution Retirement Plan (WA) 1,378 · 4 off
- NECA Lu No 313 IBEW Deferred Income Plan (PA) 1,372 · 10 off
- New Orleans Electrical Annuity Plan (TN) 1,393 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.