Profit Sharing · DOL Form 5500 · 2024

Lifetime Assistance, Inc. Profit Sharing Plan

Data updated 2026-08-11

$33M
Total assets: 1,382
Participants: 79th
Percentile by assets: $24,195
Avg per participant

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.

79th percentile by assets (of 123,622 plans)
#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.

$33M
total plan assets (2024 EOY): 1,382
covered participants: 79th
percentile by assets (of 123,622 plans): $24,195
avg assets per participant

Where Lifetime Assistance, Inc. Employee Retirement Plan sits 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 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.

See the national 2023→2024 release diff →

State

New York

Industry

Other Services

Lifetime Assistance, Inc. Employee Retirement Plan vs the 2024 asset distribution

By assets, Lifetime Assistance, Inc. Employee Retirement Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Lifetime Assistance, Inc. plans on file

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.

Lifetime Assistance, Inc. Employee Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Compare Lifetime Assistance, Inc. Employee Retir… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Lifetime Assistance, Inc. Employee Retirement Plan by total assets, not by location.

American Society of Civil Engineers Defined Contribution Retirement Plan (VA) $33M · 206
Employers and Laborers Local 100 & 397 Supplemental Annuity Plan (MO) $34M · 786
Sobel Medical Consultants, PC Profit Sharing Plan (AZ) $34M · 21
Saint Martin's University 403(b) Plan (WA) $34M · 453

Frequently Asked Questions

How did Lifetime Assistance, Inc. Employee Retirement Plan assets move in 2024? ▼

Lifetime Assistance, Inc. Employee Retirement Plan grew at a solid clip - up 5.3% during 2024, from $32M to $33M. Reported net income was $2M.

How have Lifetime Assistance, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lifetime Assistance, Inc.'s sponsor-wide assets grew 20.5%, from $28M to $33M.

Where does Lifetime Assistance, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼

Lifetime Assistance, Inc. Employee Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Lifetime Assistance, Inc. Employee Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is American Society of Civil Engineers Defined Contribution Retirement Plan in VA ($33M, 206 participants).

Next read for Lifetime Assistance, Inc. Employee Retir…

Scale reading

Ways to act on Lifetime Assistance, Inc. Employee Retirement Plan's numbers.

By total assets, Lifetime Assistance, Inc. Employee Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Lifetime Assistance, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222221158.