401(k) · DOL Form 5500 · 2024

Lifeplan Cco Ny, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 888
Participants Near avg headcount: 71st
Percentile by assets National rank: $22,972
Avg per participant Low balance/head

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Official DOL plan name: Lifeplan Cco 401(k) Retirement Plan · Sponsored by Lifeplan Cco Ny, LLC · New York · Healthcare & Social Assistance

$20M in assets, 888 participants

Lifeplan Cco Ny, LLC's Lifeplan Cco 401(k) Retirement Plan reported $20M in total assets and 888 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#12,698 in Healthcare & Social Assistance (16,916 peers)

Lifeplan Cco Ny, LLC multi-year trail

Lifeplan Cco Ny, LLC's plans moved +106.6% in assets from 2022 to 2024; this filing shows Lifeplan Cco 401(k) Retirement Plan at $20M / 888 participants.

#12,698
in Healthcare & Social Assistance (16,916 peers): +43.7%
assets growth YoY

Lifeplan Cco 401(k) Retirement Plan's outsized position by total assets

Lifeplan Cco 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,399,545 Top 29% higher than 71% 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

Lifeplan Cco 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeplan Cco 401(k) Retirement Plan sits mid-pack in the medium band (888 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lifeplan Cco 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Lifeplan Cco 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Lifeplan Cco 401(k) Retirement Plan reported participants rose from 837 in the plan year 2023 filing to 888 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823070045 · Lifeplan Cco Ny, LLC PY 2024 · 401(k)

Lifeplan Cco 401(k) Retirement Plan · $20M · 888 · 71st

NET $20M
BOOK 888
VS-ST 71st
BOY 401(k)
SCH near C&tdg Management 401(k) Plan
EBSA ind #12698

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Lifeplan Cco 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lifeplan Cco Ny, LLC multi-year asset trail

Latest sponsor-wide plan assets: $20M 106.5941356541529% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	784	$10M
2023	1	837	$14M
2024	1	888	$20M

Lifeplan Cco Ny, LLC filing trail (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$20M
Net Income	$6M
Employer EIN	823070045
Plan Effective Date	2018-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lifeplan Cco 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Lifeplan Cco 401(k) Retirement Plan side-by-side with 3 peers →

Lifeplan Cco 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is C&tdg Management 401(k) Plan in GA ($20M); by covered participants it is Chuze Fitness 401(k) Plan in CA (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

C&tdg Management 401(k) Plan (GA) $20M · 907
Methodist Children's Home Employees Retirement Plan (TX) $20M · 303
Navos 401(k) Retirement Plan (WA) $20M · 279
Fncb Bank 401(k) Profit Sharing Plan (PA) $20M · 222

Similar participant headcount

Nearest other-state filings by covered participants (888 participants); asset peers above are excluded.

Chuze Fitness 401(k) Plan (CA) 888 · 0 off
Burris Logistics Retirement Plan (DE) 888 · 0 off
Oklahoma Blood Institute 401(k) Plan (OK) 888 · 0 off
Fox Pest Control 401(k) Plan (UT) 888 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifeplan Cco 401(k) Retirement Plan assets move in 2024? ▼

Lifeplan Cco 401(k) Retirement Plan surged - up 43.7% during 2024, from $14M to $20M. Reported net income was $6M.

How have Lifeplan Cco Ny, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lifeplan Cco Ny, LLC's sponsor-wide assets grew 106.6%, from $10M to $20M.

Which 401(k) plans are similar in size to Lifeplan Cco 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is C&tdg Management 401(k) Plan in GA ($20M, 907 participants).

Which 401(k) plans cover a similar participant headcount to Lifeplan Cco 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Chuze Fitness 401(k) Plan in CA (888 participants, N/A in assets).

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 823070045.