Other · DOL Form 5500 · 2024

Western New York Independent Living, Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
172
Participants Small participant base
38th
Percentile by assets National rank
$23,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western New York Independent Living Project Inc · Sponsored by Western New York Independent Living, Inc · New York · Healthcare & Social Assistance

$4M in assets, 172 participants

Western New York Independent Living, Inc's Western New York Independent Living Project Inc reported $4M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,745 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Western New York Independent Living Project Inc covers 172 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $4M.

#6,745
in Healthcare & Social Assistance (16,916 peers)
-6.5%
assets change YoY

The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western New York Independent Living Project Inc's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western New York Independent Living Project Inc vs every filed plan by assets

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

$3,991,464 38th percentile higher than 38% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Western New York Independent Living Project Inc 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. Western New York Independent Living Project Inc sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western New York Independent Living Project Inc reported net income fell from $535K in the plan year 2023 filing to -$278K in the plan year 2024 filing.
  • Western New York Independent Living Project Inc end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Western New York Independent Living Project Inc reported participants rose from 169 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222316065 · Western New York Independent Living, Inc PY 2024 · Other

Western New York Independent Living Project Inc · $4M · 172 · 38th

  • PCT $4M
  • EIN 172
  • RANK 38th
  • PHOTO Other
  • IND near Ohio Heartland Community Action Commission 403b Plan
  • EOY ind #6745

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 →

Western New York Independent Living Project Inc in the asset neighbourhood

Familyaid Boston 403b Retirement PlanFamilyaid Boston 403b Retire…$4MWestern New York Independent Living Project IncWestern New York Independent…$4MOhio Heartland Community Action Commission 403b PlanOhio Heartland Community Act…$4MSt. Bernard Parish Hospital Retirement Savings PlanSt. Bernard Parish Hospital …$4MRainbow of Challenges, Inc. Retirement PlanRainbow of Challenges, Inc. …$4M
End-of-year total assets ($M) among Western New York Independent Living Project Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$278K
Employer EIN222316065
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western New York Independent Living, Inc)

Sponsor-wide plan assets over time

All Western New York Independent Living, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.886853159999132% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.73M $3.99M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 172 $4M
2023 1 169 $4M
2024 1 172 $4M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Western New York Independent Living Project Inc vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Western New York Independent Living Project Inc, Total assets ($B): 0.003991464 · Participants: 172Western New York Independent Living Project IncNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Western New York Independent Living Project Inc vs. nearby Other plans in New York, assets vs. participants

Western New York Independent Living Project Inc's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Ohio Heartland Community Action Commission 403b Plan in OH ($4M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.

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 Western New York Independent Living Project Inc assets move in 2024?
Western New York Independent Living Project Inc pulled back noticeably - down 6.5% during 2024, from $4M to $4M. Reported net income was -$278K.
How have Western New York Independent Living, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Western New York Independent Living, Inc's sponsor-wide assets grew 6.9%, from $4M to $4M.
Which Other plans are similar in size to Western New York Independent Living Project Inc?
Among Other plans in other states, the closest by assets is Ohio Heartland Community Action Commission 403b Plan in OH ($4M, 171 participants).
Which Other plans cover a similar participant headcount to Western New York Independent Living Project Inc?
Among Other plans in other states, the closest by covered participants is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants, $12M in assets).