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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$278K |
| Employer EIN | 222316065 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING 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
| 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.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 172 · 0 off
- 403(b) Thrift Plan for Employees of 18 Degrees, Inc. (MA) 172 · 0 off
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) 172 · 0 off
- Dogs Inc Retirement Plan (FL) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.