Other · DOL Form 5500 · 2022

Lifequest, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
247
Participants Below avg headcount
30th
Percentile by assets National rank
$6,243
Avg per participant Low balance/head
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Official DOL plan name: Lifequest, Inc. 403(b) Retirement Plan · Sponsored by Lifequest, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 247 participants

Lifequest, Inc.'s Lifequest, Inc. 403(b) Retirement Plan reported $2M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,894 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Lifequest, Inc. 403(b) Retirement Plan covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,894
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifequest, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Lifequest, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,541,944 30th percentile higher than 30% of 139,123 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 2022

Lifequest, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifequest, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (247 participants).

EBSA filing schedule strip

Filing strip 061097850 · Lifequest, Inc. PY 2022 · Other

Lifequest, Inc. 403(b) Retirement Plan · $2M · 247 · 30th

  • NET $2M
  • NET 247
  • NET 30th
  • NET Other
  • NET near West Central Community Action 403(b) Plan
  • NET ind #5894

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 Pennsylvania →

Lifequest, Inc. 403(b) Retirement Plan in the asset neighbourhood

Lifequest, Inc. 403(b) Retirement PlanLifequest, Inc. 403(b) Retir…$2MWest Central Community Action 403(b) PlanWest Central Community Actio…$2MCommunity Action Agency of Scc ERISA 403(b) PlanCommunity Action Agency of S…$2MEastern Idaho Community Action Partnership, Inc. 403(b) Thrift PlanEastern Idaho Community Acti…$2MEmployee Benefit Plan of Boys Girls Clubs of Tampa Bay, Inc.Employee Benefit Plan of Boy…$2M
End-of-year total assets ($M) among Lifequest, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$97K
Employer EIN061097850
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifequest, Inc.)

Sponsor-wide plan assets over time

All Lifequest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.57251884633943% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.43M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 247 $2M
2023 1 247 $2M
2024 1 280 $2M

Nearby Other Plans in Pennsylvania

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

Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Lifequest, Inc. 403(b) Retirement Plan, Total assets ($B): 0.001541944 · Participants: 247Lifequest, Inc. 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lifequest, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lifequest, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is West Central Community Action 403(b) Plan in IA ($2M); by covered participants it is Autism Services Inc 403 B Plan in NY (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifequest, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Lifequest, Inc. 403(b) Retirement Plan pulled back noticeably - down 5.9% during 2022, from $2M to $2M. Reported net income was -$97K.
How have Lifequest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifequest, Inc.'s sponsor-wide assets grew 57.6%, from $2M to $2M.
Which Other plans are similar in size to Lifequest, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is West Central Community Action 403(b) Plan in IA ($2M, 114 participants).
Which Other plans cover a similar participant headcount to Lifequest, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Autism Services Inc 403 B Plan in NY (247 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061097850.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.