Other · DOL Form 5500 · 2022
Lifesteps, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 759
- Participants Near avg headcount
- 45th
- Percentile by assets National rank
- $5,109
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Lifesteps, Inc. · Sponsored by Lifesteps, Inc. · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 759 participants
Lifesteps, Inc.'s Tax Deferred Annuity Plan of Lifesteps, Inc. reported $4M in total assets and 759 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #10,081 in Healthcare & Social Assistance (20,060 peers)
Lifesteps, Inc. multi-year trail
Lifesteps, Inc.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Lifesteps, Inc. at $4M / 759 participants.
- #10,081
- in Healthcare & Social Assistance (20,060 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of Lifesteps, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Lifesteps, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,877,398 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Deferred Annuity Plan of Lifesteps, Inc. 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. Tax Deferred Annuity Plan of Lifesteps, Inc. sits mid-pack in the medium band (759 participants).
EBSA filing schedule strip
Filing strip 251665243 · Lifesteps, Inc. PY 2022 · Other
Tax Deferred Annuity Plan of Lifesteps, Inc. · $4M · 759 · 45th
- EBSA $4M
- EBSA 759
- EBSA 45th
- EBSA Other
- EBSA near Employee Benefit Plan of Cobb B. LLC
- EBSA ind #10081
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 →
Tax Deferred Annuity Plan of Lifesteps, Inc. in the asset neighbourhood
Lifesteps, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lifesteps, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 31.18970505478158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 759 | $4M |
| 2023 | 1 | 737 | $4M |
| 2024 | 1 | 702 | $5M |
Lifesteps, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$346K |
| Employer EIN | 251665243 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Tax Deferred Annuity Plan of Lifesteps, Inc.'s out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Employee Benefit Plan of Cobb B. LLC in NY ($4M); by covered participants it is Grinnell College Employees Retirement Savings Plan in IA (758 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 (759 participants); asset peers above are excluded.
- Grinnell College Employees Retirement Savings Plan (IA) 758 · 1 off
- Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan (MA) 758 · 1 off
- Association of American Medical Colleges Def. Cont. Retirement Plan (DC) 757 · 2 off
- Lutheran Social Services Tax Deferred Annuity Plan (WI) 756 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.