Profit Sharing · DOL Form 5500 · 2022
Life, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 406
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $18,362
- Avg per participant Low balance/head
Official DOL plan name: Life, Inc. Retirement Plan and Trust · Sponsored by Life, Inc. · North Carolina · Healthcare & Social Assistance
$7M in assets, 406 participants
Life, Inc.'s Life, Inc. Retirement Plan and Trust reported $7M in total assets and 406 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,969 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Life, Inc. Retirement Plan and Trust covers 406 participants in North Carolina, about 50% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #12,969
- in Healthcare & Social Assistance (20,060 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $850K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Life, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Life, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,454,836 Top 41% higher than 59% 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
Life, Inc. Retirement Plan and Trust 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. Life, Inc. Retirement Plan and Trust sits mid-pack in the medium band (406 participants).
Published 5500 schedule card
Filing strip 561612948 · Life, Inc. PY 2022 · Profit Sharing
Life, Inc. Retirement Plan and Trust · $7M · 406 · 59th
- RANK $7M
- PHOTO 406
- IND 59th
- EOY Profit Sharing
- 5500 near Jawbone Inc Profit Sharing Plan
- ASSETS ind #12969
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 North Carolina →
Life, Inc. Retirement Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$850K |
| Employer EIN | 561612948 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Life, Inc.)
Sponsor-wide plan assets over time
All Life, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.25006639985105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 406 | $7M |
| 2023 | 1 | 417 | $8M |
| 2024 | 1 | 428 | $8M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Baker & Taylor Retirement Savings Plan $60M · 1,358
Life, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Jawbone Inc Profit Sharing Plan in CA ($7M); by covered participants it is Cobham Orchard Park Defined Contribution Plan in NY (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 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.