Other · DOL Form 5500 · 2022

Lifespace Communities Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
2,722
Participants Above avg headcount
89th
Percentile by assets National rank
$19,972
Avg per participant Low balance/head
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Official DOL plan name: Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax · Sponsored by Lifespace Communities · Texas · Healthcare & Social Assistance

$54M in assets, 2,722 participants

Lifespace Communities's Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax reported $54M in total assets and 2,722 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,125 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax covers 2,722 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $54M.

#18,125
in Healthcare & Social Assistance (20,060 peers)
-12.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax's outsized position by total assets

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax vs every filed plan by assets

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

$54,362,592 Top 11% higher than 89% 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

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax lands in the large band (2,722 participants).

Plan-year Form 5500 strip

Filing strip 421068850 · Lifespace Communities PY 2022 · Other

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax · $54M · 2,722 · 89th

  • ASSETS $54M
  • PCT 2,722
  • EIN 89th
  • RANK Other
  • PHOTO near The Hun School of Princeton Retirement Plan
  • IND ind #18125

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 Texas →

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax in the asset neighbourhood

Franklin Pierce University Defined Contribution Retirement PlanFranklin Pierce University D…$55MLifespace Communities, Inc. Internal Revenue Code Section 403(b) TaxLifespace Communities, Inc. …$54MThe Hun School of Princeton Retirement PlanThe Hun School of Princeton …$54MThe Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$54MMountain Area Health Education Center, Inc. Retirement PlanMountain Area Health Educati…$54M
End-of-year total assets ($M) among Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$54M
Net Income-$8M
Employer EIN421068850
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespace Communities)

Sponsor-wide plan assets over time

All Lifespace Communities plans reported in each filing year

Latest sponsor-wide plan assets
$77M 41.02708531631457% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.4M $76.7M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 2,722 $54M
2023 1 4,244 $65M
2024 1 4,372 $77M

Nearby Other Plans in Texas

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

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax, Total assets ($B): 0.054362592 · Participants: 2722Lifespace Communities, Inc. Internal Revenue Code Section 403(b) TaxMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax vs. nearby Other plans in Texas, assets vs. participants
Compare Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax side-by-side with 3 peers →

Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Hun School of Princeton Retirement Plan in NJ ($54M); by covered participants it is Lake Hospital System Inc. 403b Retirement Savings Plan in OH (2,733 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,722 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 Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax assets move in 2022? ▼
Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax pulled back noticeably - down 12.9% during 2022, from $62M to $54M. Reported net income was -$8M.
How have Lifespace Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespace Communities's sponsor-wide assets grew 41.0%, from $54M to $77M.
Where does Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax rank by assets among Form 5500 filers? ▼
Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax? ▼
Among Other plans in other states, the closest by assets is The Hun School of Princeton Retirement Plan in NJ ($54M, 172 participants).
Which Other plans cover a similar participant headcount to Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax? ▼
Among Other plans in other states, the closest by covered participants is Lake Hospital System Inc. 403b Retirement Savings Plan in OH (2,733 participants, N/A 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 421068850.

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.