Other · DOL Form 5500 · 2022
Lifewell Behavioral Wellness Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 452
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $18,608
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Lifewell Behavioral Wellness · Sponsored by Lifewell Behavioral Wellness · Arizona · Healthcare & Social Assistance
$8M in assets, 452 participants
Lifewell Behavioral Wellness's 403(b) Thrift Plan of Lifewell Behavioral Wellness reported $8M in total assets and 452 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,457 in Healthcare & Social Assistance (20,060 peers)
Lifewell Behavioral Wellness multi-year trail
Lifewell Behavioral Wellness's plans moved +18.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Lifewell Behavioral Wellness at $8M / 452 participants.
- #13,457
- in Healthcare & Social Assistance (20,060 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $907K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Lifewell Behavioral Wellness's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Lifewell Behavioral Wellness vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,410,610 Top 39% higher than 61% 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
403(b) Thrift Plan of Lifewell Behavioral Wellness 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. 403(b) Thrift Plan of Lifewell Behavioral Wellness sits mid-pack in the medium band (452 participants).
DOL schedule card
Filing strip 860292390 · Lifewell Behavioral Wellness PY 2022 · Other
403(b) Thrift Plan of Lifewell Behavioral Wellness · $8M · 452 · 61st
- IND $8M
- IND 452
- IND 61st
- IND Other
- IND near The Rochester School of the Holy Childhood, Inc. 4
- IND ind #13457
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 Arizona →
403(b) Thrift Plan of Lifewell Behavioral Wellness in the asset neighbourhood
Lifewell Behavioral Wellness multi-year asset trail
Sponsor-wide plan assets over time
All Lifewell Behavioral Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 18.589008407238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $8M |
| 2023 | 1 | 531 | $10M |
| 2024 | 1 | 580 | $10M |
Lifewell Behavioral Wellness filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$907K |
| Employer EIN | 860292390 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
403(b) Thrift Plan of Lifewell Behavioral Wellness's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is The Rochester School of the Holy Childhood, Inc. 4 in NY ($8M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (452 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.