401(k)
2022 plan-year 401(k) DOL Form 5500

Lifecare Assurance Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lifecare Assurance Company · California · Finance & Insurance

What the 2023 filing shows

Lifecare Assurance Company 401(k) Plan holds $31M for 272 participants — about $112,638 per participant, down 13.3% over the 2022 plan year.

$31M
total plan assets (2022 EOY)
272
covered participants
$112,638
avg assets per participant
-13.3%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$31M
Participants
272
State
Industry
Finance & Insurance

What the Filing Says About Lifecare Assurance Company 401(k) Plan

Lifecare Assurance Company 401(k) Plan is a 401(k) retirement plan sponsored by Lifecare Assurance Company, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 272 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 860388413, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2022 to $31M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-4,689,193 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-4,689,193
Plan Type401(k)
Employer EIN860388413
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifecare Assurance Company)

Year Plans Participants Total Assets
2022 1 272 $31M
2023 1 302 $36M
2024 2 557 $39M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lifecare Assurance Company 401(k) Plan?
As of the 2022 Form 5500 filing, Lifecare Assurance Company 401(k) Plan holds $31M in total assets with 272 participants. It is sponsored by Lifecare Assurance Company.
What type of plan is Lifecare Assurance Company 401(k) Plan?
Lifecare Assurance Company 401(k) Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 860388413.
Who sponsors the Lifecare Assurance Company 401(k) Plan?
Lifecare Assurance Company 401(k) Plan is sponsored by Lifecare Assurance Company, located in California. The sponsor's EIN is 860388413 and the plan operates in the Finance & Insurance industry.
How did Lifecare Assurance Company 401(k) Plan perform in 2022?
Lifecare Assurance Company 401(k) Plan declined by 13.3% during 2022, moving from $35M to $31M in total assets. Net income was $-4,689,193.
Where can I find official filings for Lifecare Assurance Company 401(k) Plan?
Official Form 5500 filings for Lifecare Assurance Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860388413 or plan name at efast.dol.gov.
How does Lifecare Assurance Company 401(k) Plan compare to other plans?
You can compare Lifecare Assurance Company 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860388413.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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