Defined Benefit (Pension) · DOL Form 5500 · 2022
Lifespire, Inc. Pension Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 357
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $131,763
- Avg per participant Near avg balance/head
Official DOL plan name: Lifespire Retirement Plan · Sponsored by Lifespire, Inc. · New York · Healthcare & Social Assistance
$47M in assets, 357 participants
Lifespire, Inc.'s Lifespire Retirement Plan reported $47M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,939 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Lifespire Retirement Plan covers 357 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $47M.
- #17,939
- in Healthcare & Social Assistance (20,060 peers)
- -15.1%
- 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.
Lifespire Retirement Plan's outsized position by total assets
Lifespire Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,039,289 Top 13% higher than 87% 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
Lifespire Retirement Plan 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. Lifespire Retirement Plan sits mid-pack in the medium band (357 participants).
DOL schedule card
Filing strip 132526022 · Lifespire, Inc. PY 2022 · Defined Benefit (Pension)
Lifespire Retirement Plan · $47M · 357 · 87th
- EBSA $47M
- EBSA 357
- EBSA 87th
- EBSA Defined Benefit (Pension)
- EBSA near Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit Union
- EBSA ind #17939
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 New York →
Lifespire Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$8M |
| Employer EIN | 132526022 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespire, Inc.)
Sponsor-wide plan assets over time
All Lifespire, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 19.406037365913416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 357 | $47M |
| 2023 | 1 | 344 | $52M |
| 2024 | 1 | 838 | $56M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Lifespire Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit Union in MD ($47M); by covered participants it is Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan in CA (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan (CA) 357 · 0 off
- Retirement Plan of San Jose Water Company (CA) 357 · 0 off
- Berklee College of Music, Inc. Retirement Plan (MA) 357 · 0 off
- Roofers Local 221 Pension Trust Fund (HI) 358 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.