Other · DOL Form 5500 · 2022

Lifespan, Incorporated Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
361
Participants Below avg headcount
52nd
Percentile by assets National rank
$14,856
Avg per participant Low balance/head
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Official DOL plan name: Lifespan, Incorporated Retirement Savings Plan · Sponsored by Lifespan, Incorporated · North Carolina · Other Services

$5M in assets, 361 participants

Lifespan, Incorporated's Lifespan, Incorporated Retirement Savings Plan reported $5M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,937 in Other Services (8,398 peers)

Coverage in North Carolina

Lifespan, Incorporated Retirement Savings Plan covers 361 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#5,937
in Other Services (8,398 peers)
-11.4%
assets change YoY

The plan reported a net loss of $693K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifespan, Incorporated Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Lifespan, Incorporated Retirement Savings Plan vs every filed plan by assets

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

$5,362,901 Top 48% higher than 52% 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

Lifespan, Incorporated Retirement Savings 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. Lifespan, Incorporated Retirement Savings Plan sits mid-pack in the medium band (361 participants).

Plan-year Form 5500 strip

Filing strip 561142969 · Lifespan, Incorporated PY 2022 · Other

Lifespan, Incorporated Retirement Savings Plan · $5M · 361 · 52nd

  • RANK $5M
  • PHOTO 361
  • IND 52nd
  • EOY Other
  • 5500 near Visiting Nurse Association Health Care Services, Inc. 403(b) Plan
  • ASSETS ind #5937

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 Other Services retirement plans → · Plans in North Carolina →

Lifespan, Incorporated Retirement Savings Plan in the asset neighbourhood

Greater Minnesota Family Services 403(b) PlanGreater Minnesota Family Ser…$5MLifespan, Incorporated Retirement Savings PlanLifespan, Incorporated Retir…$5MVisiting Nurse Association Health Care Services, Inc. 403(b) PlanVisiting Nurse Association H…$5MEmployee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$5MMidland Care Connection Retirement PlanMidland Care Connection Reti…$5M
End-of-year total assets ($M) among Lifespan, Incorporated Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$693K
Employer EIN561142969
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespan, Incorporated)

Sponsor-wide plan assets over time

All Lifespan, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.076239147431586% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.36M $7.35M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 361 $5M
2023 1 337 $6M
2024 1 358 $7M

Nearby Other Plans in North Carolina

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

Lifespan, Incorporated Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Lifespan, Incorporated Retirement Savings Plan, Total assets ($B): 0.005362901 · Participants: 361Lifespan, Incorporated Retirement Savings PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Lifespan, Incorporated Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Lifespan, Incorporated Retirement Savings Plan side-by-side with 3 peers →

Lifespan, Incorporated Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Visiting Nurse Association Health Care Services, Inc. 403(b) Plan in NY ($5M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Lifespan, Incorporated Retirement Savings Plan assets move in 2022? ▼
Lifespan, Incorporated Retirement Savings Plan pulled back noticeably - down 11.4% during 2022, from $6M to $5M. Reported net income was -$693K.
How have Lifespan, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespan, Incorporated's sponsor-wide assets grew 37.1%, from $5M to $7M.
Which Other plans are similar in size to Lifespan, Incorporated Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Visiting Nurse Association Health Care Services, Inc. 403(b) Plan in NY ($5M, 76 participants).
Which Other plans cover a similar participant headcount to Lifespan, Incorporated Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Wesleyan University 403(b) Retirement Plan in IL (361 participants, $135M 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 561142969.

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.