Other · DOL Form 5500 · 2022

Lifeworks Services, Inc. (Contract) Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,976
Participants Near avg headcount
74th
Percentile by assets National rank
$8,385
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thrift Retirement Plan · Sponsored by Lifeworks Services, Inc. (Contract) · Minnesota · Healthcare & Social Assistance

$17M in assets, 1,976 participants

Lifeworks Services, Inc. (Contract)'s Thrift Retirement Plan reported $17M in total assets and 1,976 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,750 in Healthcare & Social Assistance (20,060 peers)

Lifeworks Services, Inc. (Contract) multi-year trail

Lifeworks Services, Inc. (Contract)'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Thrift Retirement Plan at $17M / 1,976 participants.

#15,750
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thrift Retirement Plan's outsized position by total assets

Thrift Retirement Plan vs every filed plan by assets

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

$16,569,131 Top 26% higher than 74% 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

Thrift Retirement Plan'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. Thrift Retirement Plan lands in the large band (1,976 participants).

Published 5500 schedule card

Filing strip 410907857 · Lifeworks Services, Inc. (Contract) PY 2022 · Other

Thrift Retirement Plan · $17M · 1,976 · 74th

  • EIN $17M
  • EIN 1,976
  • EIN 74th
  • EIN Other
  • EIN near The Out-of-Door Academy Tax Deferred Annuity Plan
  • EIN ind #15750

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 Minnesota →

Thrift Retirement Plan in the asset neighbourhood

Thrift Retirement Plan$17MThe Out-of-Door Academy Tax Deferred Annuity PlanThe Out-of-Door Academy Tax …$17MRiverside Community Care, Inc. 403(b) PlanRiverside Community Care, In…$17MWu Yee Children's Services 403(b) PlanWu Yee Children's Services 4…$17M403(b) Thrift Plan of Apt Foundation, Inc.403(b) Thrift Plan of Apt Fo…$17M
End-of-year total assets ($M) among Thrift Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Lifeworks Services, Inc. (Contract) multi-year asset trail

Sponsor-wide plan assets over time

All Lifeworks Services, Inc. (Contract) plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.425197676329553% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.6M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 1,976 $17M
2023 1 1,707 $18M
2024 1 2,474 $21M

Lifeworks Services, Inc. (Contract) filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN410907857
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Thrift Retirement Plan, Total assets ($B): 0.016569131 · Participants: 1976Thrift Retirement PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants

Thrift Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is The Out-of-Door Academy Tax Deferred Annuity Plan in FL ($17M); by covered participants it is Lehigh University Retirement Plan in PA (1,973 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,976 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 Thrift Retirement Plan assets move in 2022?
Thrift Retirement Plan pulled back noticeably - down 14.8% during 2022, from $19M to $17M. Reported net income was -$3M.
How have Lifeworks Services, Inc. (Contract) plan assets changed over time?
Across 3 plan years on file (2022-2024), Lifeworks Services, Inc. (Contract)'s sponsor-wide assets grew 24.4%, from $17M to $21M.
Which Other plans are similar in size to Thrift Retirement Plan?
Among Other plans in other states, the closest by assets is The Out-of-Door Academy Tax Deferred Annuity Plan in FL ($17M, 149 participants).
Which Other plans cover a similar participant headcount to Thrift Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lehigh University Retirement Plan in PA (1,973 participants, $741M in assets).