Other · DOL Form 5500 · 2022
Lifeworks Nw Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 536
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $47,192
- Avg per participant Low balance/head
Official DOL plan name: Lifeworks Nw Defined Contribution Retirement Plan · Sponsored by Lifeworks Nw · Oregon · Healthcare & Social Assistance
$25M in assets, 536 participants
Lifeworks Nw's Lifeworks Nw Defined Contribution Retirement Plan reported $25M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,766 in Healthcare & Social Assistance (20,060 peers)
Where Lifeworks Nw Defined Contribution Retirement Plan sits by assets
Lifeworks Nw Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 536 participants (~$47,192/participant), up 19.2% in 2022.
- #16,766
- in Healthcare & Social Assistance (20,060 peers)
- +19.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lifeworks Nw Defined Contribution Retirement Plan's outsized position by total assets
Lifeworks Nw Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,294,681 Top 19% higher than 81% 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
Lifeworks Nw Defined Contribution 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. Lifeworks Nw Defined Contribution Retirement Plan sits mid-pack in the medium band (536 participants).
DOL schedule card
Filing strip 930502822 · Lifeworks Nw PY 2022 · Other
Lifeworks Nw Defined Contribution Retirement Plan · $25M · 536 · 81st
- IND $25M
- IND 536
- IND 81st
- IND Other
- IND near Annie Wright Schools DC Retirement Plan
- IND ind #16766
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 Oregon →
Lifeworks Nw Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 930502822 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifeworks Nw)
Sponsor-wide plan assets over time
All Lifeworks Nw plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 28.86984817084667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 536 | $25M |
| 2023 | 1 | 549 | $29M |
| 2024 | 1 | 545 | $33M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $1.4B · 13,568
- Asante 403b Plan $563M · 5,704
- St. Charles Health System Retirement Plan $519M · 4,485
- Samaritan Health Services Tax Sheltered Annuity Pl $510M · 6,068
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $280M · 774
Lifeworks Nw Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Annie Wright Schools DC Retirement Plan in WA ($25M); by covered participants it is Whitman College Retirement Plan in WA (536 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Annie Wright Schools DC Retirement Plan (WA) $25M · 179
- Palmer Trinity School 403(b) DC Plan (FL) $25M · 200
- Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan (NY) $25M · 139
- The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc. (NY) $25M · 292
Similar participant headcount
Nearest other-state filings by covered participants (536 participants); asset peers above are excluded.
- Whitman College Retirement Plan (WA) 536 · 0 off
- St. Joseph's University 403(b) Plan (NY) 537 · 1 off
- IBEW Local 575 Pension Fund (WV) 535 · 1 off
- Monadnock Community Hospital 403(b) Retirement Plan (NH) 537 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.