401(k) · DOL Form 5500 · 2023

Lifeworks Technology Group LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
58
Participants Small participant base
37th
Percentile by assets National rank
$55,202
Avg per participant Low balance/head
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Official DOL plan name: Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lifeworks Technology Group LLC · New York · Manufacturing

$3M in assets, 58 participants

Lifeworks Technology Group LLC's Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,749 in Manufacturing (18,722 peers)

Lifeworks Technology Group LLC multi-year trail

Lifeworks Technology Group LLC's plans moved +64.0% in assets from 2022 to 2024; this filing shows Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust at $3M / 58 participants.

#3,749
in Manufacturing (18,722 peers)
+33.0%
assets growth YoY

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,201,687 37th percentile higher than 37% of 127,068 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 2023

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$446K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 68 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262710362 · Lifeworks Technology Group LLC PY 2023 · 401(k)

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust · $3M · 58 · 37th

  • 5500 $3M
  • ASSETS 58
  • PCT 37th
  • EIN 401(k)
  • RANK near Americas 401(k) Pep
  • PHOTO ind #3749

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 Manufacturing retirement plans → · Plans in New York →

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & TrustLifeworks Technology Group L…$3MAmericas 401(k) Pep$3MRios Partners 401(k) Plan$3MNalin Mathur, Md, PA Profit Sharing PlanNalin Mathur, Md, PA Profit …$3MStack Construction Technologies 401(k) PlanStack Construction Technolog…$3M
End-of-year total assets ($M) among Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lifeworks Technology Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lifeworks Technology Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 64.00840710115821% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.41M $3.95M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 68 $2M
2023 1 58 $3M
2024 1 58 $4M

Lifeworks Technology Group LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$795K
Employer EIN262710362
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003201687 · Participants: 58Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Americas 401(k) Pep in PA ($3M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust surged - up 33.0% during 2023, from $2M to $3M. Reported net income was $795K.
How have Lifeworks Technology Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks Technology Group LLC's sponsor-wide assets grew 64.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Americas 401(k) Pep in PA ($3M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Lifeworks Technology Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262710362.

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.