Other · DOL Form 5500 · 2023

Lifesteps, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
737
Participants Near avg headcount
42nd
Percentile by assets National rank
$5,940
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Lifesteps, Inc. · Sponsored by Lifesteps, Inc. · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 737 participants

Lifesteps, Inc.'s Tax Deferred Annuity Plan of Lifesteps, Inc. reported $4M in total assets and 737 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,991 in Healthcare & Social Assistance (17,684 peers)

Lifesteps, Inc. multi-year trail

Lifesteps, Inc.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Lifesteps, Inc. at $4M / 737 participants.

#7,991
in Healthcare & Social Assistance (17,684 peers)
+12.9%
assets growth YoY

Tax Deferred Annuity Plan of Lifesteps, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Lifesteps, Inc. vs every filed plan by assets

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

$4,378,007 42nd percentile higher than 42% 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

Tax Deferred Annuity Plan of Lifesteps, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Lifesteps, Inc. sits mid-pack in the medium band (737 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Lifesteps, Inc. reported net income rose from -$346K in the plan year 2022 filing to $501K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Lifesteps, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Lifesteps, Inc. reported participants fell from 759 in the plan year 2022 filing to 737 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251665243 · Lifesteps, Inc. PY 2023 · Other

Tax Deferred Annuity Plan of Lifesteps, Inc. · $4M · 737 · 42nd

  • BOOK $4M
  • VS-ST 737
  • BOY 42nd
  • SCH Other
  • EBSA near Solvista Health 403(b) Plan
  • PART ind #7991

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 Pennsylvania →

Tax Deferred Annuity Plan of Lifesteps, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.Tax Deferred Annuity Plan of…$4MTax Deferred Annuity Plan of Lifesteps, Inc.Tax Deferred Annuity Plan of…$4MSolvista Health 403(b) Plan$4MNobis Works, Inc. Retirement Savings PlanNobis Works, Inc. Retirement…$4M403(b) Thrift Plan for Employees of Aids Center of Queens County403(b) Thrift Plan for Emplo…$4M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Lifesteps, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lifesteps, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lifesteps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.18970505478158% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.88M $5.09M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 759 $4M
2023 1 737 $4M
2024 1 702 $5M

Lifesteps, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$501K
Employer EIN251665243
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Tax Deferred Annuity Plan of Lifesteps, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Tax Deferred Annuity Plan of Lifesteps, Inc., Total assets ($B): 0.004378007 · Participants: 737Tax Deferred Annuity Plan of Lifesteps, Inc.The University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Tax Deferred Annuity Plan of Lifesteps, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Tax Deferred Annuity Plan of Lifesteps, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Lifesteps, Inc.'s out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Solvista Health 403(b) Plan in CO ($4M); by covered participants it is 403(b) Thrift Plan of the Arc Baltimore, Inc. in MD (737 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (737 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 Tax Deferred Annuity Plan of Lifesteps, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Lifesteps, Inc. grew at a solid clip - up 12.9% during 2023, from $4M to $4M. Reported net income was $501K.
How have Lifesteps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifesteps, Inc.'s sponsor-wide assets grew 31.2%, from $4M to $5M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Lifesteps, Inc.? ▼
Among Other plans in other states, the closest by assets is Solvista Health 403(b) Plan in CO ($4M, 197 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Lifesteps, Inc.? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of the Arc Baltimore, Inc. in MD (737 participants, $24M 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 251665243.

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.