Defined Benefit (Pension) · DOL Form 5500 · 2023

Lifespire, Inc. Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
344
Participants Below avg headcount
86th
Percentile by assets National rank
$151,674
Avg per participant Above avg balance/head
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Official DOL plan name: Lifespire Retirement Plan · Sponsored by Lifespire, Inc. · New York · Healthcare & Social Assistance

$52M in assets, 344 participants

Lifespire, Inc.'s Lifespire Retirement Plan reported $52M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,586 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Lifespire Retirement Plan covers 344 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $52M.

#15,586
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lifespire Retirement Plan's outsized position by total assets

Lifespire Retirement Plan vs every filed plan by assets

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

$52,175,728 Top 14% higher than 86% 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

Lifespire Retirement Plan 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. Lifespire Retirement Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifespire Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lifespire Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Lifespire Retirement Plan reported participants fell from 357 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132526022 · Lifespire, Inc. PY 2023 · Defined Benefit (Pension)

Lifespire Retirement Plan · $52M · 344 · 86th

  • EBSA $52M
  • PART 344
  • TYPE 86th
  • NET Defined Benefit (Pension)
  • BOOK near California Correctional Peace Officers Association Defined Benefit Plan
  • VS-ST ind #15586

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 New York →

Lifespire Retirement Plan in the asset neighbourhood

Pension Plan for Salaried and Production Employees of Vallourec Star, LPPension Plan for Salaried an…$52MCalgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy PlantCalgon Carbon Corporation Pe…$52MCalifornia Correctional Peace Officers Association Defined Benefit PlanCalifornia Correctional Peac…$52MLifespire Retirement Plan$52MSbera Pension Plan as Adopted by Charlesbridge, MhcSbera Pension Plan as Adopte…$52M
End-of-year total assets ($M) among Lifespire Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN132526022
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespire, Inc.)

Sponsor-wide plan assets over time

All Lifespire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 19.406037365913416% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47M $56.2M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 357 $47M
2023 1 344 $52M
2024 1 838 $56M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lifespire Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lifespire Retirement Plan, Total assets ($B): 0.052175728 · Participants: 344Lifespire Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Lifespire Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lifespire Retirement Plan side-by-side with 3 peers →

Lifespire Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is California Correctional Peace Officers Association Defined Benefit Plan in CA ($52M); by covered participants it is Taft Stettinius & Hollister LLP Retirement Plan for Partners in OH (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Lifespire Retirement Plan assets move in 2023? ▼
Lifespire Retirement Plan grew at a solid clip - up 10.9% during 2023, from $47M to $52M. Reported net income was $5M.
How have Lifespire, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespire, Inc.'s sponsor-wide assets grew 19.4%, from $47M to $56M.
Where does Lifespire Retirement Plan rank by assets among Form 5500 filers? ▼
Lifespire Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lifespire Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is California Correctional Peace Officers Association Defined Benefit Plan in CA ($52M, 68 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lifespire Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Taft Stettinius & Hollister LLP Retirement Plan for Partners in OH (344 participants, $32M 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 132526022.

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.