Other · DOL Form 5500 · 2023

Lifequest, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
247
Participants Below avg headcount
31st
Percentile by assets National rank
$8,397
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifequest, Inc. 403(b) Retirement Plan · Sponsored by Lifequest, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 247 participants

Lifequest, Inc.'s Lifequest, Inc. 403(b) Retirement Plan reported $2M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,233 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Lifequest, Inc. 403(b) Retirement Plan covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,233
in Healthcare & Social Assistance (17,684 peers)
+34.5%
assets growth YoY

Lifequest, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Lifequest, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,073,971 31st percentile higher than 31% 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

Lifequest, Inc. 403(b) 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. Lifequest, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifequest, Inc. 403(b) Retirement Plan reported net income rose from -$97K in the plan year 2022 filing to $532K in the plan year 2023 filing.
  • Lifequest, Inc. 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061097850 · Lifequest, Inc. PY 2023 · Other

Lifequest, Inc. 403(b) Retirement Plan · $2M · 247 · 31st

  • VS-ST $2M
  • VS-ST 247
  • VS-ST 31st
  • VS-ST Other
  • VS-ST near Northwest Florida Christian Education Assoc
  • VS-ST ind #5233

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 →

Lifequest, Inc. 403(b) Retirement Plan in the asset neighbourhood

Northwest Florida Christian Education AssocNorthwest Florida Christian …$2MEducare of Washington, DC 403(b) PlanEducare of Washington, DC 40…$2MCcs Early Learning Retirement PlanCcs Early Learning Retiremen…$2MLifequest, Inc. 403(b) Retirement PlanLifequest, Inc. 403(b) Retir…$2MElsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement PlanElsie Whitlow Stokes Communi…$2M
End-of-year total assets ($M) among Lifequest, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$532K
Employer EIN061097850
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifequest, Inc.)

Sponsor-wide plan assets over time

All Lifequest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.57251884633943% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.43M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 247 $2M
2023 1 247 $2M
2024 1 280 $2M

Nearby Other Plans in Pennsylvania

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

Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lifequest, Inc. 403(b) Retirement Plan, Total assets ($B): 0.002073971 · Participants: 247Lifequest, Inc. 403(b) Retirement PlanThe 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
Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lifequest, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lifequest, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Northwest Florida Christian Education Assoc in FL ($2M); by covered participants it is Employee Benefit Plan of Mobridge Regional Hospital in SD (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Lifequest, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Lifequest, Inc. 403(b) Retirement Plan surged - up 34.5% during 2023, from $2M to $2M. Reported net income was $532K.
How have Lifequest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifequest, Inc.'s sponsor-wide assets grew 57.6%, from $2M to $2M.
Which Other plans are similar in size to Lifequest, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northwest Florida Christian Education Assoc in FL ($2M, 192 participants).
Which Other plans cover a similar participant headcount to Lifequest, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Mobridge Regional Hospital in SD (247 participants, $19M 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 061097850.

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.