401(k) · DOL Form 5500 · 2023
Lifeworks (US) Ltd. 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 1,672
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $51,992
- Avg per participant Low balance/head
Official DOL plan name: Lifeworks (US) Ltd. 401(k) Savings Plan · Sponsored by Lifeworks (US) Ltd. · Massachusetts · Professional & Technical Services
$87M in assets, 1,672 participants
Lifeworks (US) Ltd.'s Lifeworks (US) Ltd. 401(k) Savings Plan reported $87M in total assets and 1,672 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,587 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Lifeworks (US) Ltd. 401(k) Savings Plan covers 1,672 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $87M.
- #18,587
- in Professional & Technical Services (20,321 peers)
- +15.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Lifeworks (US) Ltd. 401(k) Savings Plan's outsized position by total assets
Lifeworks (US) Ltd. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$86,930,326 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lifeworks (US) Ltd. 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeworks (US) Ltd. 401(k) Savings Plan lands in the large band (1,672 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifeworks (US) Ltd. 401(k) Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Lifeworks (US) Ltd. 401(k) Savings Plan end-of-year assets rose from $76M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Lifeworks (US) Ltd. 401(k) Savings Plan reported participants rose from 1,626 in the plan year 2022 filing to 1,672 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521883918 · Lifeworks (US) Ltd. PY 2023 · 401(k)
Lifeworks (US) Ltd. 401(k) Savings Plan · $87M · 1,672 · 90th
- BOY $87M
- SCH 1,672
- EBSA 90th
- PART 401(k)
- TYPE near Rimkus Consulting Group, Inc. 401(k) Plan
- NET ind #18587
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Lifeworks (US) Ltd. 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $15M |
| Employer EIN | 521883918 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifeworks (US) Ltd.)
Sponsor-wide plan assets over time
All Lifeworks (US) Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 30.935147725009994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,626 | $76M |
| 2023 | 1 | 1,672 | $87M |
| 2024 | 1 | 1,356 | $99M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Lifeworks (US) Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Rimkus Consulting Group, Inc. 401(k) Plan in TX ($87M); by covered participants it is International Union of Operating Engineers Local 324 Retirement Trust Fund in MI (1,672 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,672 participants); asset peers above are excluded.
- International Union of Operating Engineers Local 324 Retirement Trust Fund (MI) 1,672 · 0 off
- Koons Automotive Group Retirement Savings Plan (VA) 1,673 · 1 off
- The Sheehy Organization 401(k) Savings Plan (VA) 1,671 · 1 off
- Pnw Healthcare Holdings, LLC 401(k) Plan (WA) 1,671 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.