Defined Benefit (Pension) · DOL Form 5500 · 2023
Lifespan Corporation Pension Plan
Data updated 2026-08-25
- $515M
- Total assets Above avg plan size
- 7,439
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $69,210
- Avg per participant Below avg balance/head
Official DOL plan name: Lifespan Corporation Retirement Plan · Sponsored by Lifespan Corporation · Rhode Island · Healthcare & Social Assistance
$515M in assets, 7,439 participants
Lifespan Corporation's Lifespan Corporation Retirement Plan reported $515M in total assets and 7,439 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,269 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
Lifespan Corporation Retirement Plan covers 7,439 participants in Rhode Island, 5.1x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $515M.
- #17,269
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Lifespan Corporation Retirement Plan's outsized position by total assets
Lifespan Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$514,852,756 Top 3% higher than 97% 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
Lifespan Corporation Retirement 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. Lifespan Corporation Retirement Plan lands in the large band (7,439 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifespan Corporation Retirement Plan reported net income rose from -$151M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Lifespan Corporation Retirement Plan end-of-year assets rose from $464M in the plan year 2022 filing to $515M in the plan year 2023 filing.
- Lifespan Corporation Retirement Plan reported participants fell from 7,893 in the plan year 2022 filing to 7,439 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222861978 · Lifespan Corporation PY 2023 · Defined Benefit (Pension)
Lifespan Corporation Retirement Plan · $515M · 7,439 · 97th
- NET $515M
- BOOK 7,439
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Elevance Health Cash Balance Plan B
- EBSA ind #17269
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 Rhode Island →
Lifespan Corporation Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $464M |
|---|---|
| Net Assets (End of Year) | $514M |
| Net Income | $51M |
| Employer EIN | 222861978 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespan Corporation)
Sponsor-wide plan assets over time
All Lifespan Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 40.56268136525916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 31,952 | $2.2B |
| 2023 | 3 | 31,671 | $2.6B |
| 2024 | 3 | 31,933 | $3.1B |
Nearby Defined Benefit (Pension) Plans in Rhode Island
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Bank of America Pension Plan $19.2B · 56,519
- Textron Master Retirement Plan $5.2B · 7,320
- Factory Mutual Insurance Company Pension Plan $2.9B · 3,478
- Bell Helicopter Textron Master Retirement Plan $2.2B · 2,800
- Amica Pension Fund $1.8B · 2,338
Scale composition for Lifespan Corporation Retirement Plan
Lifespan Corporation Retirement Plan reports $515M in end-of-year assets across 7,439 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $69,210 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $51M.
This plan identity (EIN 222861978, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $464M to $538M (+15.9%) while covered participants moved from 7,893 to 7,041 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,893 | $464M | Open filing |
| 2023 | 7,439 | $515M | This page |
| 2024 · index core | 7,041 | $538M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Brown Health 403(b) Retirement Plan (Other, $1.3B, 9,054 participants)
- Brown Health 401(k) Retirement Savings Plan (401(k), $1.2B, 15,838 participants)
- Brown Health Defined Benefit Retirement Plan (Defined Benefit (Pension), $538M, 7,041 participants)
Lifespan Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Elevance Health Cash Balance Plan B in IN ($515M); by covered participants it is Nokia Retirement Income Plan in NJ (7,492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($515M here).
- Elevance Health Cash Balance Plan B (IN) $515M · 652
- Retirement Income Plan for Employees of Ugi Utilities, Inc. (PA) $514M · 564
- Midamerican Energy Company Retirement Plan (IA) $516M · 3,002
- Alaska Teamster-Employer Pension Trust (AK) $516M · 3,436
Similar participant headcount
Nearest other-state filings by covered participants (7,439 participants); asset peers above are excluded.
- Nokia Retirement Income Plan (NJ) 7,492 · 53 off
- Entergy Corporation Retirement Plan for Non-Bargaining Employees (LA) 7,501 · 62 off
- The Bank of New York Mellon Corporation Pension Plan (PA) 7,374 · 65 off
- Hotel Union and Hotel Industry of Hawaii Pension Plan (HI) 7,370 · 69 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.