Other · DOL Form 5500 · 2023

Lifeworks Services, Inc. (Contract) Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,707
Participants Near avg headcount
71st
Percentile by assets National rank
$10,816
Avg per participant Low balance/head
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Official DOL plan name: Thrift Retirement Plan · Sponsored by Lifeworks Services, Inc. (Contract) · Minnesota · Healthcare & Social Assistance

$18M in assets, 1,707 participants

Lifeworks Services, Inc. (Contract)'s Thrift Retirement Plan reported $18M in total assets and 1,707 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,396 in Healthcare & Social Assistance (17,684 peers)

Lifeworks Services, Inc. (Contract) multi-year trail

Lifeworks Services, Inc. (Contract)'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Thrift Retirement Plan at $18M / 1,707 participants.

#13,396
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY

Thrift Retirement Plan's outsized position by total assets

Thrift Retirement Plan vs every filed plan by assets

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

$18,462,174 Top 29% higher than 71% 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

Thrift 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. Thrift Retirement Plan lands in the large band (1,707 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thrift Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Thrift Retirement Plan reported participants fell from 1,976 in the plan year 2022 filing to 1,707 in the plan year 2023 filing.
  • Thrift Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410907857 · Lifeworks Services, Inc. (Contract) PY 2023 · Other

Thrift Retirement Plan · $18M · 1,707 · 71st

  • PCT $18M
  • PCT 1,707
  • PCT 71st
  • PCT Other
  • PCT near La Frontera Center, Inc. 403(b) Plan
  • PCT ind #13396

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 Minnesota →

Thrift Retirement Plan in the asset neighbourhood

St. Joseph's Collegiate Institute Defined Contribution Retirement PlanSt. Joseph's Collegiate Inst…$18MDakota Wesleyan University Defined Contribution PlanDakota Wesleyan University D…$18MLa Frontera Center, Inc. 403(b) PlanLa Frontera Center, Inc. 403…$18MThrift Retirement Plan$18MM.J. Hall & Company, Inc. 401(k) PlanM.J. Hall & Company, Inc. 40…$18M
End-of-year total assets ($M) among Thrift Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lifeworks Services, Inc. (Contract) multi-year asset trail

Sponsor-wide plan assets over time

All Lifeworks Services, Inc. (Contract) plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.425197676329553% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.6M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 1,976 $17M
2023 1 1,707 $18M
2024 1 2,474 $21M

Lifeworks Services, Inc. (Contract) filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN410907857
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Thrift Retirement Plan, Total assets ($B): 0.018462174 · Participants: 1707Thrift Retirement PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Thrift Retirement Plan side-by-side with 3 peers →

Thrift Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is La Frontera Center, Inc. 403(b) Plan in AZ ($18M); by covered participants it is Emh Retirement Savings Plan in KY (1,706 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,707 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 Thrift Retirement Plan assets move in 2023? ▼
Thrift Retirement Plan grew at a solid clip - up 11.4% during 2023, from $17M to $18M. Reported net income was $2M.
How have Lifeworks Services, Inc. (Contract) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks Services, Inc. (Contract)'s sponsor-wide assets grew 24.4%, from $17M to $21M.
Which Other plans are similar in size to Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by assets is La Frontera Center, Inc. 403(b) Plan in AZ ($18M, 1,464 participants).
Which Other plans cover a similar participant headcount to Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Emh Retirement Savings Plan in KY (1,706 participants, $179M 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 410907857.

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.