Other · DOL Form 5500 · 2023

Lifewell Behavioral Wellness Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 531
Participants Below avg headcount: 58th
Percentile by assets National rank: $18,377
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Lifewell Behavioral Wellness · Sponsored by Lifewell Behavioral Wellness · Arizona · Healthcare & Social Assistance

$10M in assets, 531 participants

Lifewell Behavioral Wellness's 403(b) Thrift Plan of Lifewell Behavioral Wellness reported $10M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,265 in Healthcare & Social Assistance (17,684 peers)

Lifewell Behavioral Wellness multi-year trail

Lifewell Behavioral Wellness's plans moved +18.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Lifewell Behavioral Wellness at $10M / 531 participants.

#11,265
in Healthcare & Social Assistance (17,684 peers): +16.0%
assets growth YoY

403(b) Thrift Plan of Lifewell Behavioral Wellness's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Lifewell Behavioral Wellness vs every filed plan by assets

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

$9,757,973 Top 42% higher than 58% 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

403(b) Thrift Plan of Lifewell Behavioral Wellness 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. 403(b) Thrift Plan of Lifewell Behavioral Wellness sits mid-pack in the medium band (531 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

403(b) Thrift Plan of Lifewell Behavioral Wellness reported net income rose from -$907K in the plan year 2022 filing to $1M in the plan year 2023 filing.
403(b) Thrift Plan of Lifewell Behavioral Wellness reported participants rose from 452 in the plan year 2022 filing to 531 in the plan year 2023 filing.
403(b) Thrift Plan of Lifewell Behavioral Wellness end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860292390 · Lifewell Behavioral Wellness PY 2023 · Other

403(b) Thrift Plan of Lifewell Behavioral Wellness · $10M · 531 · 58th

EBSA $10M
PART 531
TYPE 58th
NET Other
BOOK near Sibley Memorial Hospital 403(b) Plan
VS-ST ind #11265

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 Arizona →

End-of-year total assets ($M) among 403(b) Thrift Plan of Lifewell Behavioral Wellness and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lifewell Behavioral Wellness multi-year asset trail

Latest sponsor-wide plan assets: $10M 18.589008407238% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	452	$8M
2023	1	531	$10M
2024	1	580	$10M

Lifewell Behavioral Wellness filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	860292390
Plan Effective Date	2008-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Arizona

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

403(b) Thrift Plan of Lifewell Behavioral Wellness vs. nearby Other plans in Arizona, assets vs. participants

Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
Banner Health Employees 403(b) Plan $164M · 11,018
El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914

Compare 403(b) Thrift Plan of Lifewell Behavioral Wellness side-by-side with 3 peers →

403(b) Thrift Plan of Lifewell Behavioral Wellness's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Sibley Memorial Hospital 403(b) Plan in DC ($10M); by covered participants it is Hillsdale Hospital 403(b) Plan in MI (532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Sibley Memorial Hospital 403(b) Plan (DC) $10M · 2,376
Aim Services, Inc. 403(b) Plan (NY) $10M · 2,632
Charles Henderson Child Health Center Defined Contribution Retirement Plan (AL) $10M · 29
403(b) Thrift Plan for Employees of Macphail Center for Music (MN) $10M · 198

Similar participant headcount

Nearest other-state filings by covered participants (531 participants); asset peers above are excluded.

Hillsdale Hospital 403(b) Plan (MI) 532 · 1 off
Brooklyn Defender Services 2014 403b Plan (NY) 530 · 1 off
St. Camillus Retirement Savings Plan (WI) 530 · 1 off
Roseman University of Health Sciences Defined Contribution Plan (NV) 533 · 2 off

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 403(b) Thrift Plan of Lifewell Behavioral Wellness assets move in 2023? ▼

403(b) Thrift Plan of Lifewell Behavioral Wellness grew sharply - up 16.0% during 2023, from $8M to $10M. Reported net income was $1M.

How have Lifewell Behavioral Wellness plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lifewell Behavioral Wellness's sponsor-wide assets grew 18.6%, from $8M to $10M.

Which Other plans are similar in size to 403(b) Thrift Plan of Lifewell Behavioral Wellness? ▼

Among Other plans in other states, the closest by assets is Sibley Memorial Hospital 403(b) Plan in DC ($10M, 2,376 participants).

Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Lifewell Behavioral Wellness? ▼

Among Other plans in other states, the closest by covered participants is Hillsdale Hospital 403(b) Plan in MI (532 participants, $25M 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 860292390.