Other · DOL Form 5500 · 2023

Lifespan, Incorporated Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
337
Participants Below avg headcount
49th
Percentile by assets National rank
$19,193
Avg per participant Low balance/head
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Official DOL plan name: Lifespan, Incorporated Retirement Savings Plan · Sponsored by Lifespan, Incorporated · North Carolina · Other Services

$6M in assets, 337 participants

Lifespan, Incorporated's Lifespan, Incorporated Retirement Savings Plan reported $6M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,483 in Other Services (7,857 peers)

Coverage in North Carolina

Lifespan, Incorporated Retirement Savings Plan covers 337 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#5,483
in Other Services (7,857 peers)
+20.6%
assets growth YoY

Lifespan, Incorporated Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Lifespan, Incorporated Retirement Savings Plan vs every filed plan by assets

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

$6,468,135 49th percentile higher than 49% 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

Lifespan, Incorporated Retirement Savings 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. Lifespan, Incorporated Retirement Savings Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifespan, Incorporated Retirement Savings Plan reported net income rose from -$693K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lifespan, Incorporated Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lifespan, Incorporated Retirement Savings Plan reported participants fell from 361 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561142969 · Lifespan, Incorporated PY 2023 · Other

Lifespan, Incorporated Retirement Savings Plan · $6M · 337 · 49th

  • PART $6M
  • TYPE 337
  • NET 49th
  • BOOK Other
  • VS-ST near White Mountain School DC Plan
  • BOY ind #5483

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 Other Services retirement plans → · Plans in North Carolina →

Lifespan, Incorporated Retirement Savings Plan in the asset neighbourhood

Lifespan, Incorporated Retirement Savings PlanLifespan, Incorporated Retir…$6MWhite Mountain School DC Plan$6MCentennial Mental Health Center Inc Tax Sheltered Voluntary 403(b) PlanCentennial Mental Health Cen…$6MCentral Christian College 403(b) DC PlanCentral Christian College 40…$6MFamilyforward Custodial Pension PlanFamilyforward Custodial Pens…$6M
End-of-year total assets ($M) among Lifespan, Incorporated Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN561142969
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespan, Incorporated)

Sponsor-wide plan assets over time

All Lifespan, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.076239147431586% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.36M $7.35M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 361 $5M
2023 1 337 $6M
2024 1 358 $7M

Nearby Other Plans in North Carolina

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

Lifespan, Incorporated Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Lifespan, Incorporated Retirement Savings Plan, Total assets ($B): 0.006468135 · Participants: 337Lifespan, Incorporated Retirement Savings PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Lifespan, Incorporated Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Lifespan, Incorporated Retirement Savings Plan side-by-side with 3 peers →

Lifespan, Incorporated Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is White Mountain School DC Plan in NH ($6M); by covered participants it is Community Living Alliance 403(b) Plan in WI (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Lifespan, Incorporated Retirement Savings Plan assets move in 2023? ▼
Lifespan, Incorporated Retirement Savings Plan grew sharply - up 20.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Lifespan, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespan, Incorporated's sponsor-wide assets grew 37.1%, from $5M to $7M.
Which Other plans are similar in size to Lifespan, Incorporated Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is White Mountain School DC Plan in NH ($6M, 49 participants).
Which Other plans cover a similar participant headcount to Lifespan, Incorporated Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Living Alliance 403(b) Plan in WI (337 participants, $3M 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 561142969.

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.