401(k)
2023 plan-year 401(k) DOL Form 5500

Lifelinc Corporation 401(k)Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lifelinc Corporation · Tennessee · Healthcare & Social Assistance

What the 2023 filing shows

Lifelinc Corporation 401(k)Plan holds $14M for 223 participants — about $62,702 per participant, up 36.9% over the 2023 plan year.

$14M
total plan assets (2023 EOY)
223
covered participants
$62,702
avg assets per participant
+36.9%
assets growth YoY
Total Assets (2023)
$14M
Participants
223
State
Industry
Healthcare & Social Assistance

What the Filing Says About Lifelinc Corporation 401(k)Plan

Lifelinc Corporation 401(k)Plan is a 401(k) retirement plan sponsored by Lifelinc Corporation, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 223 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 275416658, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $14M at year-end — a gain of 36.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$4M
Plan Type401(k)
Employer EIN275416658
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifelinc Corporation)

Year Plans Participants Total Assets
2022 1 180 $10M
2023 1 223 $14M
2024 1 229 $18M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lifelinc Corporation 401(k)Plan?
As of the 2023 Form 5500 filing, Lifelinc Corporation 401(k)Plan holds $14M in total assets with 223 participants. It is sponsored by Lifelinc Corporation.
What type of plan is Lifelinc Corporation 401(k)Plan?
Lifelinc Corporation 401(k)Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 275416658.
Who sponsors the Lifelinc Corporation 401(k)Plan?
Lifelinc Corporation 401(k)Plan is sponsored by Lifelinc Corporation, located in Tennessee. The sponsor's EIN is 275416658 and the plan operates in the Healthcare & Social Assistance industry.
How did Lifelinc Corporation 401(k)Plan perform in 2023?
Lifelinc Corporation 401(k)Plan grew by 36.9% during 2023, moving from $10M to $14M in total assets. Net income was $4M.
Where can I find official filings for Lifelinc Corporation 401(k)Plan?
Official Form 5500 filings for Lifelinc Corporation 401(k)Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 275416658 or plan name at efast.dol.gov.
How does Lifelinc Corporation 401(k)Plan compare to other plans?
You can compare Lifelinc Corporation 401(k)Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 275416658.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.