Other · DOL Form 5500 · 2023

Lifeworks Nw Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
549
Participants Below avg headcount
79th
Percentile by assets National rank
$52,420
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifeworks Nw Defined Contribution Retirement Plan · Sponsored by Lifeworks Nw · Oregon · Healthcare & Social Assistance

$29M in assets, 549 participants

Lifeworks Nw's Lifeworks Nw Defined Contribution Retirement Plan reported $29M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,480 in Healthcare & Social Assistance (17,684 peers)

Where Lifeworks Nw Defined Contribution Retirement Plan sits by assets

Lifeworks Nw Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 549 participants (~$52,420/participant), up 13.8% in 2023.

#14,480
in Healthcare & Social Assistance (17,684 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lifeworks Nw Defined Contribution Retirement Plan's outsized position by total assets

Lifeworks Nw Defined Contribution Retirement Plan vs every filed plan by assets

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

$28,778,361 Top 21% higher than 79% 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

Lifeworks Nw Defined Contribution Retirement 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. Lifeworks Nw Defined Contribution Retirement Plan sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifeworks Nw Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lifeworks Nw Defined Contribution Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Lifeworks Nw Defined Contribution Retirement Plan reported participants rose from 536 in the plan year 2022 filing to 549 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930502822 · Lifeworks Nw PY 2023 · Other

Lifeworks Nw Defined Contribution Retirement Plan · $29M · 549 · 79th

  • VS-ST $29M
  • BOY 549
  • SCH 79th
  • EBSA Other
  • PART near Saint Josephs College Defined Contribution Retirement Plan
  • TYPE ind #14480

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 Oregon →

Lifeworks Nw Defined Contribution Retirement Plan in the asset neighbourhood

American Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$29MClaflin University DC Retirement PlanClaflin University DC Retire…$29MMclean School of Maryland Retirement PlanMclean School of Maryland Re…$29MSaint Josephs College Defined Contribution Retirement PlanSaint Josephs College Define…$29MLifeworks Nw Defined Contribution Retirement PlanLifeworks Nw Defined Contrib…$29M
End-of-year total assets ($M) among Lifeworks Nw Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN930502822
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeworks Nw)

Sponsor-wide plan assets over time

All Lifeworks Nw plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.86984817084667% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.3M $32.6M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 536 $25M
2023 1 549 $29M
2024 1 545 $33M

Nearby Other Plans in Oregon

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

Lifeworks Nw Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Lifeworks Nw Defined Contribution Retirement Plan, Total assets ($B): 0.028778361 · Participants: 549Lifeworks Nw Defined Contribution Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Lifeworks Nw Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Lifeworks Nw Defined Contribution Retirement Plan side-by-side with 3 peers →

Lifeworks Nw Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Saint Josephs College Defined Contribution Retirement Plan in IN ($29M); by covered participants it is Marin Community Clinics 403(b) Savings & Investment Plan in CA (549 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (549 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 Lifeworks Nw Defined Contribution Retirement Plan assets move in 2023? ▼
Lifeworks Nw Defined Contribution Retirement Plan grew at a solid clip - up 13.8% during 2023, from $25M to $29M. Reported net income was $3M.
How have Lifeworks Nw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks Nw's sponsor-wide assets grew 28.9%, from $25M to $33M.
Where does Lifeworks Nw Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Lifeworks Nw Defined Contribution Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lifeworks Nw Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Josephs College Defined Contribution Retirement Plan in IN ($29M, 7 participants).
Which Other plans cover a similar participant headcount to Lifeworks Nw Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marin Community Clinics 403(b) Savings & Investment Plan in CA (549 participants, $24M 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 930502822.

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.