Other · DOL Form 5500 · 2023

Lifeswork of Western PA Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
84
Participants Small participant base
36th
Percentile by assets National rank
$37,054
Avg per participant Low balance/head
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Official DOL plan name: 403b Thrift Plan for Life'swork of Western PA · Sponsored by Lifeswork of Western PA · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 84 participants

Lifeswork of Western PA's 403b Thrift Plan for Life'swork of Western PA reported $3M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,605 in Healthcare & Social Assistance (17,684 peers)

Lifeswork of Western PA multi-year trail

Lifeswork of Western PA's plans moved +36.0% in assets from 2022 to 2024; this filing shows 403b Thrift Plan for Life'swork of Western PA at $3M / 84 participants.

#6,605
in Healthcare & Social Assistance (17,684 peers)
+25.4%
assets growth YoY

403b Thrift Plan for Life'swork of Western PA's mid-pack asset rank among Healthcare & Social Assistance and all filers

403b Thrift Plan for Life'swork of Western PA vs every filed plan by assets

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

$3,112,537 36th percentile higher than 36% 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

403b Thrift Plan for Life'swork of Western PA among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Life'swork of Western PA is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403b Thrift Plan for Life'swork of Western PA reported participants fell from 123 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • 403b Thrift Plan for Life'swork of Western PA reported net income rose from $484K in the plan year 2022 filing to $630K in the plan year 2023 filing.
  • 403b Thrift Plan for Life'swork of Western PA end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 250969438 · Lifeswork of Western PA PY 2023 · Other

403b Thrift Plan for Life'swork of Western PA · $3M · 84 · 36th

  • EIN $3M
  • EIN 84
  • EIN 36th
  • EIN Other
  • EIN near Hubbard Hill Estates Inc. Retirement Plan
  • EIN ind #6605

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 Pennsylvania →

403b Thrift Plan for Life'swork of Western PA in the asset neighbourhood

Vermont Permanency Initiative, Inc. 403(b) PlanVermont Permanency Initiativ…$3M403b Thrift Plan for Life'swork of Western PA403b Thrift Plan for Life'sw…$3MHubbard Hill Estates Inc. Retirement PlanHubbard Hill Estates Inc. Re…$3MHarbor's Edge Retirement Plan$3MGoodwill Industries of Sacramento Valley & Northern Nevada 403(b) Retirement PlanGoodwill Industries of Sacra…$3M
End-of-year total assets ($M) among 403b Thrift Plan for Life'swork of Western PA and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lifeswork of Western PA multi-year asset trail

Sponsor-wide plan assets over time

All Lifeswork of Western PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.97767964310629% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.48M $3.38M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 123 $2M
2023 1 84 $3M
2024 1 94 $3M

Lifeswork of Western PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$630K
Employer EIN250969438
Plan Effective Date1994-07-26
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

403b Thrift Plan for Life'swork of Western PA vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants 403b Thrift Plan for Life'swork of Western PA, Total assets ($B): 0.003112537 · Participants: 84403b Thrift Plan for Life'swork of Western PAThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
403b Thrift Plan for Life'swork of Western PA vs. nearby Other plans in Pennsylvania, assets vs. participants

403b Thrift Plan for Life'swork of Western PA's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Hubbard Hill Estates Inc. Retirement Plan in IN ($3M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 403b Thrift Plan for Life'swork of Western PA assets move in 2023?
403b Thrift Plan for Life'swork of Western PA grew sharply - up 25.4% during 2023, from $2M to $3M. Reported net income was $630K.
How have Lifeswork of Western PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Lifeswork of Western PA's sponsor-wide assets grew 36.0%, from $2M to $3M.
Which Other plans are similar in size to 403b Thrift Plan for Life'swork of Western PA?
Among Other plans in other states, the closest by assets is Hubbard Hill Estates Inc. Retirement Plan in IN ($3M, 179 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan for Life'swork of Western PA?
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (84 participants, $16M in assets).