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
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
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.
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
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
| 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 EIN | 250969438 |
| Plan Effective Date | 1994-07-26 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.