Other · DOL Form 5500 · 2023

Lifeworks, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
425
Participants Below avg headcount
51st
Percentile by assets National rank
$16,866
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Lifeworks, Inc. · Sponsored by Lifeworks, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 425 participants

Lifeworks, Inc.'s 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported $7M in total assets and 425 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,057 in Healthcare & Social Assistance (17,684 peers)

Lifeworks, Inc. multi-year trail

Lifeworks, Inc.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Lifeworks, Inc. at $7M / 425 participants.

#10,057
in Healthcare & Social Assistance (17,684 peers)
+25.3%
assets growth YoY

403(b) Thrift Plan for Employees of Lifeworks, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Lifeworks, Inc. vs every filed plan by assets

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

$7,168,196 Top 49% higher than 51% 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

403(b) Thrift Plan for Employees of Lifeworks, Inc. 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. 403(b) Thrift Plan for Employees of Lifeworks, Inc. sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported participants rose from 211 in the plan year 2022 filing to 425 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported net income rose from $942K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Lifeworks, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222512887 · Lifeworks, Inc. PY 2023 · Other

403(b) Thrift Plan for Employees of Lifeworks, Inc. · $7M · 425 · 51st

  • NET $7M
  • BOOK 425
  • VS-ST 51st
  • BOY Other
  • SCH near Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.
  • EBSA ind #10057

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 Massachusetts →

403(b) Thrift Plan for Employees of Lifeworks, Inc. in the asset neighbourhood

St. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$7M403(b) Thift Plan of the Arc Gloucester403(b) Thift Plan of the Arc…$7M403(b) Thrift Plan for Employees of Lifeworks, Inc.403(b) Thrift Plan for Emplo…$7MSupplemental 403(b) Thrift Plan of the Osborne Association, Inc.Supplemental 403(b) Thrift P…$7MGracemed Health Clinic, Inc. 403(b) Retirement PlanGracemed Health Clinic, Inc.…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Lifeworks, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lifeworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lifeworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 45.133261267155476% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.72M $8.31M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 211 $6M
2023 1 425 $7M
2024 1 451 $8M

Lifeworks, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN222512887
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

403(b) Thrift Plan for Employees of Lifeworks, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Lifeworks, Inc., Total assets ($B): 0.007168196 · Participants: 425403(b) Thrift Plan for Employees of Lifeworks, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
403(b) Thrift Plan for Employees of Lifeworks, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Lifeworks, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Lifeworks, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in NY ($7M); by covered participants it is Residential Services of Ne Mn, Inc. 403b Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 403(b) Thrift Plan for Employees of Lifeworks, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Lifeworks, Inc. grew sharply - up 25.3% during 2023, from $6M to $7M. Reported net income was $1M.
How have Lifeworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks, Inc.'s sponsor-wide assets grew 45.1%, from $6M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Lifeworks, Inc.? ▼
Among Other plans in other states, the closest by assets is Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in NY ($7M, 342 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Lifeworks, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Residential Services of Ne Mn, Inc. 403b Plan in MN (425 participants, $7M 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 222512887.

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.