401(k) · DOL Form 5500 · 2023
North County Lifeline 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $23,897
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of North County Lifeline · Sponsored by North County Lifeline · California · Healthcare & Social Assistance
$4M in assets, 147 participants
North County Lifeline's 403(b) Thrift Plan for Employees of North County Lifeline reported $4M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,065 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
403(b) Thrift Plan for Employees of North County Lifeline covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,065
- in Healthcare & Social Assistance (17,684 peers)
- +13.5%
- assets growth YoY
403(b) Thrift Plan for Employees of North County Lifeline's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of North County Lifeline vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,512,928 38th percentile higher than 38% 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
403(b) Thrift Plan for Employees of North County Lifeline 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 North County Lifeline sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of North County Lifeline reported net income fell from $647K in the plan year 2022 filing to $418K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of North County Lifeline reported participants rose from 125 in the plan year 2022 filing to 147 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of North County Lifeline end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952794253 · North County Lifeline PY 2023 · 401(k)
403(b) Thrift Plan for Employees of North County Lifeline · $4M · 147 · 38th
- ASSETS $4M
- ASSETS 147
- ASSETS 38th
- ASSETS 401(k)
- ASSETS near Infinity Laboratories LLC 401(k) Profit Sharing Plan and Trust
- ASSETS ind #7065
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 California →
403(b) Thrift Plan for Employees of North County Lifeline in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $418K |
| Employer EIN | 952794253 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North County Lifeline)
Sponsor-wide plan assets over time
All North County Lifeline plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 10.674714438002939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $3M |
| 2023 | 1 | 147 | $4M |
| 2024 | 1 | 154 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
403(b) Thrift Plan for Employees of North County Lifeline's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Infinity Laboratories LLC 401(k) Profit Sharing Plan and Trust in CO ($4M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.