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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2022→2023 release diff →

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

403(b) Thrift Plan for Employees of North County Lifeline403(b) Thrift Plan for Emplo…$4MInfinity Laboratories LLC 401(k) Profit Sharing Plan and TrustInfinity Laboratories LLC 40…$4MYgrene 401(k) Plan$4MPrime Digital 401(k) Plan$4MPepperdash Technology Corporation 401(k) PlanPepperdash Technology Corpor…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of North County Lifeline and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$418K
Employer EIN952794253
Plan Effective Date2018-07-01
Filing StatusFILING 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
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.43M ▲ +11.0%
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.

403(b) Thrift Plan for Employees of North County Lifeline vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of North County Lifeline, Total assets ($B): 0.003512928 · Participants: 147403(b) Thrift Plan for Employees of North County LifelineWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan for Employees of North County Lifeline vs. nearby 401(k) plans in California, assets vs. participants

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.

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 North County Lifeline assets move in 2023?
403(b) Thrift Plan for Employees of North County Lifeline grew at a solid clip - up 13.5% during 2023, from $3M to $4M. Reported net income was $418K.
How have North County Lifeline plan assets changed over time?
Across 3 plan years on file (2022-2024), North County Lifeline's sponsor-wide assets grew 10.7%, from $3M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of North County Lifeline?
Among 401(k) plans in other states, the closest by assets is Infinity Laboratories LLC 401(k) Profit Sharing Plan and Trust in CO ($4M, 138 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of North County Lifeline?
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M in assets).