Other · DOL Form 5500 · 2023
Chelsea Jewish Lifecare, Inc. Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,330
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $24,274
- Avg per participant Low balance/head
Official DOL plan name: Legacy Lifecare 403(b) Plan · Sponsored by Chelsea Jewish Lifecare, Inc. · Massachusetts · Other Services
$32M in assets, 1,330 participants
Chelsea Jewish Lifecare, Inc.'s Legacy Lifecare 403(b) Plan reported $32M in total assets and 1,330 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,096 in Other Services (7,857 peers)
Coverage in Massachusetts
Legacy Lifecare 403(b) Plan covers 1,330 participants in Massachusetts, 2.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $32M.
- #7,096
- in Other Services (7,857 peers)
- +16.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Legacy Lifecare 403(b) Plan's outsized position by total assets
Legacy Lifecare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,284,158 Top 20% higher than 80% 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
Legacy Lifecare 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Lifecare 403(b) Plan lands in the large band (1,330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Lifecare 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Legacy Lifecare 403(b) Plan reported participants rose from 1,018 in the plan year 2022 filing to 1,330 in the plan year 2023 filing.
- Legacy Lifecare 403(b) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 510141617 · Chelsea Jewish Lifecare, Inc. PY 2023 · Other
Legacy Lifecare 403(b) Plan · $32M · 1,330 · 80th
- TYPE $32M
- TYPE 1,330
- TYPE 80th
- TYPE Other
- TYPE near The David and Lucile Packard Foundation Employee Contribution Retirement Plan
- TYPE ind #7096
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 Other Services retirement plans → · Plans in Massachusetts →
Legacy Lifecare 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 510141617 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chelsea Jewish Lifecare, Inc.)
Sponsor-wide plan assets over time
All Chelsea Jewish Lifecare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 32.57404904986803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $28M |
| 2023 | 1 | 1,330 | $32M |
| 2024 | 1 | 1,425 | $37M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Legacy Lifecare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The David and Lucile Packard Foundation Employee Contribution Retirement Plan in CA ($32M); by covered participants it is Stevens Institute of Technology Defined Contributi in NJ (1,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- The David and Lucile Packard Foundation Employee Contribution Retirement Plan (CA) $32M · 89
- Primary Health Network Retirement Savings Plan (PA) $32M · 609
- Eden II School for Autistic Children, Inc. Tax-Deferred Annuity Plan (NY) $32M · 340
- St. Ann's Community 403(b) Retirement Plan (NY) $32M · 1,112
Similar participant headcount
Nearest other-state filings by covered participants (1,330 participants); asset peers above are excluded.
- Stevens Institute of Technology Defined Contributi (NJ) 1,330 · 0 off
- The Rockefeller University Retirement Plan (NY) 1,330 · 0 off
- Regis University Defined Contribution Plan (CO) 1,329 · 1 off
- 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) 1,328 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.