Other · DOL Form 5500 · 2023

Chelsea Jewish Lifecare, Inc. Retirement Plan

Data updated 2026-08-11

$32M
Total assets
1,330
Participants
80th
Percentile by assets
$24,274
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$32M
total plan assets (2023 EOY)
1,330
covered participants
80th
percentile by assets (of 127,072 plans)
$24,274
avg assets per participant

Where Legacy Lifecare 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Other Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Legacy Lifecare 403(b) Plan reports 1,330 participants - 2.0x that state average ($32M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN510141617
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chelsea Jewish Lifecare, Inc.)

$25M$30M$35M$40M 202220232024 $27.7M $36.8M ▲ +32.6%
Total plan assets by year, all Chelsea Jewish Lifecare, Inc. plans on file
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.

Legacy Lifecare 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Legacy Lifecare 403(…, Total assets ($B): 0.032284158 · Participants: 1330Legacy Lifecare 403(…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Legacy Lifecare 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Legacy Lifecare 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Legacy Lifecare 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Legacy Lifecare 403(b) Plan assets move in 2023? ▼
Legacy Lifecare 403(b) Plan grew sharply - up 16.4% during 2023, from $28M to $32M. Reported net income was $5M.
How have Chelsea Jewish Lifecare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chelsea Jewish Lifecare, Inc.'s sponsor-wide assets grew 32.6%, from $28M to $37M.
Where does Legacy Lifecare 403(b) Plan rank by assets among Form 5500 filers? ▼
Legacy Lifecare 403(b) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Legacy Lifecare 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The David and Lucile Packard Foundation Employee Contribution Retirement Plan in CA ($32M, 89 participants).

Next read for Legacy Lifecare 403(b) Plan

Filing takeaways

Ways to act on Legacy Lifecare 403(b) Plan's numbers.

  • By total assets, Legacy Lifecare 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Chelsea Jewish Lifecare, Inc.'s sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Other Services plans

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 510141617.

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.