Other · DOL Form 5500 · 2024
Lifesteps, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 702
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $7,246
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Lifesteps, Inc. · Sponsored by Lifesteps, Inc. · Pennsylvania · Healthcare & Social Assistance
$5M in assets, 702 participants
Lifesteps, Inc.'s Tax Deferred Annuity Plan of Lifesteps, Inc. reported $5M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,687 in Healthcare & Social Assistance (16,916 peers)
Lifesteps, Inc. multi-year trail
Lifesteps, Inc.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Lifesteps, Inc. at $5M / 702 participants.
- #7,687
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
Tax Deferred Annuity Plan of Lifesteps, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Lifesteps, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,086,747 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tax Deferred Annuity Plan of Lifesteps, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Lifesteps, Inc. sits mid-pack in the medium band (702 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan of Lifesteps, Inc. reported net income rose from $501K in the plan year 2023 filing to $709K in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Lifesteps, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Lifesteps, Inc. reported participants fell from 737 in the plan year 2023 filing to 702 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251665243 · Lifesteps, Inc. PY 2024 · Other
Tax Deferred Annuity Plan of Lifesteps, Inc. · $5M · 702 · 42nd
- NET $5M
- BOOK 702
- VS-ST 42nd
- BOY Other
- SCH near Foxcroft Academy 403(b) DC and Tda Plan
- EBSA ind #7687
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 Pennsylvania →
Tax Deferred Annuity Plan of Lifesteps, Inc. in the asset neighbourhood
Lifesteps, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lifesteps, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 31.18970505478158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 759 | $4M |
| 2023 | 1 | 737 | $4M |
| 2024 | 1 | 702 | $5M |
Lifesteps, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $709K |
| Employer EIN | 251665243 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Tax Deferred Annuity Plan of Lifesteps, Inc.'s out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Foxcroft Academy 403(b) DC and Tda Plan in ME ($5M); by covered participants it is Macalester College 403(b) Retirement Plan in MN (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (702 participants); asset peers above are excluded.
- Macalester College 403(b) Retirement Plan (MN) 702 · 0 off
- Trinity College 403(b) Retirement Plan (CT) 702 · 0 off
- The New Teacher Project 403(b) Plan (NY) 701 · 1 off
- Guernsey Health Systems 403(b) Savings Plan (OH) 703 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.