401(k) · DOL Form 5500 · 2024
Lifeworks (US) Ltd. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 1,356
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $72,963
- Avg per participant Below avg balance/head
Official DOL plan name: Lifeworks (US) Ltd. 401(k) Savings Plan · Sponsored by Lifeworks (US) Ltd. · Georgia · Professional & Technical Services
$99M in assets, 1,356 participants
Lifeworks (US) Ltd.'s Lifeworks (US) Ltd. 401(k) Savings Plan reported $99M in total assets and 1,356 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,452 in Professional & Technical Services (20,173 peers)
Where Lifeworks (US) Ltd. 401(k) Savings Plan sits by assets
Lifeworks (US) Ltd. 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $99M for 1,356 participants (~$72,963/participant), up 13.8% in 2024.
- #18,452
- in Professional & Technical Services (20,173 peers)
- +13.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lifeworks (US) Ltd. 401(k) Savings Plan's outsized position by total assets
Lifeworks (US) Ltd. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$98,937,507 Top 10% higher than 90% 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
Lifeworks (US) Ltd. 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeworks (US) Ltd. 401(k) Savings Plan lands in the large band (1,356 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifeworks (US) Ltd. 401(k) Savings Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Lifeworks (US) Ltd. 401(k) Savings Plan reported participants fell from 1,672 in the plan year 2023 filing to 1,356 in the plan year 2024 filing.
- Lifeworks (US) Ltd. 401(k) Savings Plan end-of-year assets rose from $87M in the plan year 2023 filing to $99M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521883918 · Lifeworks (US) Ltd. PY 2024 · 401(k)
Lifeworks (US) Ltd. 401(k) Savings Plan · $99M · 1,356 · 90th
- PCT $99M
- EIN 1,356
- RANK 90th
- PHOTO 401(k)
- IND near Carriage Services 401(k) Plan
- EOY ind #18452
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Lifeworks (US) Ltd. 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $12M |
| Employer EIN | 521883918 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifeworks (US) Ltd.)
Sponsor-wide plan assets over time
All Lifeworks (US) Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 30.935147725009994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,626 | $76M |
| 2023 | 1 | 1,672 | $87M |
| 2024 | 1 | 1,356 | $99M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Lifeworks (US) Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Carriage Services 401(k) Plan in TX ($99M); by covered participants it is Wideopenwest 401(k) Plan in CO (1,356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Carriage Services 401(k) Plan (TX) $99M · 2,407
- Sp Holdings, Inc. 401(k) Plan (WA) $99M · 472
- Gtp Savings Plan (PA) $99M · 461
- International Brotherhood of Electrical Workers Local Union 305 Pension Plan (IN) $99M · 749
Similar participant headcount
Nearest other-state filings by covered participants (1,356 participants); asset peers above are excluded.
- Wideopenwest 401(k) Plan (CO) 1,356 · 0 off
- New Jersey Resources Corporation Employees' Retirement Savings Plan (NJ) 1,356 · 0 off
- Harbor Group Inc. 401(k) Plan (IA) 1,356 · 0 off
- Centric Brands 401(k) Plan (NY) 1,356 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.