Other · DOL Form 5500 · 2024
Lifelong Medical Care Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 887
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $40,014
- Avg per participant Low balance/head
Official DOL plan name: Lifelong Medical Care Retirement Plan · Sponsored by Lifelong Medical Care · California · Healthcare & Social Assistance
$35M in assets, 887 participants
Lifelong Medical Care's Lifelong Medical Care Retirement Plan reported $35M in total assets and 887 participants in its 2024 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.
- #14,000 in Healthcare & Social Assistance (16,916 peers)
Where Lifelong Medical Care Retirement Plan sits by assets
Lifelong Medical Care Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 887 participants (~$40,014/participant), up 34.2% in 2024.
- #14,000
- in Healthcare & Social Assistance (16,916 peers)
- +34.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lifelong Medical Care Retirement Plan's outsized position by total assets
Lifelong Medical Care Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,492,438 Top 20% higher than 80% 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
Lifelong Medical Care Retirement Plan 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. Lifelong Medical Care Retirement Plan sits mid-pack in the medium band (887 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifelong Medical Care Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Lifelong Medical Care Retirement Plan end-of-year assets fell from $52M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Lifelong Medical Care Retirement Plan reported participants fell from 1,011 in the plan year 2023 filing to 887 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942502308 · Lifelong Medical Care PY 2024 · Other
Lifelong Medical Care Retirement Plan · $35M · 887 · 80th
- NET $35M
- NET 887
- NET 80th
- NET Other
- NET near Childfund International, USA 403(b) Tax Deferred Annuity Plan
- NET ind #14000
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 →
Lifelong Medical Care Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $9M |
| Employer EIN | 942502308 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifelong Medical Care)
Sponsor-wide plan assets over time
All Lifelong Medical Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 68.26170970726352% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1,011 | $52M |
| 2024 | 2 | 1,898 | $88M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Lifelong Medical Care Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Childfund International, USA 403(b) Tax Deferred Annuity Plan in VA ($36M); by covered participants it is Talbert House 403(b) Plan in OH (888 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (887 participants); asset peers above are excluded.
- Talbert House 403(b) Plan (OH) 888 · 1 off
- Atlantic General Hospital Corporation Tax Deferred (MD) 888 · 1 off
- Pocono Health System Defined Contribution Plan (PA) 884 · 3 off
- Mmss 403b Plan (MS) 884 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.