Defined Benefit (Pension) · DOL Form 5500 · 2024

Lifespire, Inc. Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
838
Participants Near avg headcount
85th
Percentile by assets National rank
$67,026
Avg per participant Below avg balance/head
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Official DOL plan name: Lifespire Retirement Plan · Sponsored by Lifespire, Inc. · New York · Healthcare & Social Assistance

$56M in assets, 838 participants

Lifespire, Inc.'s Lifespire Retirement Plan reported $56M in total assets and 838 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,805 in Healthcare & Social Assistance (16,916 peers)

Where Lifespire Retirement Plan sits by assets

Lifespire Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 838 participants (~$67,026/participant), up 7.7% in 2024.

#14,805
in Healthcare & Social Assistance (16,916 peers)
+7.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lifespire Retirement Plan's outsized position by total assets

Lifespire Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$56,167,751 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Lifespire 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. Lifespire Retirement Plan sits mid-pack in the medium band (838 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifespire Retirement Plan reported participants rose from 344 in the plan year 2023 filing to 838 in the plan year 2024 filing.
  • Lifespire Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lifespire Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132526022 · Lifespire, Inc. PY 2024 · Defined Benefit (Pension)

Lifespire Retirement Plan · $56M · 838 · 85th

  • EOY $56M
  • EOY 838
  • EOY 85th
  • EOY Defined Benefit (Pension)
  • EOY near Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • EOY ind #14805

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 New York →

Lifespire Retirement Plan in the asset neighbourhood

Marion General Hospital Employees' Retirement PlanMarion General Hospital Empl…$56MLifespire Retirement Plan$56MHapo Community Credit Union Cash Balance Defined Benefit Plan and TrustHapo Community Credit Union …$56MLandmark Credit Union Defined Benefit PlanLandmark Credit Union Define…$56MThe Gorman-Rupp Company Retirement PlanThe Gorman-Rupp Company Reti…$56M
End-of-year total assets ($M) among Lifespire Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$56M
Net Income$4M
Employer EIN132526022
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifespire, Inc.)

Sponsor-wide plan assets over time

All Lifespire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 19.406037365913416% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47M $56.2M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 357 $47M
2023 1 344 $52M
2024 1 838 $56M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lifespire Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lifespire Retirement Plan, Total assets ($B): 0.056167751 · Participants: 838Lifespire Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Lifespire Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lifespire Retirement Plan side-by-side with 3 peers →

Lifespire Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($56M); by covered participants it is Michiana Area Electrical Workers Pension Fund in MI (838 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (838 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifespire Retirement Plan assets move in 2024? ▼
Lifespire Retirement Plan grew at a solid clip - up 7.7% during 2024, from $52M to $56M. Reported net income was $4M.
How have Lifespire, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifespire, Inc.'s sponsor-wide assets grew 19.4%, from $47M to $56M.
Where does Lifespire Retirement Plan rank by assets among Form 5500 filers? ▼
Lifespire Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lifespire Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($56M, 456 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lifespire Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michiana Area Electrical Workers Pension Fund in MI (838 participants, $228M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132526022.

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.