Other · DOL Form 5500 · 2024

Lifeworks Services, Inc. (Contract) Retirement Plan

Data updated 2026-08-11

$21M
Total assets
2,474
Participants
71st
Percentile by assets
$8,333
Avg per participant
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Official DOL plan name: Thrift Retirement Plan · Sponsored by Lifeworks Services, Inc. (Contract) · Minnesota · Healthcare & Social Assistance

$21M in assets, 2,474 participants

Lifeworks Services, Inc. (Contract)'s Thrift Retirement Plan reported $21M in total assets and 2,474 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 123,622 plans)
  • #12,727 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Thrift Retirement Plan covers 2,474 participants in Minnesota, 2.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $21M.

$21M
total plan assets (2024 EOY)
2,474
covered participants
71st
percentile by assets (of 123,622 plans)
$8,333
avg assets per participant

Where Thrift Retirement Plan sits by total assets

Thrift Retirement Plan vs every filed plan by assets

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

$20,616,174 Top 29% higher than 71% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thrift Retirement Plan reported participants rose from 1,707 in the plan year 2023 filing to 2,474 in the plan year 2024 filing.
  • Thrift Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Thrift Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Thrift Retirement Plan reports 2,474 participants - 2.2x that state average ($21M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN410907857
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeworks Services, Inc. (Contract))

$16M$18M$20M$22M 202220232024 $16.6M $20.6M ▲ +24.4%
Total plan assets by year, all Lifeworks Services, Inc. (Contract) plans on file
Year Plans Participants Total Assets
2022 1 1,976 $17M
2023 1 1,707 $18M
2024 1 2,474 $21M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Thrift Retirement Plan, Total assets ($B): 0.020616174 · Participants: 2474Thrift Retirement PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals …, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals …Centracare Health Sy…, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health Sy…Carpenters & Joiners…, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners…University of St. Th…, Total assets ($B): 0.459707522 · Participants: 2357University of St. Th…
Thrift Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Thrift Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Thrift Retirement Plan assets move in 2024?
Thrift Retirement Plan grew at a solid clip - up 11.7% during 2024, from $18M to $21M. Reported net income was $2M.
How have Lifeworks Services, Inc. (Contract) plan assets changed over time?
Across 3 plan years on file (2022-2024), Lifeworks Services, Inc. (Contract)'s sponsor-wide assets grew 24.4%, from $17M to $21M.
Which Other plans are similar in size to Thrift Retirement Plan?
Among Other plans in other states, the closest by assets is Seattle Institute for Biomedical and Clinical Research 403(b) DC Plan in WA ($21M, 100 participants).

Filing takeaways

Ways to act on Thrift Retirement Plan's numbers.