Other · DOL Form 5500 · 2024
Lifespan, Incorporated Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $20,534
- Avg per participant Low balance/head
Official DOL plan name: Lifespan, Incorporated Retirement Savings Plan · Sponsored by Lifespan, Incorporated · North Carolina · Other Services
$7M in assets, 358 participants
Lifespan, Incorporated's Lifespan, Incorporated Retirement Savings Plan reported $7M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,374 in Other Services (7,719 peers)
Coverage in North Carolina
Lifespan, Incorporated Retirement Savings Plan covers 358 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #5,374
- in Other Services (7,719 peers)
- +13.7%
- assets growth YoY
Lifespan, Incorporated Retirement Savings Plan's mid-pack asset rank among Other Services and all filers
Lifespan, Incorporated Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,351,263 49th percentile higher than 49% 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
Lifespan, Incorporated Retirement Savings 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. Lifespan, Incorporated Retirement Savings Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifespan, Incorporated Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $883K in the plan year 2024 filing.
- Lifespan, Incorporated Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Lifespan, Incorporated Retirement Savings Plan reported participants rose from 337 in the plan year 2023 filing to 358 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561142969 · Lifespan, Incorporated PY 2024 · Other
Lifespan, Incorporated Retirement Savings Plan · $7M · 358 · 49th
- RANK $7M
- RANK 358
- RANK 49th
- RANK Other
- RANK near Lawyers Committee for Civil Rights Under Law 403(b) Plan
- RANK ind #5374
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 Other Services retirement plans → · Plans in North Carolina →
Lifespan, Incorporated Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $883K |
| Employer EIN | 561142969 |
| Plan Effective Date | 2006-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespan, Incorporated)
Sponsor-wide plan assets over time
All Lifespan, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.076239147431586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $5M |
| 2023 | 1 | 337 | $6M |
| 2024 | 1 | 358 | $7M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Lifespan, Incorporated Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Lawyers Committee for Civil Rights Under Law 403(b) Plan in DC ($7M); by covered participants it is Comprehensive Senior Care Corp. 403b Plan in MI (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 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.