Other · DOL Form 5500 · 2024
Lifespace Communities, Inc. Retirement Plan
Data updated 2026-08-11
- $77M
- Total assets
- 4,372
- Participants
- 88th
- Percentile by assets
- $17,536
- Avg per participant
Official DOL plan name: Lifespace Communities 403(b) Plan · Sponsored by Lifespace Communities, Inc. · Texas · Healthcare & Social Assistance
$77M in assets, 4,372 participants
Lifespace Communities, Inc.'s Lifespace Communities 403(b) Plan reported $77M in total assets and 4,372 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #15,222 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Lifespace Communities 403(b) Plan covers 4,372 participants in Texas, 6.4x the typical Texas plan (state average ~688 per filing). Assets: $77M.
- $77M
- total plan assets (2024 EOY)
- 4,372
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $17,536
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifespace Communities 403(b) Plan end-of-year assets rose from $65M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Lifespace Communities 403(b) Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Lifespace Communities 403(b) Plan reported participants rose from 4,244 in the plan year 2023 filing to 4,372 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Lifespace Communities 403(b) Plan reports 4,372 participants - 6.4x that state average ($77M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $12M |
| Employer EIN | 421068850 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespace Communities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,722 | $54M |
| 2023 | 1 | 4,244 | $65M |
| 2024 | 1 | 4,372 | $77M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
Lifespace Communities 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lifespace Communities 403(b) Plan by total assets, not by location.
- Baylor School DC Plan (TN) $77M · 296
- Helen Ross Mcnabb Center, Inc., Retirement Plan (TN) $77M · 1,139
- American Management Association Savings & Investment Plan (NY) $76M · 128
- Providence Day School Defined Contribution Plan (NC) $76M · 406
Frequently Asked Questions
How did Lifespace Communities 403(b) Plan assets move in 2024? ▼
How have Lifespace Communities, Inc. plan assets changed over time? ▼
Where does Lifespace Communities 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lifespace Communities 403(b) Plan? ▼
Next read for Lifespace Communities 403(b) Plan
Filing takeaways
Ways to act on Lifespace Communities 403(b) Plan's numbers.
- By total assets, Lifespace Communities 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Lifespace Communities, Inc.'s sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans