Other · DOL Form 5500 · 2024
Lifespace Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 4,372
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $17,536
- Avg per participant Low balance/head
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.
- #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.
- #15,222
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Lifespace Communities 403(b) Plan's outsized position by total assets
Lifespace Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,665,979 Top 12% higher than 88% 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
Lifespace Communities 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifespace Communities 403(b) Plan lands in the large band (4,372 participants).
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.
DOL schedule card
Filing strip 421068850 · Lifespace Communities, Inc. PY 2024 · Other
Lifespace Communities 403(b) Plan · $77M · 4,372 · 88th
- IND $77M
- EOY 4,372
- 5500 88th
- ASSETS Other
- PCT near Baylor School DC Plan
- EIN ind #15222
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 Texas →
Lifespace Communities 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lifespace Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 41.02708531631457% vs 2022
- 2024 filing year
| 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.
- 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
Lifespace Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Baylor School DC Plan in TN ($77M); by covered participants it is Umass Memorial Health Care 403(b) Plan in MA (4,397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,372 participants); asset peers above are excluded.
- Umass Memorial Health Care 403(b) Plan (MA) 4,397 · 25 off
- University of Dayton Tda Plan (OH) 4,399 · 27 off
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) 4,313 · 59 off
- Middlesex Retirement Savings and Investment Plan (CT) 4,437 · 65 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.