Other · DOL Form 5500 · 2024

Lifequest, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
280
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,677
Avg per participant Low balance/head
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Official DOL plan name: Lifequest, Inc. 403(b) Retirement Plan · Sponsored by Lifequest, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 280 participants

Lifequest, Inc.'s Lifequest, Inc. 403(b) Retirement Plan reported $2M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,168 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Lifequest, Inc. 403(b) Retirement Plan covers 280 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,168
in Healthcare & Social Assistance (16,916 peers)
+17.2%
assets growth YoY

Lifequest, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Lifequest, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,429,680 32nd percentile higher than 32% 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

Lifequest, Inc. 403(b) 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. Lifequest, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifequest, Inc. 403(b) Retirement Plan reported net income fell from $532K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Lifequest, Inc. 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lifequest, Inc. 403(b) Retirement Plan reported participants rose from 247 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061097850 · Lifequest, Inc. PY 2024 · Other

Lifequest, Inc. 403(b) Retirement Plan · $2M · 280 · 32nd

  • EOY $2M
  • EOY 280
  • EOY 32nd
  • EOY Other
  • EOY near San Joaquin County Child Abuse Prevention Council 403(b) Plan
  • EOY ind #5168

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 Pennsylvania →

Lifequest, Inc. 403(b) Retirement Plan in the asset neighbourhood

People Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$2MLifequest, Inc. 403(b) Retirement PlanLifequest, Inc. 403(b) Retir…$2MSan Joaquin County Child Abuse Prevention Council 403(b) PlanSan Joaquin County Child Abu…$2MSouthern California Health & Rehabilitation Program 403(b) PlanSouthern California Health &…$2MSenior Resource Association 403(b) PlanSenior Resource Association …$2M
End-of-year total assets ($M) among Lifequest, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$356K
Employer EIN061097850
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifequest, Inc.)

Sponsor-wide plan assets over time

All Lifequest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.57251884633943% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.43M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 247 $2M
2023 1 247 $2M
2024 1 280 $2M

Nearby Other Plans in Pennsylvania

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

Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lifequest, Inc. 403(b) Retirement Plan, Total assets ($B): 0.00242968 · Participants: 280Lifequest, Inc. 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Lifequest, Inc. 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Lifequest, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is San Joaquin County Child Abuse Prevention Council 403(b) Plan in CA ($2M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Lifequest, Inc. 403(b) Retirement Plan assets move in 2024?
Lifequest, Inc. 403(b) Retirement Plan grew sharply - up 17.2% during 2024, from $2M to $2M. Reported net income was $356K.
How have Lifequest, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lifequest, Inc.'s sponsor-wide assets grew 57.6%, from $2M to $2M.
Which Other plans are similar in size to Lifequest, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is San Joaquin County Child Abuse Prevention Council 403(b) Plan in CA ($2M, 190 participants).
Which Other plans cover a similar participant headcount to Lifequest, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Chinatown Service Center 403(b) in CA (280 participants, $12M in assets).