Other · DOL Form 5500 · 2024

Lifecare Alliance Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
265
Participants Below avg headcount
43rd
Percentile by assets National rank
$19,955
Avg per participant Low balance/head
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Official DOL plan name: Lifecare Alliance 403(b) Retirement Plan · Sponsored by Lifecare Alliance · Ohio · Healthcare & Social Assistance

$5M in assets, 265 participants

Lifecare Alliance's Lifecare Alliance 403(b) Retirement Plan reported $5M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,833 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Lifecare Alliance 403(b) Retirement Plan covers 265 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#7,833
in Healthcare & Social Assistance (16,916 peers)
+7.4%
assets growth YoY

Lifecare Alliance 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifecare Alliance 403(b) Retirement Plan vs every filed plan by assets

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

$5,288,082 43rd percentile higher than 43% 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

Lifecare Alliance 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. Lifecare Alliance 403(b) Retirement Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifecare Alliance 403(b) Retirement Plan reported net income fell from $601K in the plan year 2023 filing to $367K in the plan year 2024 filing.
  • Lifecare Alliance 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lifecare Alliance 403(b) Retirement Plan reported participants rose from 250 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 314379494 · Lifecare Alliance PY 2024 · Other

Lifecare Alliance 403(b) Retirement Plan · $5M · 265 · 43rd

  • TYPE $5M
  • NET 265
  • BOOK 43rd
  • VS-ST Other
  • BOY near New Directions Northwest, Inc. 403b Profit Sharing Plan
  • SCH ind #7833

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 Ohio →

Lifecare Alliance 403(b) Retirement Plan in the asset neighbourhood

Community Resource Project, Inc. 403(b) PlanCommunity Resource Project, …$5MLifecare Alliance 403(b) Retirement PlanLifecare Alliance 403(b) Ret…$5MNew Directions Northwest, Inc. 403b Profit Sharing PlanNew Directions Northwest, In…$5MHardin County General Hospital Tax Deferred Annuity PlanHardin County General Hospit…$5MTax Deferred Annuity Plan for Employees of ChugachmiutTax Deferred Annuity Plan fo…$5M
End-of-year total assets ($M) among Lifecare Alliance 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$367K
Employer EIN314379494
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifecare Alliance)

Sponsor-wide plan assets over time

All Lifecare Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.387377817030004% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.32M $5.29M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 215 $4M
2023 1 250 $5M
2024 1 265 $5M

Nearby Other Plans in Ohio

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

Lifecare Alliance 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lifecare Alliance 403(b) Retirement Plan, Total assets ($B): 0.005288082 · Participants: 265Lifecare Alliance 403(b) Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Lifecare Alliance 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Lifecare Alliance 403(b) Retirement Plan side-by-side with 3 peers →

Lifecare Alliance 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is New Directions Northwest, Inc. 403b Profit Sharing Plan in OR ($5M); by covered participants it is United Nations Foundation, Inc. 403(b) DC Plan in DC (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Lifecare Alliance 403(b) Retirement Plan assets move in 2024? ▼
Lifecare Alliance 403(b) Retirement Plan grew at a solid clip - up 7.4% during 2024, from $5M to $5M. Reported net income was $367K.
How have Lifecare Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifecare Alliance's sponsor-wide assets grew 22.4%, from $4M to $5M.
Which Other plans are similar in size to Lifecare Alliance 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New Directions Northwest, Inc. 403b Profit Sharing Plan in OR ($5M, 134 participants).
Which Other plans cover a similar participant headcount to Lifecare Alliance 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United Nations Foundation, Inc. 403(b) DC Plan in DC (265 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 314379494.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.