Other · DOL Form 5500 · 2024
Chelsea Jewish Lifecare, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 1,425
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $25,812
- Avg per participant Low balance/head
Official DOL plan name: Legacy Lifecare 403(b) Plan · Sponsored by Chelsea Jewish Lifecare, Inc. · Massachusetts · Other Services
$37M in assets, 1,425 participants
Chelsea Jewish Lifecare, Inc.'s Legacy Lifecare 403(b) Plan reported $37M in total assets and 1,425 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #6,980 in Other Services (7,719 peers)
Coverage in Massachusetts
Legacy Lifecare 403(b) Plan covers 1,425 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $37M.
- #6,980
- in Other Services (7,719 peers)
- +13.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Legacy Lifecare 403(b) Plan's outsized position by total assets
Legacy Lifecare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,782,654 Top 20% higher than 80% 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
Legacy Lifecare 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. Legacy Lifecare 403(b) Plan lands in the large band (1,425 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legacy Lifecare 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Legacy Lifecare 403(b) Plan reported participants rose from 1,330 in the plan year 2023 filing to 1,425 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510141617 · Chelsea Jewish Lifecare, Inc. PY 2024 · Other
Legacy Lifecare 403(b) Plan · $37M · 1,425 · 80th
- RANK $37M
- PHOTO 1,425
- IND 80th
- EOY Other
- 5500 near San Luis Valley Health 403(b) Plan
- ASSETS ind #6980
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 Massachusetts →
Legacy Lifecare 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 510141617 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chelsea Jewish Lifecare, Inc.)
Sponsor-wide plan assets over time
All Chelsea Jewish Lifecare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 32.57404904986803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $28M |
| 2023 | 1 | 1,330 | $32M |
| 2024 | 1 | 1,425 | $37M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Legacy Lifecare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is San Luis Valley Health 403(b) Plan in CO ($37M); by covered participants it is Regis University Defined Contribution Plan in CO (1,426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,425 participants); asset peers above are excluded.
- Regis University Defined Contribution Plan (CO) 1,426 · 1 off
- Calverthealth 403 (B) Plan (MD) 1,426 · 1 off
- Retirement and Savings Plan (NY) 1,423 · 2 off
- Knox Community Hospital Tax Deferred Annuity Plan (OH) 1,422 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.