ESOP · DOL Form 5500 · 2023

Lifecare Investments, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
107
Participants Small participant base
28th
Percentile by assets National rank
$14,584
Avg per participant Low balance/head
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Official DOL plan name: Lifecare Investments, Inc. Employee Stock Ownership Plan · Sponsored by Lifecare Investments, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 107 participants

Lifecare Investments, Inc.'s Lifecare Investments, Inc. Employee Stock Ownership Plan reported $2M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,426 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Lifecare Investments, Inc. Employee Stock Ownership Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,426
in Healthcare & Social Assistance (17,684 peers)
+44.4%
assets growth YoY

Lifecare Investments, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lifecare Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,560,435 28th percentile higher than 28% of 127,068 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 2023

Lifecare Investments, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifecare Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 341565863 · Lifecare Investments, Inc. PY 2023 · ESOP

Lifecare Investments, Inc. Employee Stock Ownership Plan · $2M · 107 · 28th

  • BOY $2M
  • BOY 107
  • BOY 28th
  • BOY ESOP
  • BOY near Mss Technologies, Inc. Employee Stock Ownership Plan
  • BOY ind #4426

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 What is an ESOP? → · Plans in Ohio →

Lifecare Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2MMss Technologies, Inc. Employee Stock Ownership PlanMss Technologies, Inc. Emplo…$2MCharles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$2MHinman & Hinman Trust Mpp$2MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$2M
End-of-year total assets ($M) among Lifecare Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$4M
Net Income$778K
Employer EIN341565863
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifecare Investments, Inc.)

Sponsor-wide plan assets over time

All Lifecare Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.88255198069769% vs 2023
2024 filing year
$1.52M$1.53M$1.54M$1.55M$1.56M$1.57M 20232024 $1.56M $1.53M ▼ -1.9%
Year Plans Participants Total Assets
2023 1 107 $2M
2024 1 102 $2M

Nearby ESOP Plans in Ohio

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

Lifecare Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Lifecare Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001560435 · Participants: 107Lifecare Investments, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Lifecare Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Lifecare Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lifecare Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Mss Technologies, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Ppic Employee Stock Ownership Plan in NM (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifecare Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lifecare Investments, Inc. Employee Stock Ownership Plan surged - up 44.4% during 2023, from $1M to $2M. Reported net income was $778K.
How have Lifecare Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lifecare Investments, Inc.'s sponsor-wide assets declined 1.9%, from $2M to $2M.
Which ESOP plans are similar in size to Lifecare Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mss Technologies, Inc. Employee Stock Ownership Plan in AZ ($2M, 49 participants).
Which ESOP plans cover a similar participant headcount to Lifecare Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ppic Employee Stock Ownership Plan in NM (107 participants, $59M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341565863.

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.