Other · DOL Form 5500 · 2024

Lifeworks Nw Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
545
Participants Below avg headcount
79th
Percentile by assets National rank
$59,811
Avg per participant Low balance/head
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Official DOL plan name: Lifeworks Nw Defined Contribution Retirement Plan · Sponsored by Lifeworks Nw · Oregon · Healthcare & Social Assistance

$33M in assets, 545 participants

Lifeworks Nw's Lifeworks Nw Defined Contribution Retirement Plan reported $33M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,833 in Healthcare & Social Assistance (16,916 peers)

Where Lifeworks Nw Defined Contribution Retirement Plan sits by assets

Lifeworks Nw Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 545 participants (~$59,811/participant), up 13.3% in 2024.

#13,833
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lifeworks Nw Defined Contribution Retirement Plan's outsized position by total assets

Lifeworks Nw Defined Contribution Retirement Plan vs every filed plan by assets

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

$32,597,217 Top 21% higher than 79% 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

Lifeworks Nw Defined Contribution 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. Lifeworks Nw Defined Contribution Retirement Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifeworks Nw Defined Contribution Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Lifeworks Nw Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930502822 · Lifeworks Nw PY 2024 · Other

Lifeworks Nw Defined Contribution Retirement Plan · $33M · 545 · 79th

  • TYPE $33M
  • NET 545
  • BOOK 79th
  • VS-ST Other
  • BOY near Bethany College 403(b) DC Plan
  • SCH ind #13833

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 Oregon →

Lifeworks Nw Defined Contribution Retirement Plan in the asset neighbourhood

Horizon Home Care & Hospice, Inc. 403(b) Retirement PlanHorizon Home Care & Hospice,…$33MLifeworks Nw Defined Contribution Retirement PlanLifeworks Nw Defined Contrib…$33MBethany College 403(b) DC PlanBethany College 403(b) DC Pl…$33MThe Walker School Defined Contribution Retirement PlanThe Walker School Defined Co…$33MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$33M
End-of-year total assets ($M) among Lifeworks Nw Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN930502822
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeworks Nw)

Sponsor-wide plan assets over time

All Lifeworks Nw plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.86984817084667% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.3M $32.6M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 536 $25M
2023 1 549 $29M
2024 1 545 $33M

Nearby Other Plans in Oregon

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

Lifeworks Nw Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lifeworks Nw Defined Contribution Retirement Plan, Total assets ($B): 0.032597217 · Participants: 545Lifeworks Nw Defined Contribution Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health System, Inc. Retirement Plan, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health System, Inc. Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Lifeworks Nw Defined Contribution Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Lifeworks Nw Defined Contribution Retirement Plan side-by-side with 3 peers →

Lifeworks Nw Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Bethany College 403(b) DC Plan in WV ($33M); by covered participants it is Momentum for Health 403b Retirement Plan in CA (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Lifeworks Nw Defined Contribution Retirement Plan assets move in 2024? ▼
Lifeworks Nw Defined Contribution Retirement Plan grew at a solid clip - up 13.3% during 2024, from $29M to $33M. Reported net income was $4M.
How have Lifeworks Nw plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeworks Nw's sponsor-wide assets grew 28.9%, from $25M to $33M.
Where does Lifeworks Nw Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Lifeworks Nw Defined Contribution Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lifeworks Nw Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bethany College 403(b) DC Plan in WV ($33M, 106 participants).
Which Other plans cover a similar participant headcount to Lifeworks Nw Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Momentum for Health 403b Retirement Plan in CA (545 participants, $47M 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 930502822.

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.