Other · DOL Form 5500 · 2024
Lifeworks Inc. Retirement Plan
Data updated 2026-08-11
- $8M
- Total assets
- 451
- Participants
- 52nd
- Percentile by assets
- $18,415
- Avg per participant
Official DOL plan name: 403(b) Thrift Plan for Employees of Lifeworks, Inc. · Sponsored by Lifeworks Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 451 participants
Lifeworks Inc.'s 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported $8M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 123,622 plans)
- #9,624 in Healthcare & Social Assistance (16,916 peers)
Lifeworks Inc. multi-year trail
Lifeworks Inc.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Lifeworks, Inc. at $8M / 451 participants.
- $8M
- total plan assets (2024 EOY)
- 451
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $18,415
- avg assets per participant
Where 403(b) Thrift Plan for Employees of Lifeworks, Inc. sits by total assets
403(b) Thrift Plan for Employees of Lifeworks, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,305,277 Top 48% higher than 52% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Lifeworks, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Lifeworks, Inc. reported participants rose from 425 in the plan year 2023 filing to 451 in the plan year 2024 filing.
Lifeworks Inc. across 3 plan years on file
Across the 3 plan years Lifeworks Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $8M, a gain of 45.1%, while reported participants moved from 211 to 451 (+113.7%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($6M).
Lifeworks Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $6M |
| 2023 | 1 | 425 | $7M |
| 2024 | 1 | 451 | $8M |
Lifeworks Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 222512887 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
403(b) Thrift Plan for Employees of Lifeworks, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403(b) Thrift Plan for Employees of Lifeworks, Inc. by total assets, not by location.
- National Capital Treatment and Recovery 403(b) Plan (VA) $8M · 135
- Oacac Matching Plan (MO) $8M · 459
- Los Angeles Regional Food Bank 403(b) Plan (CA) $8M · 206
- Orchard Hospital 403(b) Plan (CA) $8M · 229
Frequently Asked Questions
How did 403(b) Thrift Plan for Employees of Lifeworks, Inc. assets move in 2024? ▼
How have Lifeworks Inc. plan assets changed over time? ▼
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Lifeworks, Inc.? ▼
Next read for 403(b) Thrift Plan for Employees of Life…
Multi-year trail
Ways to act on 403(b) Thrift Plan for Employees of Lifeworks, Inc.'s numbers.
- By total assets, 403(b) Thrift Plan for Employees of Lifeworks, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Lifeworks Inc.'s sponsor-wide assets have grown 45.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans