Other · DOL Form 5500 · 2024
Lifeworks Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 451
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $18,415
- Avg per participant Low balance/head
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.
- #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.
- #9,624
- in Healthcare & Social Assistance (16,916 peers)
- +15.9%
- assets growth YoY
403(b) Thrift Plan for Employees of Lifeworks, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
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
403(b) Thrift Plan for Employees of Lifeworks, Inc. 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. 403(b) Thrift Plan for Employees of Lifeworks, Inc. sits mid-pack in the medium band (451 participants).
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.
Plan-year Form 5500 strip
Filing strip 222512887 · Lifeworks Inc. PY 2024 · Other
403(b) Thrift Plan for Employees of Lifeworks, Inc. · $8M · 451 · 52nd
- BOY $8M
- SCH 451
- EBSA 52nd
- PART Other
- TYPE near National Capital Treatment and Recovery 403(b) Plan
- NET ind #9624
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 Massachusetts →
403(b) Thrift Plan for Employees of Lifeworks, Inc. in the asset neighbourhood
Lifeworks Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lifeworks Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 45.133261267155476% vs 2022
- 2024 filing year
| 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.
- 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
403(b) Thrift Plan for Employees of Lifeworks, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is National Capital Treatment and Recovery 403(b) Plan in VA ($8M); by covered participants it is Authoracare Collective 403(b) Retirement Savings Plan in NC (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.
- Authoracare Collective 403(b) Retirement Savings Plan (NC) 451 · 0 off
- Bellarmine University Tax Deferred Annuity Plan (KY) 451 · 0 off
- Houston Ballet Foundation Retirement Plan (TX) 451 · 0 off
- Zepf Center Retirement Savings Plan (OH) 451 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.