Other · DOL Form 5500 · 2024
Lifeswork of Western PA Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $35,915
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for Life'swork of Western PA · Sponsored by Lifeswork of Western PA · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 94 participants
Lifeswork of Western PA's 403b Thrift Plan for Life'swork of Western PA reported $3M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,166 in Healthcare & Social Assistance (16,916 peers)
Lifeswork of Western PA multi-year trail
Lifeswork of Western PA's plans moved +36.0% in assets from 2022 to 2024; this filing shows 403b Thrift Plan for Life'swork of Western PA at $3M / 94 participants.
- #6,166
- in Healthcare & Social Assistance (16,916 peers)
- +8.5%
- assets growth YoY
403b Thrift Plan for Life'swork of Western PA's mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan for Life'swork of Western PA vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,375,994 36th percentile higher than 36% 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
403b Thrift Plan for Life'swork of Western PA among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Life'swork of Western PA is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403b Thrift Plan for Life'swork of Western PA reported net income fell from $630K in the plan year 2023 filing to $263K in the plan year 2024 filing.
- 403b Thrift Plan for Life'swork of Western PA reported participants rose from 84 in the plan year 2023 filing to 94 in the plan year 2024 filing.
- 403b Thrift Plan for Life'swork of Western PA end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 250969438 · Lifeswork of Western PA PY 2024 · Other
403b Thrift Plan for Life'swork of Western PA · $3M · 94 · 36th
- NET $3M
- BOOK 94
- VS-ST 36th
- BOY Other
- SCH near Health Care Partners of South Carolina, Inc. 403(b) Plan
- EBSA ind #6166
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 Pennsylvania →
403b Thrift Plan for Life'swork of Western PA in the asset neighbourhood
Lifeswork of Western PA multi-year asset trail
Sponsor-wide plan assets over time
All Lifeswork of Western PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 35.97767964310629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $2M |
| 2023 | 1 | 84 | $3M |
| 2024 | 1 | 94 | $3M |
Lifeswork of Western PA filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $263K |
| Employer EIN | 250969438 |
| Plan Effective Date | 1994-07-26 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
403b Thrift Plan for Life'swork of Western PA's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Health Care Partners of South Carolina, Inc. 403(b) Plan in SC ($3M); by covered participants it is Fountain Valley School Defined Contribution Retirement Plan in CO (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.