401(k) · DOL Form 5500 · 2024

North County Lifeline 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
154
Participants Small participant base
36th
Percentile by assets National rank
$22,240
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of North County Lifeline · Sponsored by North County Lifeline · California · Healthcare & Social Assistance

$3M in assets, 154 participants

North County Lifeline's 403(b) Thrift Plan for Employees of North County Lifeline reported $3M in total assets and 154 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.

  • #6,220 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

403(b) Thrift Plan for Employees of North County Lifeline covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,220
in Healthcare & Social Assistance (16,916 peers)
-2.5%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of North County Lifeline's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of North County Lifeline vs every filed plan by assets

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

$3,425,036 36th percentile higher than 36% 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

403(b) Thrift Plan for Employees of North County Lifeline 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 North County Lifeline sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of North County Lifeline reported net income fell from $418K in the plan year 2023 filing to -$88K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of North County Lifeline reported participants rose from 147 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of North County Lifeline end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952794253 · North County Lifeline PY 2024 · 401(k)

403(b) Thrift Plan for Employees of North County Lifeline · $3M · 154 · 36th

  • SCH $3M
  • EBSA 154
  • PART 36th
  • TYPE 401(k)
  • NET near Caregivers Making a Difference, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #6220

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 California →

403(b) Thrift Plan for Employees of North County Lifeline in the asset neighbourhood

403(b) Thrift Plan for Employees of North County Lifeline403(b) Thrift Plan for Emplo…$3MGeneral Wire Products, Inc. 401(k) PlanGeneral Wire Products, Inc. …$3MInternet Business Systems Inc 401(k) Profit Sharing Plan & TrustInternet Business Systems In…$3MCaregivers Making a Difference, Inc. 401(k) Profit Sharing PlanCaregivers Making a Differen…$3MPort Resources Savings and Retirement PlanPort Resources Savings and R…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of North County Lifeline and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$88K
Employer EIN952794253
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North County Lifeline)

Sponsor-wide plan assets over time

All North County Lifeline plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.674714438002939% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.43M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 147 $4M
2024 1 154 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of North County Lifeline vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of North County Lifeline, Total assets ($B): 0.003425036 · Participants: 154403(b) Thrift Plan for Employees of North County LifelineGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan for Employees of North County Lifeline vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of North County Lifeline side-by-side with 3 peers →

403(b) Thrift Plan for Employees of North County Lifeline's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caregivers Making a Difference, Inc. 401(k) Profit Sharing Plan in MN ($3M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 403(b) Thrift Plan for Employees of North County Lifeline assets move in 2024? ▼
403(b) Thrift Plan for Employees of North County Lifeline edged down modestly - down 2.5% during 2024, from $4M to $3M. Reported net income was -$88K.
How have North County Lifeline plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North County Lifeline's sponsor-wide assets grew 10.7%, from $3M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of North County Lifeline? ▼
Among 401(k) plans in other states, the closest by assets is Caregivers Making a Difference, Inc. 401(k) Profit Sharing Plan in MN ($3M, 41 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of North County Lifeline? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 952794253.

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.