401(k) · DOL Form 5500 · 2024
Lifecare 2.0 Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 438
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $15,578
- Avg per participant Low balance/head
Official DOL plan name: Lifecare 2.0 401(k) Plan · Sponsored by Lifecare 2.0 Management Services, LLC · Texas · Healthcare & Social Assistance
$7M in assets, 438 participants
Lifecare 2.0 Management Services, LLC's Lifecare 2.0 401(k) Plan reported $7M in total assets and 438 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,842 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Lifecare 2.0 401(k) Plan declined sharply 21.6% in 2024 ($9M → $7M) for 438 participants.
- #8,842
- in Healthcare & Social Assistance (16,916 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lifecare 2.0 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lifecare 2.0 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,823,369 48th percentile higher than 48% 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
Lifecare 2.0 401(k) 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. Lifecare 2.0 401(k) Plan sits mid-pack in the medium band (438 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifecare 2.0 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Lifecare 2.0 401(k) Plan reported participants fell from 676 in the plan year 2023 filing to 438 in the plan year 2024 filing.
- Lifecare 2.0 401(k) Plan end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 842742973 · Lifecare 2.0 Management Services, LLC PY 2024 · 401(k)
Lifecare 2.0 401(k) Plan · $7M · 438 · 48th
- RANK $7M
- RANK 438
- RANK 48th
- RANK 401(k)
- RANK near Oc Auto Team 401(k) Plan
- RANK ind #8842
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 Texas →
Lifecare 2.0 401(k) Plan in the asset neighbourhood
Lifecare 2.0 Management Services, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Lifecare 2.0 Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 5.135832080456257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 685 | $7M |
| 2023 | 1 | 676 | $9M |
| 2024 | 1 | 438 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 842742973 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Lifecare 2.0 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Oc Auto Team 401(k) Plan in CA ($7M); by covered participants it is Forgerock 401(k) Plan in CA (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Oc Auto Team 401(k) Plan (CA) $7M · 202
- The Line & Saguaro Hotels 401(k) Plan (NY) $7M · 1,035
- Slic Network Solutions, Inc. 401(k) Profit Sharing Plan and Trust (NY) $7M · 101
- Connectrn Inc. 401(k) Plan (MA) $7M · 934
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Forgerock 401(k) Plan (CA) 438 · 0 off
- Ascent Resources Management Services, LLC 401(k) Plan (OK) 438 · 0 off
- Beam Therapeutics, Inc. 401(k) Retirement Plan (MA) 438 · 0 off
- Builders Mutual Insurance Company 401(k) Retirement Plan (NC) 438 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.