ESOP · DOL Form 5500 · 2024

Lifecare Investments, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
27th
Percentile by assets National rank
$15,010
Avg per participant Low balance/head
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Official DOL plan name: Lifecare Investments, Inc. Employee Stock Ownership Plan · Sponsored by Lifecare Investments, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 102 participants

Lifecare Investments, Inc.'s Lifecare Investments, Inc. Employee Stock Ownership Plan reported $2M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,011 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Lifecare Investments, Inc. Employee Stock Ownership Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,011
in Healthcare & Social Assistance (16,916 peers)
-1.9%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifecare Investments, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lifecare Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,531,059 27th percentile higher than 27% 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

Lifecare Investments, Inc. Employee Stock Ownership 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 Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifecare Investments, Inc. Employee Stock Ownership Plan reported net income fell from $778K in the plan year 2023 filing to -$29K in the plan year 2024 filing.
  • Lifecare Investments, Inc. Employee Stock Ownership Plan reported participants fell from 107 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Lifecare Investments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341565863 · Lifecare Investments, Inc. PY 2024 · ESOP

Lifecare Investments, Inc. Employee Stock Ownership Plan · $2M · 102 · 27th

  • EOY $2M
  • EOY 102
  • EOY 27th
  • EOY ESOP
  • EOY near Thermal Technologies, Inc. Employee Stock Ownership Plan
  • EOY ind #4011

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 What is an ESOP? → · Plans in Ohio →

Lifecare Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$2MBinkley & Barfield, Inc. Profit Sharing PlanBinkley & Barfield, Inc. Pro…$2MTechlaw Consultants, Inc. Employee Stock Ownership PlanTechlaw Consultants, Inc. Em…$2MChmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$2M
End-of-year total assets ($M) among Lifecare Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$4M
Net Income-$29K
Employer EIN341565863
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifecare Investments, Inc.)

Sponsor-wide plan assets over time

All Lifecare Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.88255198069769% vs 2023
2024 filing year
$1.52M$1.53M$1.54M$1.55M$1.56M$1.57M 20232024 $1.56M $1.53M ▼ -1.9%
Year Plans Participants Total Assets
2023 1 107 $2M
2024 1 102 $2M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lifecare Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Lifecare Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001531059 · Participants: 102Lifecare Investments, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Lifecare Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Lifecare Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lifecare Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Thermal Technologies, Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Lifecare Investments, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lifecare Investments, Inc. Employee Stock Ownership Plan edged down modestly - down 1.9% during 2024, from $2M to $2M. Reported net income was -$29K.
How have Lifecare Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lifecare Investments, Inc.'s sponsor-wide assets declined 1.9%, from $2M to $2M.
Which ESOP plans are similar in size to Lifecare Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thermal Technologies, Inc. Employee Stock Ownership Plan in WI ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to Lifecare Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M 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 341565863.

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.