Lifeworks Services retirement plans

Lifeworks Services, Inc. (Contract), Richfield, MN. EIN 41-0907857. Annual reports 2009–2024. Also filed as Lifeworks Services, Inc.; Thrift Retirement Plan; Lifeworks Services, Inc. Contract.

Lifeworks Services, Inc. (Contract) has one active retirement plan on file, the Thrift Retirement Plan, with 1,920 participants and $20.6 million in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Lifeworks Services's filings since 2009.

Active plans: 1
Participants: 1,920
Plan assets: $20.6 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Health care

The plan

Thrift Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 41-0907857
Participants (2024): 1,920
Net assets (2024): $20.6 million
Recordkeeper: EmpowerEarlier: MassMutual (2013–2020), Valic Retirement Services (2009–2012)
Plan administrator: Lifeworks Services, Inc. (Contract)
6636 Cedar Ave S Suite 250
Richfield, MN 55423
(651) 454-2732As filed for 2024
In effect since: July 1, 1995

Earlier sponsors: Lifeworks Services, Inc. (2009–2013); Thrift Retirement Plan (2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,920	$20.6 million	Empower
2023	2,582	$18.5 million	Empower
2022	1,769	$16.6 million	Empower
2021	2,070	$19.5 million	Empower
2020	2,081	$17.1 million	MassMutual
2019	3,730	$15.6 million	MassMutual
2018	3,536	$12.8 million	MassMutual
2017	4,079	$13.6 million	MassMutual
2016	6,258	$11.8 million	MassMutual
2015	5,535	$10.5 million	MassMutual
2014	5,319	$10.5 million	MassMutual
2013	4,593	$11.1 million	MassMutual
2012	3,973	$10.2 million	Valic Retirement Services
2011	3,958	$8.7 million	Valic Retirement Services
2010	3,777	$8.2 million	Valic Retirement Services
2009	4,511	$6.4 million	Valic Retirement Services

If you had money in one of these plans

Call Empower (empower.com), which runs the Thrift Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((651) 454-2732). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Thrift Retirement Plan

If you had money in one of these plans

What these numbers are

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