401(k) · DOL Form 5500 · 2022

Lifeway Foods Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
274
Participants Below avg headcount
65th
Percentile by assets National rank
$37,445
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Lifeway Foods Inc · Illinois · Manufacturing

$10M in assets, 274 participants

Lifeway Foods Inc's Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,895 in Manufacturing (20,602 peers)

Coverage in Illinois

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust covers 274 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#10,895
in Manufacturing (20,602 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,259,969 Top 35% higher than 65% of 139,123 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 2022

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (274 participants).

Form 5500 schedule snapshot

Filing strip 363442829 · Lifeway Foods Inc PY 2022 · 401(k)

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust · $10M · 274 · 65th

  • NET $10M
  • BOOK 274
  • VS-ST 65th
  • BOY 401(k)
  • SCH near Medico 401(k) Plan
  • EBSA ind #10895

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 Manufacturing retirement plans → · Plans in Illinois →

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lifeway Foods Inc. 401(k) Profit Sharing Plan and TrustLifeway Foods Inc. 401(k) Pr…$10MMedico 401(k) Plan$10MStartek 401(k) Plan$10MAlexander Youth Network 401(k) Profit Sharing PlanAlexander Youth Network 401(…$10MKsl Resorts 401(k) Plan$10M
End-of-year total assets ($M) among Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN363442829
Plan Effective Date2005-03-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeway Foods Inc)

Sponsor-wide plan assets over time

All Lifeway Foods Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 45.88884235420205% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $15M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 274 $10M
2023 1 268 $13M
2024 1 284 $15M

Nearby 401(k) Plans in Illinois

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

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010259969 · Participants: 274Lifeway Foods Inc. 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Medico 401(k) Plan in PA ($10M); by covered participants it is Second Samuel Transport Inc 401(k) Plan in MI (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 12.2% during 2022, from $12M to $10M. Reported net income was -$1M.
How have Lifeway Foods Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeway Foods Inc's sponsor-wide assets grew 45.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Medico 401(k) Plan in PA ($10M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Lifeway Foods Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Second Samuel Transport Inc 401(k) Plan in MI (274 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363442829.

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.