Profit Sharing · DOL Form 5500 · 2022

Mainstream Living, Inc 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$11M
Total assets
403
Participants
49th
Percentile by assets

Sponsored by Mainstream Living, Inc · Iowa · Healthcare & Social Assistance

What the 2022 filing shows

Mainstream Living, Inc 403(b) Plan holds $11M for 403 participants - about $27,833 per participant, in the lower half of filed plans by assets, up 9.3% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
403
covered participants
49th
percentile by assets (of 84,055 plans)
$27,833
avg assets per participant
Total Assets (2023)
$11M
Participants
403
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mainstream Living, Inc 403(b) Plan

Mainstream Living, Inc 403(b) Plan is a Profit Sharing retirement plan sponsored by Mainstream Living, Inc, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 403 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 421042459, and the plan has been effective since 1982-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $11M at year-end - a gain of 9.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $951K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$951K
Plan TypeProfit Sharing
Employer EIN421042459
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mainstream Living, Inc)

Year Plans Participants Total Assets
2022 1 403 $11M
2023 1 411 $13M

Nearby Profit Sharing Plans in Iowa

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

Frequently Asked Questions

How much money is in the Mainstream Living, Inc 403(b) Plan?
As of the 2022 Form 5500 filing, Mainstream Living, Inc 403(b) Plan holds $11M in total assets with 403 participants. It is sponsored by Mainstream Living, Inc.
What type of plan is Mainstream Living, Inc 403(b) Plan?
Mainstream Living, Inc 403(b) Plan is a Profit Sharing plan. It has been effective since 1982-05-01. The plan is filed with the U.S. Department of Labor under EIN 421042459.
Who sponsors the Mainstream Living, Inc 403(b) Plan?
Mainstream Living, Inc 403(b) Plan is sponsored by Mainstream Living, Inc, located in Iowa. The sponsor's EIN is 421042459 and the plan operates in the Healthcare & Social Assistance industry.
How did Mainstream Living, Inc 403(b) Plan perform in 2022?
Mainstream Living, Inc 403(b) Plan grew by 9.3% during 2022, moving from $10M to $11M in total assets. Net income was $951K.
Where can I find official filings for Mainstream Living, Inc 403(b) Plan?
Official Form 5500 filings for Mainstream Living, Inc 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421042459 or plan name at efast.dol.gov.
How does Mainstream Living, Inc 403(b) Plan compare to other plans?
You can compare Mainstream Living, Inc 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 421042459.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.