401(k) · DOL Form 5500 · 2023

Lifeway Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
268
Participants Below avg headcount
64th
Percentile by assets National rank
$47,588
Avg per participant Low balance/head
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Official DOL plan name: Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Lifeway Foods, Inc. · Illinois · Manufacturing

$13M in assets, 268 participants

Lifeway Foods, Inc.'s Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,623 in Manufacturing (18,722 peers)

Coverage in Illinois

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust covers 268 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#9,623
in Manufacturing (18,722 peers)
+24.3%
assets growth YoY

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 2023 · DOL Form 5500

$12,753,607 Top 36% higher than 64% of 127,068 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 2023

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

Plan-year 2023 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 (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 274 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363442829 · Lifeway Foods, Inc. PY 2023 · 401(k)

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust · $13M · 268 · 64th

  • VS-ST $13M
  • VS-ST 268
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Johnson Architectural Metal Company 401(k)Plan
  • VS-ST ind #9623

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) P…$13MJohnson Architectural Metal Company 401(k)PlanJohnson Architectural Metal …$13MMajorel USA, Inc$13MEvisions, LLC. 401(k) Profit Sharing PlanEvisions, LLC. 401(k) Profit…$13MInductotherm Corp 401(k) Plan$13M
End-of-year total assets ($M) among Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
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): 0.012753607 · Participants: 268Lifeway Foods, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens 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 Johnson Architectural Metal Company 401(k)Plan in GA ($13M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 24.3% during 2023, from $10M to $13M. Reported net income was $2M.
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 Johnson Architectural Metal Company 401(k)Plan in GA ($13M, 198 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 Patientpop Inc. Retirement Trust in CA (268 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.