Other · DOL Form 5500 · 2023

Lifestream Services Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
140
Participants Small participant base
42nd
Percentile by assets National rank
$30,802
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifestream Services Inc. Retirement Savings Plan · Sponsored by Lifestream Services Inc · Indiana · Healthcare & Social Assistance

$4M in assets, 140 participants

Lifestream Services Inc's Lifestream Services Inc. Retirement Savings Plan reported $4M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,919 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Lifestream Services Inc. Retirement Savings Plan covers 140 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#7,919
in Healthcare & Social Assistance (17,684 peers)
+34.7%
assets growth YoY

Lifestream Services Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifestream Services Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,312,280 42nd percentile higher than 42% 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

Lifestream Services Inc. Retirement Savings Plan 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. Lifestream Services Inc. Retirement Savings Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifestream Services Inc. Retirement Savings Plan reported net income rose from -$251K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lifestream Services Inc. Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lifestream Services Inc. Retirement Savings Plan reported participants rose from 133 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351356741 · Lifestream Services Inc PY 2023 · Other

Lifestream Services Inc. Retirement Savings Plan · $4M · 140 · 42nd

  • VS-ST $4M
  • BOY 140
  • SCH 42nd
  • EBSA Other
  • PART near Murrieta Development Co., Inc. Prevailing Wage Retirement Plan
  • TYPE ind #7919

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Lifestream Services Inc. Retirement Savings Plan in the asset neighbourhood

Lifestream Services Inc. Retirement Savings PlanLifestream Services Inc. Ret…$4MMurrieta Development Co., Inc. Prevailing Wage Retirement PlanMurrieta Development Co., In…$4MMonadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MLiberty Resources 403b Retirement PlanLiberty Resources 403b Retir…$4MCenter for Family Services, Inc. 403(b) PlanCenter for Family Services, …$4M
End-of-year total assets ($M) among Lifestream Services Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN351356741
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifestream Services Inc)

Sponsor-wide plan assets over time

All Lifestream Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.63924656167158% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.2M $5.17M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 133 $3M
2023 1 140 $4M
2024 1 171 $5M

Nearby Other Plans in Indiana

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

Lifestream Services Inc. Retirement Savings Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Lifestream Services Inc. Retirement Savings Plan, Total assets ($M): 4.31228 · Participants: 140Lifestream Services Inc. Retirement Savings PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Lifestream Services Inc. Retirement Savings Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Lifestream Services Inc. Retirement Savings Plan side-by-side with 3 peers →

Lifestream Services Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Murrieta Development Co., Inc. Prevailing Wage Retirement Plan in CA ($4M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

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 Lifestream Services Inc. Retirement Savings Plan assets move in 2023? ▼
Lifestream Services Inc. Retirement Savings Plan surged - up 34.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Lifestream Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifestream Services Inc's sponsor-wide assets grew 61.6%, from $3M to $5M.
Which Other plans are similar in size to Lifestream Services Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Murrieta Development Co., Inc. Prevailing Wage Retirement Plan in CA ($4M, 174 participants).
Which Other plans cover a similar participant headcount to Lifestream Services Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M 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 351356741.

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.