401(k) · DOL Form 5500 · 2023
Lifestance Health, Inc. 401(k) Plan
Data updated 2026-08-11
- $214M
- Total assets
- 8,081
- Participants
- 95th
- Percentile by assets
- $26,532
- Avg per participant
Official DOL plan name: Lifestance Health 401(k) Plan · Sponsored by Lifestance Health, Inc. · Arizona · Professional & Technical Services
$214M in assets, 8,081 participants
Lifestance Health, Inc.'s Lifestance Health 401(k) Plan reported $214M in total assets and 8,081 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #19,542 in Professional & Technical Services (20,321 peers)
Coverage in Arizona
Lifestance Health 401(k) Plan covers 8,081 participants in Arizona, 14x the typical Arizona plan (state average ~564 per filing). Assets: $214M.
- $214M
- total plan assets (2023 EOY)
- 8,081
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $26,532
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifestance Health 401(k) Plan reported net income rose from $9M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Lifestance Health 401(k) Plan end-of-year assets rose from $139M in the plan year 2022 filing to $214M in the plan year 2023 filing.
- Lifestance Health 401(k) Plan reported participants rose from 6,739 in the plan year 2022 filing to 8,081 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Lifestance Health 401(k) Plan reports 8,081 participants - 14x that state average ($214M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $76M |
| Employer EIN | 475361406 |
| Plan Effective Date | 2013-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifestance Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,739 | $139M |
| 2023 | 1 | 8,081 | $214M |
| 2024 | 1 | 9,008 | $295M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lifestance Health 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Scale composition for Lifestance Health 401(k) Plan
Lifestance Health 401(k) Plan reports $214M in end-of-year assets across 8,081 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $26,532 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $76M.
This plan identity (EIN 475361406, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $139M to $295M (+113.2%) while covered participants moved from 6,739 to 9,008 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,739 | $139M | Open filing |
| 2023 | 8,081 | $214M | This page |
| 2024 · index core | 9,008 | $295M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lifestance Health 401(k) Plan (401(k), $295M, 9,008 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lifestance Health 401(k) Plan by total assets, not by location.
- Hrsa-Ila Annuity & Savings Plan (VA) $214M · 2,694
- Tate & Lyle Salaried Comprehensive Retirement Plan (IL) $215M · 683
- Mckinstry Co. Profit Sharing and 401(k) Plan (WA) $215M · 1,295
- Titan Machinery Inc. 401(k) Profit Sharing Plan (ND) $214M · 1,805
Frequently Asked Questions
How did Lifestance Health 401(k) Plan assets move in 2023? ▼
How have Lifestance Health, Inc. plan assets changed over time? ▼
Where does Lifestance Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lifestance Health 401(k) Plan? ▼
Next read for Lifestance Health 401(k) Plan
Filing takeaways
Ways to act on Lifestance Health 401(k) Plan's numbers.
- By total assets, Lifestance Health 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Lifestance Health, Inc.'s sponsor-wide assets have grown 113.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans