401(k) · DOL Form 5500 · 2023
Lifestance Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 8,081
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $26,532
- Avg per participant Low balance/head
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.
- #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.
- #19,542
- in Professional & Technical Services (20,321 peers)
- +54.8%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Lifestance Health 401(k) Plan's outsized position by total assets
Lifestance Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$214,406,922 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lifestance Health 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifestance Health 401(k) Plan lands in the large band (8,081 participants).
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.
Form 5500 schedule snapshot
Filing strip 475361406 · Lifestance Health, Inc. PY 2023 · 401(k)
Lifestance Health 401(k) Plan · $214M · 8,081 · 95th
- BOY $214M
- SCH 8,081
- EBSA 95th
- PART 401(k)
- TYPE near Hrsa-Ila Annuity & Savings Plan
- NET ind #19542
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Lifestance Health 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lifestance Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 113.21466001147651% vs 2022
- 2024 filing year
| 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.
- 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)
Lifestance Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Hrsa-Ila Annuity & Savings Plan in VA ($214M); by covered participants it is Sonic Automotive, Inc. 401(k) Plan & Trust in NC (8,078 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,081 participants); asset peers above are excluded.
- Sonic Automotive, Inc. 401(k) Plan & Trust (NC) 8,078 · 3 off
- Westat, Inc. Savings Plan (MD) 8,077 · 4 off
- Nnpp Contractor Savings Plan (PA) 8,074 · 7 off
- Nbcuniversal Capital Accumulation Plan (Cap) (NY) 8,060 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.