Other · DOL Form 5500 · 2023

Mainstream Living, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
411
Participants Below avg headcount
64th
Percentile by assets National rank
$31,343
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mainstream Living, Inc. 403(b) Plan · Sponsored by Mainstream Living, Inc. · Iowa · Healthcare & Social Assistance

$13M in assets, 411 participants

Mainstream Living, Inc.'s Mainstream Living, Inc. 403(b) Plan reported $13M in total assets and 411 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.

  • #12,255 in Healthcare & Social Assistance (17,684 peers)

Mainstream Living, Inc. multi-year trail

Mainstream Living, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Mainstream Living, Inc. 403(b) Plan at $13M / 411 participants.

#12,255
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Mainstream Living, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mainstream Living, Inc. 403(b) Plan vs every filed plan by assets

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

$12,881,782 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

Mainstream Living, Inc. 403(b) 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. Mainstream Living, Inc. 403(b) Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mainstream Living, Inc. 403(b) Plan reported net income rose from $951K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mainstream Living, Inc. 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Mainstream Living, Inc. 403(b) Plan reported participants rose from 403 in the plan year 2022 filing to 411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421042459 · Mainstream Living, Inc. PY 2023 · Other

Mainstream Living, Inc. 403(b) Plan · $13M · 411 · 64th

  • TYPE $13M
  • TYPE 411
  • TYPE 64th
  • TYPE Other
  • TYPE near Montverde Academy Retirement Plan
  • TYPE ind #12255

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 Iowa →

Mainstream Living, Inc. 403(b) Plan in the asset neighbourhood

David a. Straz Jr. Center for the Performing Arts Retirement PlanDavid a. Straz Jr. Center fo…$13MCallen-Lorde Community Health Center 403(b) PlanCallen-Lorde Community Healt…$13MMainstream Living, Inc. 403(b) PlanMainstream Living, Inc. 403(…$13MMontverde Academy Retirement PlanMontverde Academy Retirement…$13MSouth Kent School Retirement PlanSouth Kent School Retirement…$13M
End-of-year total assets ($M) among Mainstream Living, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mainstream Living, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mainstream Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 18.32365222765282% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.2M $13.3M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 403 $11M
2023 1 411 $13M
2024 1 411 $13M

Mainstream Living, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN421042459
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Mainstream Living, Inc. 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Mainstream Living, Inc. 403(b) Plan, Total assets ($M): 12.881782 · Participants: 411Mainstream Living, Inc. 403(b) PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Mainstream Living, Inc. 403(b) Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Mainstream Living, Inc. 403(b) Plan side-by-side with 3 peers →

Mainstream Living, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Montverde Academy Retirement Plan in FL ($13M); by covered participants it is Sun Life Family Health Center, Inc. 403(b) Plan in AZ (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 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 Mainstream Living, Inc. 403(b) Plan assets move in 2023? ▼
Mainstream Living, Inc. 403(b) Plan grew at a solid clip - up 14.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Mainstream Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mainstream Living, Inc.'s sponsor-wide assets grew 18.3%, from $11M to $13M.
Which Other plans are similar in size to Mainstream Living, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Montverde Academy Retirement Plan in FL ($13M, 230 participants).
Which Other plans cover a similar participant headcount to Mainstream Living, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Sun Life Family Health Center, Inc. 403(b) Plan in AZ (411 participants, $16M 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 421042459.

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.