401(k) · DOL Form 5500 · 2024
Lifestance Health, Inc. 401(k) Plan
Data updated 2026-08-11
- $295M
- Total assets
- 9,008
- Participants
- 96th
- Percentile by assets
- $32,791
- Avg per participant
Official DOL plan name: Lifestance Health 401(k) Plan · Sponsored by Lifestance Health, Inc. · Arizona · Professional & Technical Services
$295M in assets, 9,008 participants
Lifestance Health, Inc.'s Lifestance Health 401(k) Plan reported $295M in total assets and 9,008 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #19,519 in Professional & Technical Services (20,173 peers)
Coverage in Arizona
Lifestance Health 401(k) Plan covers 9,008 participants in Arizona, 16x the typical Arizona plan (state average ~564 per filing). Assets: $295M.
- $295M
- total plan assets (2024 EOY)
- 9,008
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $32,791
- avg assets per participant
Where Lifestance Health 401(k) Plan sits by total assets
Lifestance Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$295,384,799 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifestance Health 401(k) Plan end-of-year assets rose from $214M in the plan year 2023 filing to $295M in the plan year 2024 filing.
- Lifestance Health 401(k) Plan reported participants rose from 8,081 in the plan year 2023 filing to 9,008 in the plan year 2024 filing.
- Lifestance Health 401(k) Plan reported net income rose from $76M in the plan year 2023 filing to $81M in the plan year 2024 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Lifestance Health 401(k) Plan reports 9,008 participants - 16x that state average ($295M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | $81M |
| 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 $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Scale composition for Lifestance Health 401(k) Plan
Lifestance Health 401(k) Plan reports $295M in end-of-year assets across 9,008 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $32,791 per participant (24% of the national average assets-per-participant) . Net income for plan year 2024 was $81M.
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 | Open filing |
| 2024 · index core | 9,008 | $295M | This page |
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.
- Life Care Companies LLC Retirement and 401(k) Savings Plan (IA) $295M · 12,850
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan (KY) $295M · 1,392
- Oregon Tool 401(k) Retirement Profit Sharing Plus Plan (OR) $295M · 1,090
- Ardent Mills, LLC Retirement Savings Plan (for Salaried Employees) (CO) $295M · 2,388
Frequently Asked Questions
How did Lifestance Health 401(k) Plan assets move in 2024? ▼
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