401(k) · DOL Form 5500 · 2024
Lifestance Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 9,008
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $32,791
- Avg per participant Low balance/head
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.
- #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.
- #19,519
- in Professional & Technical Services (20,173 peers)
- +37.8%
- assets growth YoY
- 3.0×
- 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 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
Lifestance Health 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (9,008 participants).
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.
EBSA filing schedule strip
Filing strip 475361406 · Lifestance Health, Inc. PY 2024 · 401(k)
Lifestance Health 401(k) Plan · $295M · 9,008 · 96th
- EBSA $295M
- PART 9,008
- TYPE 96th
- NET 401(k)
- BOOK near Life Care Companies LLC Retirement and 401(k) Savings Plan
- VS-ST ind #19519
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) | $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.)
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 $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 |
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 Life Care Companies LLC Retirement and 401(k) Savings Plan in IA ($295M); by covered participants it is Simplot Retirement Savings Plan in ID (9,012 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,008 participants); asset peers above are excluded.
- Simplot Retirement Savings Plan (ID) 9,012 · 4 off
- Encore Group (USA) LLC Retirement Savings Plan (IL) 9,014 · 6 off
- Tailored Brands 401(k) Savings Plan (CA) 9,002 · 6 off
- Southern California Permanente Medical Group Tax Savings Retirement Plan (CA) 9,017 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.