401(k) · DOL Form 5500 · 2024

Lifeway Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
284
Participants Below avg headcount
64th
Percentile by assets National rank
$52,705
Avg per participant Low balance/head
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Official DOL plan name: Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Lifeway Foods, Inc. · Illinois · Manufacturing

$15M in assets, 284 participants

Lifeway Foods, Inc.'s Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 284 participants in its 2024 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.

  • #9,309 in Manufacturing (17,777 peers)

Coverage in Illinois

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust covers 284 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#9,309
in Manufacturing (17,777 peers)
+17.4%
assets growth YoY

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,968,150 Top 36% higher than 64% of 123,620 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 2024

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 268 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363442829 · Lifeway Foods, Inc. PY 2024 · 401(k)

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust · $15M · 284 · 64th

  • BOOK $15M
  • BOOK 284
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Air Lift Company 401(k) Retirement Savings Plan
  • BOOK ind #9309

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 Manufacturing retirement plans → · Plans in Illinois →

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and TrustLifeway Foods, Inc. 401(k) P…$15MAir Lift Company 401(k) Retirement Savings PlanAir Lift Company 401(k) Reti…$15MFoley Entertainment Group LLC 401(k) PlanFoley Entertainment Group LL…$15MNoel Group Retirement Savings PlanNoel Group Retirement Saving…$15MArnold Lumber Company 401(k) Employee Savings PlanArnold Lumber Company 401(k)…$15M
End-of-year total assets ($M) among Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN363442829
Plan Effective Date2005-03-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeway Foods, Inc.)

Sponsor-wide plan assets over time

All Lifeway Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 45.88884235420205% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $15M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 274 $10M
2023 1 268 $13M
2024 1 284 $15M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01496815 · Participants: 284Lifeway Foods, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Air Lift Company 401(k) Retirement Savings Plan in MI ($15M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.4% during 2024, from $13M to $15M. Reported net income was $2M.
How have Lifeway Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeway Foods, Inc.'s sponsor-wide assets grew 45.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Air Lift Company 401(k) Retirement Savings Plan in MI ($15M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Lifeway Foods, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363442829.

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.