Other · DOL Form 5500 · 2024
Lifestream Services Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $30,262
- Avg per participant Low balance/head
Official DOL plan name: Lifestream Services Inc. Retirement Savings Plan · Sponsored by Lifestream Services Inc · Indiana · Healthcare & Social Assistance
$5M in assets, 171 participants
Lifestream Services Inc's Lifestream Services Inc. Retirement Savings Plan reported $5M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,750 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Lifestream Services Inc. Retirement Savings Plan covers 171 participants in Indiana, about 32% of the average Indiana filer (state average ~541 per filing). Assets: $5M.
- #7,750
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
Lifestream Services Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lifestream Services Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,174,853 43rd percentile higher than 43% 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
Lifestream Services Inc. Retirement Savings Plan 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. Lifestream Services Inc. Retirement Savings Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifestream Services Inc. Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $863K in the plan year 2024 filing.
- Lifestream Services Inc. Retirement Savings Plan reported participants rose from 140 in the plan year 2023 filing to 171 in the plan year 2024 filing.
- Lifestream Services Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 351356741 · Lifestream Services Inc PY 2024 · Other
Lifestream Services Inc. Retirement Savings Plan · $5M · 171 · 43rd
- NET $5M
- NET 171
- NET 43rd
- NET Other
- NET near Hale Kipa Inc. 403b Plan
- NET ind #7750
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 Indiana →
Lifestream Services Inc. Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $863K |
| Employer EIN | 351356741 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifestream Services Inc)
Sponsor-wide plan assets over time
All Lifestream Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 61.63924656167158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $3M |
| 2023 | 1 | 140 | $4M |
| 2024 | 1 | 171 | $5M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Lifestream Services Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Hale Kipa Inc. 403b Plan in HI ($5M); by covered participants it is League School for Autism 403(b) Plan in MA (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 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.