401(k) · DOL Form 5500 · 2024

Lifestream, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
657
Participants Below avg headcount
59th
Percentile by assets National rank
$18,088
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. · Sponsored by Lifestream, Inc. · Massachusetts · Healthcare & Social Assistance

$12M in assets, 657 participants

Lifestream, Inc.'s 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. reported $12M in total assets and 657 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,958 in Healthcare & Social Assistance (16,916 peers)

Lifestream, Inc. multi-year trail

Lifestream, Inc.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. at $12M / 657 participants.

#10,958
in Healthcare & Social Assistance (16,916 peers)
+19.6%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Lifestream, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Lifestream, Inc. vs every filed plan by assets

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

$11,883,568 Top 41% higher than 59% 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

401(k) Profit Sharing Plan for Employees of Lifestream, Inc. 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. 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. sits mid-pack in the medium band (657 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. reported participants rose from 608 in the plan year 2023 filing to 657 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042743314 · Lifestream, Inc. PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Lifestream, Inc. · $12M · 657 · 59th

  • IND $12M
  • IND 657
  • IND 59th
  • IND 401(k)
  • IND near Juniper Communities Retirement Plan
  • IND ind #10958

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 Massachusetts →

401(k) Profit Sharing Plan for Employees of Lifestream, Inc. in the asset neighbourhood

Verras Pediatrics, P.C.$12M401(k) Profit Sharing Plan for Employees of Lifestream, Inc.401(k) Profit Sharing Plan f…$12MJuniper Communities Retirement PlanJuniper Communities Retireme…$12MNext Phase Solutions and Services 401(k) PlanNext Phase Solutions and Ser…$12MGeorge Associates Inc Profit Sharing PlanGeorge Associates Inc Profit…$12M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lifestream, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lifestream, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 43.52015665569937% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $11.9M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 620 $8M
2023 1 608 $10M
2024 1 657 $12M

Lifestream, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN042743314
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

401(k) Profit Sharing Plan for Employees of Lifestream, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Lifestream, Inc., Total assets ($B): 0.011883568 · Participants: 657401(k) Profit Sharing Plan for Employees of Lifestream, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
401(k) Profit Sharing Plan for Employees of Lifestream, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Lifestream, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Juniper Communities Retirement Plan in NJ ($12M); by covered participants it is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ (657 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (657 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 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Lifestream, Inc. grew sharply - up 19.6% during 2024, from $10M to $12M. Reported net income was $2M.
How have Lifestream, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifestream, Inc.'s sponsor-wide assets grew 43.5%, from $8M to $12M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Lifestream, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Juniper Communities Retirement Plan in NJ ($12M, 1,841 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Lifestream, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Ptc Therapeutics Inc. 401(k) Retirement Savings Plan in NJ (657 participants, $200M 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 042743314.

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.