401(k) · DOL Form 5500 · 2022

Health and Wellness Partners 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
161
Participants Small participant base
61st
Percentile by assets National rank
$51,839
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health and Wellness Partners 401(k) Plan · Sponsored by Health and Wellness Partners · New Jersey · Information & Media

$8M in assets, 161 participants

Health and Wellness Partners's Health and Wellness Partners 401(k) Plan reported $8M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,412 in Information & Media (2,911 peers)

Coverage in New Jersey

Health and Wellness Partners 401(k) Plan covers 161 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#1,412
in Information & Media (2,911 peers)
-3.9%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health and Wellness Partners 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Health and Wellness Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,346,062 Top 39% higher than 61% of 139,123 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 2022

Health and Wellness Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health and Wellness Partners 401(k) Plan sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 203066737 · Health and Wellness Partners PY 2022 · 401(k)

Health and Wellness Partners 401(k) Plan · $8M · 161 · 61st

  • EOY $8M
  • 5500 161
  • ASSETS 61st
  • PCT 401(k)
  • EIN near Gilchrist Construction Company LLC 401(k) Profit Sharing Plan
  • RANK ind #1412

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 Information & Media retirement plans → · Plans in New Jersey →

Health and Wellness Partners 401(k) Plan in the asset neighbourhood

Health and Wellness Partners 401(k) PlanHealth and Wellness Partners…$8MGilchrist Construction Company LLC 401(k) Profit Sharing PlanGilchrist Construction Compa…$8MDominion Voting Systems, Inc. 401(k) PlanDominion Voting Systems, Inc…$8MSocket Holdings Corporation 401(k) Retirement Savings PlanSocket Holdings Corporation …$8MCfp Fire Protection, Inc. 401(k) Savings PlanCfp Fire Protection, Inc. 40…$8M
End-of-year total assets ($M) among Health and Wellness Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$338K
Employer EIN203066737
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health and Wellness Partners)

Sponsor-wide plan assets over time

All Health and Wellness Partners plans reported in each filing year

Latest sponsor-wide plan assets
$14M 71.27269124049162% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.35M $14.3M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 161 $8M
2023 1 193 $11M
2024 1 212 $14M

Nearby 401(k) Plans in New Jersey

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

Health and Wellness Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Health and Wellness Partners 401(k) Plan, Total assets ($B): 0.008346062 · Participants: 161Health and Wellness Partners 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Health and Wellness Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Health and Wellness Partners 401(k) Plan side-by-side with 3 peers →

Health and Wellness Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Gilchrist Construction Company LLC 401(k) Profit Sharing Plan in LA ($8M); by covered participants it is Nativo, Inc. 401(k) Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Health and Wellness Partners 401(k) Plan assets move in 2022? ▼
Health and Wellness Partners 401(k) Plan edged down modestly - down 3.9% during 2022, from $9M to $8M. Reported net income was -$338K.
How have Health and Wellness Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health and Wellness Partners's sponsor-wide assets grew 71.3%, from $8M to $14M.
Which 401(k) plans are similar in size to Health and Wellness Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gilchrist Construction Company LLC 401(k) Profit Sharing Plan in LA ($8M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Health and Wellness Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nativo, Inc. 401(k) Plan in CA (161 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203066737.

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.