401(k) · DOL Form 5500 · 2022
New Generation Wellness, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $39,400
- Avg per participant Low balance/head
Official DOL plan name: New Generation Wellness, Inc. 401(k) Profit Sharing Plan · Sponsored by New Generation Wellness, Inc. · California · Manufacturing
$10M in assets, 259 participants
New Generation Wellness, Inc.'s New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #10,863 in Manufacturing (20,602 peers)
Coverage in California
New Generation Wellness, Inc. 401(k) Profit Sharing Plan covers 259 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,863
- in Manufacturing (20,602 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Generation Wellness, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,204,631 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New Generation Wellness, Inc. 401(k) Profit Sharing 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. New Generation Wellness, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).
Form 5500 schedule snapshot
Filing strip 950494000 · New Generation Wellness, Inc. PY 2022 · 401(k)
New Generation Wellness, Inc. 401(k) Profit Sharing Plan · $10M · 259 · 65th
- TYPE $10M
- NET 259
- BOOK 65th
- VS-ST 401(k)
- BOY near Jones, Jackson, Moll, Mcginnis, Stocks, PLC Profit
- SCH ind #10863
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 California →
New Generation Wellness, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 950494000 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Generation Wellness, Inc.)
Sponsor-wide plan assets over time
All New Generation Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 25.383720391261576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $10M |
| 2023 | 1 | 219 | $11M |
| 2024 | 1 | 188 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
New Generation Wellness, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jones, Jackson, Moll, Mcginnis, Stocks, PLC Profit in AR ($10M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.