401(k) · DOL Form 5500 · 2022

Wellness Coaches USA LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
182
Participants Below avg headcount
61st
Percentile by assets National rank
$45,041
Avg per participant Low balance/head
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Official DOL plan name: Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Wellness Coaches USA LLC · Pennsylvania · Professional & Technical Services

$8M in assets, 182 participants

Wellness Coaches USA LLC's Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 182 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.

  • #12,744 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust covers 182 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#12,744
in Professional & Technical Services (21,562 peers)
-14.7%
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.

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,197,509 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

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust 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. Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (182 participants).

DOL schedule card

Filing strip 320025442 · Wellness Coaches USA LLC PY 2022 · 401(k)

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust · $8M · 182 · 61st

  • BOY $8M
  • SCH 182
  • EBSA 61st
  • PART 401(k)
  • TYPE near Len Busch Roses 401(k) Retirement Plan
  • NET ind #12744

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & TrustWellness Coaches USA LLC 401…$8MLen Busch Roses 401(k) Retirement PlanLen Busch Roses 401(k) Retir…$8MDavaco 401(k) Plan$8MBluehawk, LLC 401(k) Plan$8MChampion Chevrolet, Inc. 401(k) Plan and TrustChampion Chevrolet, Inc. 401…$8M
End-of-year total assets ($M) among Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN320025442
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellness Coaches USA LLC)

Sponsor-wide plan assets over time

All Wellness Coaches USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.10231303192226% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.2M $10.8M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 197 $10M
2024 1 193 $11M

Nearby 401(k) Plans in Pennsylvania

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

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008197509 · Participants: 182Wellness Coaches USA LLC 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Len Busch Roses 401(k) Retirement Plan in MN ($8M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.7% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Wellness Coaches USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellness Coaches USA LLC's sponsor-wide assets grew 32.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Len Busch Roses 401(k) Retirement Plan in MN ($8M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hillman Bus 401(k) in NJ (182 participants, $709K 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 320025442.

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.