Other · DOL Form 5500 · 2022

The Wellness Council of America Retirement Plan

Data updated 2026-08-25

$705K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$704,751
Avg per participant High balance/head
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Official DOL plan name: Wellness Council of America Retirement Plan · Sponsored by The Wellness Council of America · Nebraska · Other Services

$705K in assets, 1 participants

The Wellness Council of America's Wellness Council of America Retirement Plan reported $705K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,730 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Wellness Council of America Retirement Plan ranks #3,730 of 8,398 2022 filers by assets (2848% of the sector average)-$705K for 1 participant.

#3,730
in Other Services (8,398 peers)
-60.3%
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 Council of America Retirement Plan among the smaller filed plans by assets

Wellness Council of America Retirement Plan vs every filed plan by assets

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

$704,751 22nd percentile higher than 22% 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 Council of America Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellness Council of America Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 363444746 · The Wellness Council of America PY 2022 · Other

Wellness Council of America Retirement Plan · $705K · 1 · 22nd

  • BOY $705K
  • BOY 1
  • BOY 22nd
  • BOY Other
  • BOY near Erie Day School 403(b) Savings Plan
  • BOY ind #3730

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 Other Services retirement plans → · Plans in Nebraska →

Wellness Council of America Retirement Plan in the asset neighbourhood

Skyline Education 403(b) Plan$720KLutheran Good Shepherd Home 403(b) PlanLutheran Good Shepherd Home …$720KWellness Council of America Retirement PlanWellness Council of America …$705KErie Day School 403(b) Savings PlanErie Day School 403(b) Savin…$701KMural Arts Advocates 403(b) PlanMural Arts Advocates 403(b) …$688K
End-of-year total assets ($M) among Wellness Council of America Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$705K
Net Income-$1M
Employer EIN363444746
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wellness Council of America)

Sponsor-wide plan assets over time

All The Wellness Council of America plans reported in each filing year

Latest sponsor-wide plan assets
$628K 10.954365442546376% vs 2022
2023 filing year
$0.6M$0.65M$0.7M$0.75M 20222023 $0.7M $0.63M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 1 $705K
2023 1 N/A $628K

Nearby Other Plans in Nebraska

Peer Other plans, same state, same plan type, ranked by total assets.

Wellness Council of America Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Wellness Council of America Retirement Plan, Total assets ($M): 0.704751 · Participants: 1Wellness Council of America Retirement PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Methodist Health System Defined Contribution Retirement Plan, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist Health System Defined Contribution Retirement PlanRetirement Plan of Creighton University, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) Plan
Wellness Council of America Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

Wellness Council of America Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Erie Day School 403(b) Savings Plan in PA ($701K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($705K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Council of America Retirement Plan assets move in 2022?
Wellness Council of America Retirement Plan contracted severely - down 60.3% during 2022, from $2M to $705K. Reported net income was -$1M.
How have The Wellness Council of America plan assets changed over time?
Across 2 plan years on file (2022-2023), The Wellness Council of America's sponsor-wide assets declined 11.0%, from $705K to $628K.
Where does Wellness Council of America Retirement Plan rank by assets among Form 5500 filers?
Wellness Council of America Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Wellness Council of America Retirement Plan?
Among Other plans in other states, the closest by assets is Erie Day School 403(b) Savings Plan in PA ($701K, 29 participants).
Which Other plans cover a similar participant headcount to Wellness Council of America Retirement Plan?
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M in assets).