401(k) · DOL Form 5500 · 2022
Active Wellness, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $23,040
- Avg per participant Low balance/head
Official DOL plan name: Active Wellness 401(k) Plan · Sponsored by Active Wellness, LLC · California · Arts, Entertainment & Recreation
$5M in assets, 231 participants
Active Wellness, LLC's Active Wellness 401(k) Plan reported $5M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,117 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in California
Active Wellness 401(k) Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $5M.
- #2,117
- in Arts, Entertainment & Recreation (3,077 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $829K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Active Wellness 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Active Wellness 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,322,324 Top 48% higher than 52% 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
Active Wellness 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. Active Wellness 401(k) Plan sits mid-pack in the medium band (231 participants).
Published 5500 schedule card
Filing strip 320468401 · Active Wellness, LLC PY 2022 · 401(k)
Active Wellness 401(k) Plan · $5M · 231 · 52nd
- EOY $5M
- 5500 231
- ASSETS 52nd
- PCT 401(k)
- EIN near Environmental Science U.S. Inc. 401(k) Plan
- RANK ind #2117
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Active Wellness 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$829K |
| Employer EIN | 320468401 |
| Plan Effective Date | 2014-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Active Wellness, LLC)
Sponsor-wide plan assets over time
All Active Wellness, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.65866189281224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $5M |
| 2023 | 1 | 155 | $6M |
| 2024 | 1 | 171 | $7M |
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
Active Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Environmental Science U.S. Inc. 401(k) Plan in NC ($5M); by covered participants it is M.a. Ford Mfg. Co., Inc. Deferred Wage Savings Plan in IA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 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.