401(k) · DOL Form 5500 · 2022

Columbia Wellness 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
145
Participants Small participant base
45th
Percentile by assets National rank
$25,696
Avg per participant Low balance/head
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Official DOL plan name: Columbia Wellness Retirement Plan · Sponsored by Columbia Wellness · Washington · Healthcare & Social Assistance

$4M in assets, 145 participants

Columbia Wellness's Columbia Wellness Retirement Plan reported $4M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,868 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Columbia Wellness Retirement Plan covers 145 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#9,868
in Healthcare & Social Assistance (20,060 peers)
-14.5%
assets change YoY

The plan reported a net loss of $631K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Columbia Wellness Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Columbia Wellness Retirement Plan vs every filed plan by assets

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

$3,725,966 45th percentile higher than 45% 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

Columbia Wellness Retirement 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. Columbia Wellness Retirement Plan sits mid-pack in the medium band (145 participants).

DOL schedule card

Filing strip 910598130 · Columbia Wellness PY 2022 · 401(k)

Columbia Wellness Retirement Plan · $4M · 145 · 45th

  • PHOTO $4M
  • IND 145
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Guerriere & Halnon, Inc. 401(k) Profit Sharing Plan
  • PCT ind #9868

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Columbia Wellness Retirement Plan in the asset neighbourhood

Columbia Wellness Retirement PlanColumbia Wellness Retirement…$4MGuerriere & Halnon, Inc. 401(k) Profit Sharing PlanGuerriere & Halnon, Inc. 401…$4MClosup I Inc. Retirement Savings PlanClosup I Inc. Retirement Sav…$4MGuy M. Lewis D.D.S, P.a.Profit Sharing PlanGuy M. Lewis D.D.S, P.a.Prof…$4MJohn Youngblood Motor's Salary Savings & Profit Sharing PlanJohn Youngblood Motor's Sala…$4M
End-of-year total assets ($M) among Columbia Wellness Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$631K
Employer EIN910598130
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Wellness)

Sponsor-wide plan assets over time

All Columbia Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.096056163690164% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.73M $5.7M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 147 $5M
2024 1 167 $6M

Nearby 401(k) Plans in Washington

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

Columbia Wellness Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Columbia Wellness Retirement Plan, Total assets ($B): 0.003725966 · Participants: 145Columbia Wellness Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Columbia Wellness Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Columbia Wellness Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Guerriere & Halnon, Inc. 401(k) Profit Sharing Plan in MA ($4M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Columbia Wellness Retirement Plan assets move in 2022? ▼
Columbia Wellness Retirement Plan pulled back noticeably - down 14.5% during 2022, from $4M to $4M. Reported net income was -$631K.
How have Columbia Wellness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Wellness's sponsor-wide assets grew 53.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Columbia Wellness Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guerriere & Halnon, Inc. 401(k) Profit Sharing Plan in MA ($4M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Columbia Wellness Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A 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 910598130.

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.