401(k) · DOL Form 5500 · 2022
Healthwell Foundation Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $29,469
- Avg per participant Low balance/head
Official DOL plan name: Healthwell Foundation 401(k) Plan · Sponsored by Healthwell Foundation Inc. · Maryland · Healthcare & Social Assistance
$5M in assets, 168 participants
Healthwell Foundation Inc.'s Healthwell Foundation 401(k) Plan reported $5M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,223 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
Healthwell Foundation 401(k) Plan covers 168 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $5M.
- #11,223
- in Healthcare & Social Assistance (20,060 peers)
- $136K
- reported net income
Healthwell Foundation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Healthwell Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,950,794 Top 50% higher than 50% 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
Healthwell Foundation 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. Healthwell Foundation 401(k) Plan sits mid-pack in the medium band (168 participants).
Published 5500 schedule card
Filing strip 200413676 · Healthwell Foundation Inc. PY 2022 · 401(k)
Healthwell Foundation 401(k) Plan · $5M · 168 · 50th
- EIN $5M
- EIN 168
- EIN 50th
- EIN 401(k)
- EIN near Ksq Therapeutics 401(k) Plan
- EIN ind #11223
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 Maryland →
Healthwell Foundation 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $136K |
| Employer EIN | 200413676 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthwell Foundation Inc.)
Sponsor-wide plan assets over time
All Healthwell Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 50.400864992564834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $5M |
| 2023 | 1 | 170 | $7M |
| 2024 | 1 | 200 | $7M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Healthwell Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Ksq Therapeutics 401(k) Plan in MA ($5M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Ksq Therapeutics 401(k) Plan (MA) $5M · 83
- Hopin 401(k) Plan (DE) $5M · 60
- Wendricks Truss, Inc. 401(k) Profit Sharing Plan (WI) $5M · 117
- Shapeways 401(k) Plan (NY) $5M · 99
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.