Other · DOL Form 5500 · 2022
Aunt Martha's Health and Wellness, Inc. Retirement Plan
Data updated 2026-08-25
- $738K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $147,652
- Avg per participant Above avg balance/head
Official DOL plan name: Aunt Martha's Health and Wellness, Inc. 403(b) Plan · Sponsored by Aunt Martha's Health and Wellness, Inc. · Illinois · Healthcare & Social Assistance
$738K in assets, 5 participants
Aunt Martha's Health and Wellness, Inc.'s Aunt Martha's Health and Wellness, Inc. 403(b) Plan reported $738K in total assets and 5 participants 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.
- #3,681 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Aunt Martha's Health and Wellness, Inc. 403(b) Plan holds $738K for 5 participants - about $147,652 per participant, among the smaller plans by assets on file.
- #3,681
- in Healthcare & Social Assistance (20,060 peers)
- $738K
- reported net income
Aunt Martha's Health and Wellness, Inc. 403(b) Plan among the smaller filed plans by assets
Aunt Martha's Health and Wellness, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$738,262 22nd percentile higher than 22% 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
Aunt Martha's Health and Wellness, Inc. 403(b) 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. Aunt Martha's Health and Wellness, Inc. 403(b) Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 367188150 · Aunt Martha's Health and Wellness, Inc. PY 2022 · Other
Aunt Martha's Health and Wellness, Inc. 403(b) Plan · $738K · 5 · 22nd
- EIN $738K
- RANK 5
- PHOTO 22nd
- IND Other
- EOY near Pioneer Memorial Care Center Tax Deferred Annuity Plan
- 5500 ind #3681
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 Illinois →
Aunt Martha's Health and Wellness, Inc. 403(b) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $738K |
| Net Income | $738K |
| Employer EIN | 367188150 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Aunt Martha's Health and Wellness, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Pioneer Memorial Care Center Tax Deferred Annuity Plan in ND ($739K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($738K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.