401(k) · DOL Form 5500 · 2023

Live Well Financial Inc. 401(k) Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets
147
Participants Small participant base
15th
Percentile by assets National rank
$2,441
Avg per participant Low balance/head
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Official DOL plan name: Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Live Well Financial Inc. · Delaware · Finance & Insurance

$359K in assets, 147 participants

Live Well Financial Inc.'s Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust reported $359K in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #776 in Finance & Insurance (8,869 peers)

Coverage in Delaware

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust covers 147 participants in Delaware, about 27% of the average Delaware filer (state average ~536 per filing). Assets: $359K.

#776
in Finance & Insurance (8,869 peers)
-75.5%
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.

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$358,832 15th percentile higher than 15% of 127,068 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 2023

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $258 in the plan year 2022 filing to $359K in the plan year 2023 filing.
  • Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from -$352K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from N/A in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202752826 · Live Well Financial Inc. PY 2023 · 401(k)

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust · $359K · 147 · 15th

  • EOY $359K
  • 5500 147
  • ASSETS 15th
  • PCT 401(k)
  • EIN near J-Four Legacy Group Retirement Plan
  • RANK ind #776

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 Finance & Insurance retirement plans → · Plans in Delaware →

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Live Well Financial Inc. 401(k) Profit Sharing Plan & TrustLive Well Financial Inc. 401…$359KJ-Four Legacy Group Retirement PlanJ-Four Legacy Group Retireme…$359KTitanic Canoe and Kayak Rental, Inc. 401(k) PlanTitanic Canoe and Kayak Rent…$359KLewis Holdings, Inc. 401(k) PlanLewis Holdings, Inc. 401(k) …$359KJanus Hospitality Properties, Inc. 401(k) PlanJanus Hospitality Properties…$359K
End-of-year total assets ($M) among Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$359K
Net Income-$1M
Employer EIN202752826
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Live Well Financial Inc.)

Sponsor-wide plan assets over time

All Live Well Financial Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$667K 258575.19379844962% vs 2022
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0M $0.67M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $258
2023 2 147 $667K

Nearby 401(k) Plans in Delaware

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

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000358832 · Participants: 147Live Well Financial Inc. 401(k) Profit Sharing Plan & TrustAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is J-Four Legacy Group Retirement Plan in TN ($359K); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust contracted severely - down 75.5% during 2023, from $1M to $359K. Reported net income was -$1M.
How have Live Well Financial Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Live Well Financial Inc.'s sponsor-wide assets grew 258575.2%, from $258 to $667K.
Where does Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is J-Four Legacy Group Retirement Plan in TN ($359K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202752826.

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.