401(k) · DOL Form 5500 · 2022

Aehc Wellness Inc 401(k) Plan

Data updated 2026-08-25

$95K
Total assets Small plan by assets
3
Participants Small participant base
6th
Percentile by assets National rank
$31,823
Avg per participant Low balance/head
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Official DOL plan name: Aehc Wellness Inc 401(k) Plan · Sponsored by Aehc Wellness Inc · North Carolina · Food Services & Accommodation

$95K in assets, 3 participants

Aehc Wellness Inc's Aehc Wellness Inc 401(k) Plan reported $95K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #670 in Food Services & Accommodation (4,592 peers)

Aehc Wellness Inc multi-year trail

Aehc Wellness Inc's plans moved +34.0% in assets from 2022 to 2024; this filing shows Aehc Wellness Inc 401(k) Plan at $95K / 3 participants.

#670
in Food Services & Accommodation (4,592 peers)
+32.8%
assets growth YoY

Aehc Wellness Inc 401(k) Plan among the smaller filed plans by assets

Aehc Wellness Inc 401(k) Plan vs every filed plan by assets

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

$95,469 6th percentile higher than 6% 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

Aehc Wellness Inc 401(k) 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. Aehc Wellness Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 471627529 · Aehc Wellness Inc PY 2022 · 401(k)

Aehc Wellness Inc 401(k) Plan · $95K · 3 · 6th

  • EBSA $95K
  • EBSA 3
  • EBSA 6th
  • EBSA 401(k)
  • EBSA near Kate Corporation 401(k) Profit Sharing Plan
  • EBSA ind #670

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Aehc Wellness Inc 401(k) Plan in the asset neighbourhood

Aehc Wellness Inc 401(k) Plan$95KKate Corporation 401(k) Profit Sharing PlanKate Corporation 401(k) Prof…$95KMct 401(k) Trust$96KLtf Squared, Inc. 401(k) Profit Sharing PlanLtf Squared, Inc. 401(k) Pro…$96KJimmy O's Tool Sled Retirement PlanJimmy O's Tool Sled Retireme…$95K
End-of-year total assets ($M) among Aehc Wellness Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Aehc Wellness Inc multi-year asset trail

Sponsor-wide plan assets over time

All Aehc Wellness Inc plans reported in each filing year

Latest sponsor-wide plan assets
$128K 34.007897851658655% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0.13M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 3 $95K
2023 1 1 $50K
2024 1 1 $128K

Aehc Wellness Inc filing trail (2022)

Total Assets (Beginning of Year)$72K
Net Assets (End of Year)$95K
Net Income$24K
Employer EIN471627529
Plan Effective Date2014-08-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Aehc Wellness Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Aehc Wellness Inc 401(k) Plan, Total assets ($B): 0.000095469 · Participants: 3Aehc Wellness Inc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Aehc Wellness Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Kate Corporation 401(k) Profit Sharing Plan in LA ($95K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Aehc Wellness Inc 401(k) Plan assets move in 2022?
Aehc Wellness Inc 401(k) Plan surged - up 32.8% during 2022, from $72K to $95K. Reported net income was $24K.
How have Aehc Wellness Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Aehc Wellness Inc's sponsor-wide assets grew 34.0%, from $95K to $128K.
Where does Aehc Wellness Inc 401(k) Plan rank by assets among Form 5500 filers?
Aehc Wellness Inc 401(k) Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aehc Wellness Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kate Corporation 401(k) Profit Sharing Plan in LA ($95K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Aehc Wellness Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).