401(k) · DOL Form 5500 · 2023

Back to Wellness PLC 401(k) Plan

Data updated 2026-08-25

$521K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$520,830
Avg per participant High balance/head
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Official DOL plan name: Back to Wellness PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Back to Wellness PLC · Vermont · Healthcare & Social Assistance

$521K in assets, 1 participants

Back to Wellness PLC's Back to Wellness PLC 401(k) Profit Sharing Plan & Trust reported $521K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,394 in Healthcare & Social Assistance (17,684 peers)

Back to Wellness PLC multi-year trail

Back to Wellness PLC's plans moved +37.8% in assets from 2022 to 2024; this filing shows Back to Wellness PLC 401(k) Profit Sharing Plan & Trust at $521K / 1 participant.

#2,394
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$520,830 18th percentile higher than 18% 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

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Back to Wellness PLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Back to Wellness PLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$61K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Back to Wellness PLC 401(k) Profit Sharing Plan & Trust reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Back to Wellness PLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $441K in the plan year 2022 filing to $521K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262253495 · Back to Wellness PLC PY 2023 · 401(k)

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust · $521K · 1 · 18th

  • VS-ST $521K
  • VS-ST 1
  • VS-ST 18th
  • VS-ST 401(k)
  • VS-ST near Gtrv-Vans 401(k) Plan
  • VS-ST ind #2394

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 Vermont →

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Back to Wellness PLC 401(k) Profit Sharing Plan & TrustBack to Wellness PLC 401(k) …$521KGtrv-Vans 401(k) Plan$521KNewtown-Slocomb Manufacturing 401(k) Profit Sharing PlanNewtown-Slocomb Manufacturin…$521KLcott, Inc. 401(k) Profit Sharing PlanLcott, Inc. 401(k) Profit Sh…$521KTawnsy, Inc. 401(k) Profit Sharing PlanTawnsy, Inc. 401(k) Profit S…$521K
End-of-year total assets ($M) among Back to Wellness PLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Back to Wellness PLC multi-year asset trail

Sponsor-wide plan assets over time

All Back to Wellness PLC plans reported in each filing year

Latest sponsor-wide plan assets
$607K 37.785454718784116% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.61M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 2 $441K
2023 1 1 $521K
2024 1 1 $607K

Back to Wellness PLC filing trail (2023)

Total Assets (Beginning of Year)$441K
Net Assets (End of Year)$521K
Net Income$80K
Employer EIN262253495
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Back to Wellness PLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00052083 · Participants: 1Back to Wellness PLC 401(k) Profit Sharing Plan & TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Back to Wellness PLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Gtrv-Vans 401(k) Plan in CA ($521K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($521K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Back to Wellness PLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust grew sharply - up 18.2% during 2023, from $441K to $521K. Reported net income was $80K.
How have Back to Wellness PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Back to Wellness PLC's sponsor-wide assets grew 37.8%, from $441K to $607K.
Where does Back to Wellness PLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust ranks in the 18th 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 Back to Wellness PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gtrv-Vans 401(k) Plan in CA ($521K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Back to Wellness PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 262253495.

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.