Profit Sharing · DOL Form 5500 · 2023
Stacy's Wellness Pharmacy Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $607,196
- Avg per participant High balance/head
Official DOL plan name: Stacy's Wellness Pharmacy Inc. Retirement Plan · Sponsored by Stacy's Wellness Pharmacy Inc. · Tennessee · Retail Trade
$5M in assets, 9 participants
Stacy's Wellness Pharmacy Inc.'s Stacy's Wellness Pharmacy Inc. Retirement Plan reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #4,759 in Retail Trade (8,414 peers)
Stacy's Wellness Pharmacy Inc. multi-year trail
Stacy's Wellness Pharmacy Inc.'s plans moved +32.9% in assets from 2022 to 2024; this filing shows Stacy's Wellness Pharmacy Inc. Retirement Plan at $5M / 9 participants.
- #4,759
- in Retail Trade (8,414 peers)
- +21.0%
- assets growth YoY
Stacy's Wellness Pharmacy Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Stacy's Wellness Pharmacy Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,464,761 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stacy's Wellness Pharmacy Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacy's Wellness Pharmacy Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stacy's Wellness Pharmacy Inc. Retirement Plan reported net income rose from $348K in the plan year 2022 filing to $949K in the plan year 2023 filing.
- Stacy's Wellness Pharmacy Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Stacy's Wellness Pharmacy Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 813436325 · Stacy's Wellness Pharmacy Inc. PY 2023 · Profit Sharing
Stacy's Wellness Pharmacy Inc. Retirement Plan · $5M · 9 · 46th
- TYPE $5M
- NET 9
- BOOK 46th
- VS-ST Profit Sharing
- BOY near California Manufacturing Technology Consulting Retirement Plan
- SCH ind #4759
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 Retail Trade retirement plans → · Plans in Tennessee →
Stacy's Wellness Pharmacy Inc. Retirement Plan in the asset neighbourhood
Stacy's Wellness Pharmacy Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stacy's Wellness Pharmacy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 32.92919209987073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $5M |
| 2023 | 1 | 9 | $5M |
| 2024 | 1 | 10 | $6M |
Stacy's Wellness Pharmacy Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $949K |
| Employer EIN | 813436325 |
| Plan Effective Date | 2016-07-27 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Stacy's Wellness Pharmacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is California Manufacturing Technology Consulting Retirement Plan in CA ($5M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.