Money Purchase · DOL Form 5500 · 2023

The Wellness Institute, Inc. Money Purchase Plan

Data updated 2026-08-25

$163K
Total assets Small plan by assets
6
Participants Small participant base
9th
Percentile by assets National rank
$27,133
Avg per participant Low balance/head
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Official DOL plan name: The Wellness Institute, Inc. Retirement Plan · Sponsored by The Wellness Institute, Inc. · Puerto Rico · Healthcare & Social Assistance

$163K in assets, 6 participants

The Wellness Institute, Inc.'s The Wellness Institute, Inc. Retirement Plan reported $163K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,139 in Healthcare & Social Assistance (17,684 peers)

The Wellness Institute, Inc. multi-year trail

The Wellness Institute, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows The Wellness Institute, Inc. Retirement Plan at $163K / 6 participants.

#1,139
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

The Wellness Institute, Inc. Retirement Plan among the smaller filed plans by assets

The Wellness Institute, Inc. Retirement Plan vs every filed plan by assets

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

$162,799 9th percentile higher than 9% 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

The Wellness Institute, 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. The Wellness Institute, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wellness Institute, Inc. Retirement Plan reported net income rose from -$3K in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • The Wellness Institute, Inc. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • The Wellness Institute, Inc. Retirement Plan end-of-year assets rose from $149K in the plan year 2022 filing to $163K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660586605 · The Wellness Institute, Inc. PY 2023 · Money Purchase

The Wellness Institute, Inc. Retirement Plan · $163K · 6 · 9th

  • PHOTO $163K
  • PHOTO 6
  • PHOTO 9th
  • PHOTO Money Purchase
  • PHOTO near Wam Industries, Inc. Employee Money Purchase Pension Plan
  • PHOTO ind #1139

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 Puerto Rico →

The Wellness Institute, Inc. Retirement Plan in the asset neighbourhood

The Wellness Institute, Inc. Retirement PlanThe Wellness Institute, Inc.…$163KWam Industries, Inc. Employee Money Purchase Pension PlanWam Industries, Inc. Employe…$161KDr Martha Ann Flowers Md Basic PlanDr Martha Ann Flowers Md Bas…$158KLocal 976 I.L.a. Pension Fund 601 West 51st Street, 2nd Floor New York, Ny 10019Local 976 I.L.a. Pension Fun…$158KAnesthesiology P.C. Money Purchase Pension PlanAnesthesiology P.C. Money Pu…$156K
End-of-year total assets ($M) among The Wellness Institute, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

The Wellness Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wellness Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168K 12.416478456970907% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.15M $0.17M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 7 $149K
2023 1 6 $163K
2024 1 6 $168K

The Wellness Institute, Inc. filing trail (2023)

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$163K
Net Income$14K
Employer EIN660586605
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Wellness Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -202468 Total assets ($M) Participants The Wellness Institute, Inc. Retirement Plan, Total assets ($M): 0.162799 · Participants: 6The Wellness Institute, Inc. Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
The Wellness Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare The Wellness Institute, Inc. Retirement Plan side-by-side with 3 peers →

The Wellness Institute, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Wam Industries, Inc. Employee Money Purchase Pension Plan in CA ($161K); by covered participants it is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 The Wellness Institute, Inc. Retirement Plan assets move in 2023? ▼
The Wellness Institute, Inc. Retirement Plan grew at a solid clip - up 9.1% during 2023, from $149K to $163K. Reported net income was $14K.
How have The Wellness Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wellness Institute, Inc.'s sponsor-wide assets grew 12.4%, from $149K to $168K.
Where does The Wellness Institute, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Wellness Institute, Inc. Retirement Plan ranks in the 9th 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 Money Purchase plans are similar in size to The Wellness Institute, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wam Industries, Inc. Employee Money Purchase Pension Plan in CA ($161K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to The Wellness Institute, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH (6 participants, $1M 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 660586605.

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.