Profit Sharing · DOL Form 5500 · 2023

Pro10 Wellness Profit Sharing Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
4
Participants Small participant base
13th
Percentile by assets National rank
$66,884
Avg per participant Below avg balance/head
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Official DOL plan name: Pro10 Wellness Retirement Plan · Sponsored by Pro10 Wellness · California · Other Services

$268K in assets, 4 participants

Pro10 Wellness's Pro10 Wellness Retirement Plan reported $268K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,179 in Other Services (7,857 peers)

Pro10 Wellness multi-year trail

Pro10 Wellness's plans moved -54.3% in assets from 2022 to 2024; this filing shows Pro10 Wellness Retirement Plan at $268K / 4 participants.

#2,179
in Other Services (7,857 peers)
-47.1%
assets change YoY

The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pro10 Wellness Retirement Plan among the smaller filed plans by assets

Pro10 Wellness Retirement Plan vs every filed plan by assets

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

$267,534 13th percentile higher than 13% 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

Pro10 Wellness 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. Pro10 Wellness Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro10 Wellness Retirement Plan reported net income fell from $291K in the plan year 2022 filing to -$238K in the plan year 2023 filing.
  • Pro10 Wellness Retirement Plan end-of-year assets fell from $505K in the plan year 2022 filing to $268K in the plan year 2023 filing.
  • Pro10 Wellness Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843500712 · Pro10 Wellness PY 2023 · Profit Sharing

Pro10 Wellness Retirement Plan · $268K · 4 · 13th

  • PART $268K
  • PART 4
  • PART 13th
  • PART Profit Sharing
  • PART near Royer Legacy Partners Inc. Retirement Plan
  • PART ind #2179

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 Other Services retirement plans → · Plans in California →

Pro10 Wellness Retirement Plan in the asset neighbourhood

Pro10 Wellness Retirement PlanPro10 Wellness Retirement Pl…$268KRoyer Legacy Partners Inc. Retirement PlanRoyer Legacy Partners Inc. R…$268KSouthern Oasis Chemicals, Inc. Retirement PlanSouthern Oasis Chemicals, In…$268KVio 45 Mso, Inc. Profit Sharing PlanVio 45 Mso, Inc. Profit Shar…$267KWaags Group Inc. Profit Sharing PlanWaags Group Inc. Profit Shar…$268K
End-of-year total assets ($M) among Pro10 Wellness Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pro10 Wellness multi-year asset trail

Sponsor-wide plan assets over time

All Pro10 Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$231K 54.3274338909609% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.23M ▼ -54.9%
Year Plans Participants Total Assets
2022 1 3 $505K
2023 1 4 $268K
2024 1 5 $231K

Pro10 Wellness filing trail (2023)

Total Assets (Beginning of Year)$505K
Net Assets (End of Year)$268K
Net Income-$238K
Employer EIN843500712
Plan Effective Date2019-11-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pro10 Wellness Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Pro10 Wellness Retirement Plan, Total assets ($B): 0.000267534 · Participants: 4Pro10 Wellness Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Pro10 Wellness Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Pro10 Wellness Retirement Plan side-by-side with 3 peers →

Pro10 Wellness Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Royer Legacy Partners Inc. Retirement Plan in MA ($268K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Pro10 Wellness Retirement Plan assets move in 2023? ▼
Pro10 Wellness Retirement Plan contracted severely - down 47.1% during 2023, from $505K to $268K. Reported net income was -$238K.
How have Pro10 Wellness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro10 Wellness's sponsor-wide assets declined 54.3%, from $505K to $231K.
Where does Pro10 Wellness Retirement Plan rank by assets among Form 5500 filers? ▼
Pro10 Wellness Retirement Plan ranks in the 13th 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 Profit Sharing plans are similar in size to Pro10 Wellness Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Royer Legacy Partners Inc. Retirement Plan in MA ($268K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Pro10 Wellness Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 843500712.

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.