Profit Sharing · DOL Form 5500 · 2022

Zoza Wellness, Inc. Profit Sharing Plan

Data updated 2026-08-25

$920K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$919,630
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zoza Wellness, Inc. Retirement Plan · Sponsored by Zoza Wellness, Inc. · Massachusetts · Other Services

$920K in assets, 1 participants

Zoza Wellness, Inc.'s Zoza Wellness, Inc. Retirement Plan reported $920K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,981 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Zoza Wellness, Inc. Retirement Plan ranks #3,981 of 8,398 2022 filers by assets (2182% of the sector average)-$920K for 1 participant.

#3,981
in Other Services (8,398 peers)
-39.9%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$919,630 24th percentile higher than 24% 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

Zoza Wellness, Inc. Retirement 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. Zoza Wellness, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 463795050 · Zoza Wellness, Inc. PY 2022 · Profit Sharing

Zoza Wellness, Inc. Retirement Plan · $920K · 1 · 24th

  • TYPE $920K
  • NET 1
  • BOOK 24th
  • VS-ST Profit Sharing
  • BOY near Mountain Wellness 1, Inc. Profit Sharing Plan
  • SCH ind #3981

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 Massachusetts →

Zoza Wellness, Inc. Retirement Plan in the asset neighbourhood

Zoza Wellness, Inc. Retirement PlanZoza Wellness, Inc. Retireme…$920KMountain Wellness 1, Inc. Profit Sharing PlanMountain Wellness 1, Inc. Pr…$920KWenta Monuments Inc Profit Sharing PlanWenta Monuments Inc Profit S…$919KPeter a Gardetto Md Sc Profit Sharing Plan & TrustPeter a Gardetto Md Sc Profi…$919KSmashface Inc. Retirement PlanSmashface Inc. Retirement Pl…$919K
End-of-year total assets ($M) among Zoza Wellness, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$920K
Net Income-$610K
Employer EIN463795050
Plan Effective Date2015-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoza Wellness, Inc.)

Sponsor-wide plan assets over time

All Zoza Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.422039298413495% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M$1.1M 202220232024 $0.92M $1.07M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 1 $920K
2023 1 1 $909K
2024 1 1 $1M

Nearby Profit Sharing Plans in Massachusetts

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

Zoza Wellness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Zoza Wellness, Inc. Retirement Plan, Total assets ($B): 0.00091963 · Participants: 1Zoza Wellness, Inc. Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Zoza Wellness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Zoza Wellness, Inc. Retirement Plan side-by-side with 3 peers →

Zoza Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Mountain Wellness 1, Inc. Profit Sharing Plan in UT ($920K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Zoza Wellness, Inc. Retirement Plan assets move in 2022? ▼
Zoza Wellness, Inc. Retirement Plan contracted severely - down 39.9% during 2022, from $2M to $920K. Reported net income was -$610K.
How have Zoza Wellness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zoza Wellness, Inc.'s sponsor-wide assets grew 16.4%, from $920K to $1M.
Where does Zoza Wellness, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Zoza Wellness, Inc. Retirement Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Zoza Wellness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mountain Wellness 1, Inc. Profit Sharing Plan in UT ($920K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Zoza Wellness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463795050.

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.