Profit Sharing · DOL Form 5500 · 2023

Athena Stone Wellness Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
25th
Percentile by assets National rank
$70,920
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Athena Stone Wellness Inc. Retirement Plan · Sponsored by Athena Stone Wellness Inc. · California · Retail Trade

$1M in assets, 17 participants

Athena Stone Wellness Inc.'s Athena Stone Wellness Inc. Retirement Plan reported $1M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,181 in Retail Trade (8,414 peers)

Athena Stone Wellness Inc. multi-year trail

Athena Stone Wellness Inc.'s plans moved +50.9% in assets from 2022 to 2024; this filing shows Athena Stone Wellness Inc. Retirement Plan at $1M / 17 participants.

#3,181
in Retail Trade (8,414 peers)
+23.3%
assets growth YoY

Athena Stone Wellness Inc. Retirement Plan among the smaller filed plans by assets

Athena Stone Wellness Inc. Retirement Plan vs every filed plan by assets

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

$1,205,639 25th percentile higher than 25% 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

Athena Stone Wellness Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athena Stone Wellness Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athena Stone Wellness Inc. Retirement Plan reported participants rose from 9 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Athena Stone Wellness Inc. Retirement Plan end-of-year assets rose from $978K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Athena Stone Wellness Inc. Retirement Plan reported net income fell from $275K in the plan year 2022 filing to $228K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462410269 · Athena Stone Wellness Inc. PY 2023 · Profit Sharing

Athena Stone Wellness Inc. Retirement Plan · $1M · 17 · 25th

  • TYPE $1M
  • NET 17
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Byrd Adkins Profit Sharing
  • SCH ind #3181

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 California →

Athena Stone Wellness Inc. Retirement Plan in the asset neighbourhood

Athena Stone Wellness Inc. Retirement PlanAthena Stone Wellness Inc. R…$1MByrd Adkins Profit Sharing$1MSchroeder & Siegfried, PA Profit Sharing PlanSchroeder & Siegfried, PA Pr…$1MBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$1MInner Parish Security Corporation Retirement PlanInner Parish Security Corpor…$1M
End-of-year total assets ($M) among Athena Stone Wellness Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Athena Stone Wellness Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Athena Stone Wellness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.89792495474581% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.98M $1.48M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 9 $978K
2023 1 17 $1M
2024 1 19 $1M

Athena Stone Wellness Inc. filing trail (2023)

Total Assets (Beginning of Year)$978K
Net Assets (End of Year)$1M
Net Income$228K
Employer EIN462410269
Plan Effective Date2013-03-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Athena Stone Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Athena Stone Wellness Inc. Retirement Plan, Total assets ($B): 0.001205639 · Participants: 17Athena Stone Wellness Inc. 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
Athena Stone Wellness Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Athena Stone Wellness Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Byrd Adkins Profit Sharing in TX ($1M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Athena Stone Wellness Inc. Retirement Plan assets move in 2023? ▼
Athena Stone Wellness Inc. Retirement Plan grew sharply - up 23.3% during 2023, from $978K to $1M. Reported net income was $228K.
How have Athena Stone Wellness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athena Stone Wellness Inc.'s sponsor-wide assets grew 50.9%, from $978K to $1M.
Where does Athena Stone Wellness Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Athena Stone Wellness Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Athena Stone Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Byrd Adkins Profit Sharing in TX ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Athena Stone Wellness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants, $3M 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 462410269.

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.