Profit Sharing · DOL Form 5500 · 2023

4j Wellness, Inc. Profit Sharing Plan

Data updated 2026-08-25

$467K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$233,704
Avg per participant Above avg balance/head
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Official DOL plan name: 4j Wellness, Inc. Retirement Plan · Sponsored by 4j Wellness, Inc. · Ohio · Other Services

$467K in assets, 2 participants

4j Wellness, Inc.'s 4j Wellness, Inc. Retirement Plan reported $467K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,944 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, 4j Wellness, Inc. Retirement Plan ranks #2,944 of 7,857 2023 filers by assets (4294% of the sector average)-$467K for 2 participants.

#2,944
in Other Services (7,857 peers)
-13.1%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

4j Wellness, Inc. Retirement Plan among the smaller filed plans by assets

4j Wellness, Inc. Retirement Plan vs every filed plan by assets

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

$467,407 17th percentile higher than 17% 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

4j Wellness, 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. 4j Wellness, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 4j Wellness, Inc. Retirement Plan reported net income fell from $538K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
  • 4j Wellness, Inc. Retirement Plan end-of-year assets fell from $538K in the plan year 2022 filing to $467K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 920661119 · 4j Wellness, Inc. PY 2023 · Profit Sharing

4j Wellness, Inc. Retirement Plan · $467K · 2 · 17th

  • EBSA $467K
  • EBSA 2
  • EBSA 17th
  • EBSA Profit Sharing
  • EBSA near Simssco Industries Inc Retirement Plan
  • EBSA ind #2944

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 Ohio →

4j Wellness, Inc. Retirement Plan in the asset neighbourhood

4j Wellness, Inc. Retirement Plan4j Wellness, Inc. Retirement…$467KSimssco Industries Inc Retirement PlanSimssco Industries Inc Retir…$468KPinnacle Signs & Graphics Company Retirement PlanPinnacle Signs & Graphics Co…$468KLending Solutions, Inc. ESOP$468KGadal Incorporated Retirement PlanGadal Incorporated Retiremen…$468K
End-of-year total assets ($M) among 4j Wellness, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$467K
Net Income-$70K
Employer EIN920661119
Plan Effective Date2022-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (4j Wellness, Inc.)

Sponsor-wide plan assets over time

All 4j Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119K 77.8981505241979% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.54M $0.12M ▼ -77.8%
Year Plans Participants Total Assets
2022 1 2 $538K
2023 1 2 $467K
2024 1 2 $119K

Nearby Profit Sharing Plans in Ohio

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

4j Wellness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants 4j Wellness, Inc. Retirement Plan, Total assets ($B): 0.000467407 · Participants: 24j Wellness, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
4j Wellness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare 4j Wellness, Inc. Retirement Plan side-by-side with 3 peers →

4j Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Simssco Industries Inc Retirement Plan in CA ($468K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($467K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 4j Wellness, Inc. Retirement Plan assets move in 2023? ▼
4j Wellness, Inc. Retirement Plan pulled back noticeably - down 13.1% during 2023, from $538K to $467K. Reported net income was -$70K.
How have 4j Wellness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 4j Wellness, Inc.'s sponsor-wide assets declined 77.9%, from $538K to $119K.
Where does 4j Wellness, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
4j Wellness, Inc. Retirement Plan ranks in the 17th 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 4j Wellness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Simssco Industries Inc Retirement Plan in CA ($468K, 39 participants).
Which Profit Sharing plans cover a similar participant headcount to 4j Wellness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 920661119.

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.