Other · DOL Form 5500 · 2023
Longview Wellness Center, Inc. Dba Wellness Pointe Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $19,567
- Avg per participant Low balance/head
Official DOL plan name: Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan · Sponsored by Longview Wellness Center, Inc. Dba Wellness Pointe · Texas · Healthcare & Social Assistance
$6M in assets, 293 participants
Longview Wellness Center, Inc. Dba Wellness Pointe's Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan reported $6M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,114 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan covers 293 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #9,114
- in Healthcare & Social Assistance (17,684 peers)
- +34.5%
- assets growth YoY
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,733,128 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan reported net income rose from -$162K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 752723993 · Longview Wellness Center, Inc. Dba Wellness Pointe PY 2023 · Other
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan · $6M · 293 · 47th
- ASSETS $6M
- ASSETS 293
- ASSETS 47th
- ASSETS Other
- ASSETS near Jipc Savings Plan
- ASSETS ind #9114
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 Texas →
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 752723993 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Longview Wellness Center, Inc. Dba Wellness Pointe)
Sponsor-wide plan assets over time
All Longview Wellness Center, Inc. Dba Wellness Pointe plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 64.48028272683482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $4M |
| 2023 | 1 | 293 | $6M |
| 2024 | 1 | 285 | $7M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Jipc Savings Plan in CA ($6M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Jipc Savings Plan (CA) $6M · 781
- Management Leadership for Tomorrow 403(b) (MD) $6M · 177
- French Camp Academy 403(b) Plan (MS) $6M · 106
- Wellesley Community Childrens Center Retirement Plan (MA) $6M · 82
Similar participant headcount
Nearest other-state filings by covered participants (293 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.