401(k) · DOL Form 5500 · 2023
Active Wellness, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $41,817
- Avg per participant Low balance/head
Official DOL plan name: Active Wellness 401(k) Plan · Sponsored by Active Wellness, LLC · California · Arts, Entertainment & Recreation
$6M in assets, 155 participants
Active Wellness, LLC's Active Wellness 401(k) Plan reported $6M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #2,005 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in California
Active Wellness 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $6M.
- #2,005
- in Arts, Entertainment & Recreation (2,945 peers)
- +21.8%
- assets growth YoY
Active Wellness 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Active Wellness 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,481,702 49th percentile higher than 49% 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
Active Wellness 401(k) 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. Active Wellness 401(k) Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Active Wellness 401(k) Plan reported net income rose from -$829K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Active Wellness 401(k) Plan reported participants fell from 231 in the plan year 2022 filing to 155 in the plan year 2023 filing.
- Active Wellness 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 320468401 · Active Wellness, LLC PY 2023 · 401(k)
Active Wellness 401(k) Plan · $6M · 155 · 49th
- PHOTO $6M
- PHOTO 155
- PHOTO 49th
- PHOTO 401(k)
- PHOTO near Hess Pediatric Ophthalmology Specialists, PA 401(k) Profit Sharing Plan
- PHOTO ind #2005
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Active Wellness 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 320468401 |
| Plan Effective Date | 2014-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Active Wellness, LLC)
Sponsor-wide plan assets over time
All Active Wellness, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.65866189281224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $5M |
| 2023 | 1 | 155 | $6M |
| 2024 | 1 | 171 | $7M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Active Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hess Pediatric Ophthalmology Specialists, PA 401(k) Profit Sharing Plan in FL ($6M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Fraser Business Equipment Salary Deferral Plan (PA) 155 · 0 off
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Whitmore Worsley, Inc. 401(k) Profit Sharing Plan (NY) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.