401(k) · DOL Form 5500 · 2023

Hedrick Wellness Group II, Inc. 401(k) Plan

Data updated 2026-08-25

$414K
Total assets Small plan by assets
28
Participants Small participant base
16th
Percentile by assets National rank
$14,799
Avg per participant Low balance/head
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Official DOL plan name: Hedrick Wellness Group II Retirement Plan · Sponsored by Hedrick Wellness Group II, Inc. · Texas · Other Services

$414K in assets, 28 participants

Hedrick Wellness Group II, Inc.'s Hedrick Wellness Group II Retirement Plan reported $414K in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,794 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Hedrick Wellness Group II Retirement Plan ranks #2,794 of 7,857 2023 filers by assets (4844% of the sector average)-$414K for 28 participants.

#2,794
in Other Services (7,857 peers)
-8.3%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hedrick Wellness Group II Retirement Plan among the smaller filed plans by assets

Hedrick Wellness Group II Retirement Plan vs every filed plan by assets

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

$414,366 16th percentile higher than 16% 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

Hedrick Wellness Group II 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. Hedrick Wellness Group II Retirement Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hedrick Wellness Group II Retirement Plan reported net income fell from $134K in the plan year 2022 filing to -$37K in the plan year 2023 filing.
  • Hedrick Wellness Group II Retirement Plan reported participants rose from 19 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Hedrick Wellness Group II Retirement Plan end-of-year assets fell from $452K in the plan year 2022 filing to $414K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463724970 · Hedrick Wellness Group II, Inc. PY 2023 · 401(k)

Hedrick Wellness Group II Retirement Plan · $414K · 28 · 16th

  • VS-ST $414K
  • BOY 28
  • SCH 16th
  • EBSA 401(k)
  • PART near Jbsatch, Inc. Profit Sharing Plan
  • TYPE ind #2794

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 Texas →

Hedrick Wellness Group II Retirement Plan in the asset neighbourhood

Hedrick Wellness Group II Retirement PlanHedrick Wellness Group II Re…$414KJbsatch, Inc. Profit Sharing PlanJbsatch, Inc. Profit Sharing…$414KClear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustClear Brook Advisors Inc 401…$414KHidell-Eyster Technical Servic 401(k) Profit Sharing Plan & TrustHidell-Eyster Technical Serv…$414KSustainable Concepts, Inc. 401(k) Profit Sharing PlanSustainable Concepts, Inc. 4…$414K
End-of-year total assets ($M) among Hedrick Wellness Group II Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$452K
Net Assets (End of Year)$414K
Net Income-$37K
Employer EIN463724970
Plan Effective Date2013-09-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Hedrick Wellness Group II, Inc.)

Sponsor-wide plan assets over time

All Hedrick Wellness Group II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$376K 16.882096456475068% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.45M $0.38M ▼ -15.6%
Year Plans Participants Total Assets
2022 1 19 $452K
2023 1 28 $414K
2024 1 30 $376K

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hedrick Wellness Group II Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hedrick Wellness Group II Retirement Plan, Total assets ($B): 0.000414366 · Participants: 28Hedrick Wellness Group II Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hedrick Wellness Group II Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hedrick Wellness Group II Retirement Plan side-by-side with 3 peers →

Hedrick Wellness Group II Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jbsatch, Inc. Profit Sharing Plan in OH ($414K); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Hedrick Wellness Group II Retirement Plan assets move in 2023? ▼
Hedrick Wellness Group II Retirement Plan pulled back noticeably - down 8.3% during 2023, from $452K to $414K. Reported net income was -$37K.
How have Hedrick Wellness Group II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hedrick Wellness Group II, Inc.'s sponsor-wide assets declined 16.9%, from $452K to $376K.
Where does Hedrick Wellness Group II Retirement Plan rank by assets among Form 5500 filers? ▼
Hedrick Wellness Group II Retirement Plan ranks in the 16th 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 401(k) plans are similar in size to Hedrick Wellness Group II Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jbsatch, Inc. Profit Sharing Plan in OH ($414K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Hedrick Wellness Group II Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 463724970.

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.