401(k) · DOL Form 5500 · 2023

Combined Wellness Acquisition Co. and Subsidiaries 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
739
Participants Near avg headcount
75th
Percentile by assets National rank
$31,623
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Combined Wellness 401(k) Profit Sharing Plan · Sponsored by Combined Wellness Acquisition Co. and Subsidiaries · Massachusetts · Healthcare & Social Assistance

$23M in assets, 739 participants

Combined Wellness Acquisition Co. and Subsidiaries's Combined Wellness 401(k) Profit Sharing Plan reported $23M in total assets and 739 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #14,024 in Healthcare & Social Assistance (17,684 peers)

Where Combined Wellness 401(k) Profit Sharing Plan sits by assets

Combined Wellness 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 739 participants (~$31,623/participant), up 45.2% in 2023.

#14,024
in Healthcare & Social Assistance (17,684 peers)
+45.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Combined Wellness 401(k) Profit Sharing Plan's outsized position by total assets

Combined Wellness 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,369,551 Top 25% higher than 75% 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

Combined Wellness 401(k) Profit Sharing 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. Combined Wellness 401(k) Profit Sharing Plan sits mid-pack in the medium band (739 participants).

Form 5500 schedule snapshot

Filing strip 833046532 · Combined Wellness Acquisition Co. and Subsidiaries PY 2023 · 401(k)

Combined Wellness 401(k) Profit Sharing Plan · $23M · 739 · 75th

  • IND $23M
  • EOY 739
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Altimetrik, Corp. 401(k) Plan
  • EIN ind #14024

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 Massachusetts →

Combined Wellness 401(k) Profit Sharing Plan in the asset neighbourhood

Combined Wellness 401(k) Profit Sharing PlanCombined Wellness 401(k) Pro…$23MAltimetrik, Corp. 401(k) Plan$23MBeverly Pathology, Inc. 401(k) Profit Sharing PlanBeverly Pathology, Inc. 401(…$23MVision Management Services, LLC 401(k) PlanVision Management Services, …$23MBenchmark Bank Employees 401(k) Plan and TrustBenchmark Bank Employees 401…$23M
End-of-year total assets ($M) among Combined Wellness 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN833046532
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Combined Wellness Acquisition Co. and Subsidiaries)

Sponsor-wide plan assets over time

All Combined Wellness Acquisition Co. and Subsidiaries plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.782775800870116% vs 2023
2024 filing year
$20M$25M$30M$35M 20232024 $23.4M $30.8M ▲ +31.8%
Year Plans Participants Total Assets
2023 1 739 $23M
2024 1 771 $31M

Nearby 401(k) Plans in Massachusetts

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

Combined Wellness 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Combined Wellness 401(k) Profit Sharing Plan, Total assets ($B): 0.023369551 · Participants: 739Combined Wellness 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Combined Wellness 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Combined Wellness 401(k) Profit Sharing Plan side-by-side with 3 peers →

Combined Wellness 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Altimetrik, Corp. 401(k) Plan in MI ($23M); by covered participants it is Ajinomoto Health & Nutrition North America, Inc. 401(k) Plan in NC (739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (739 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 Combined Wellness 401(k) Profit Sharing Plan assets move in 2023? ▼
Combined Wellness 401(k) Profit Sharing Plan surged - up 45.2% during 2023, from $16M to $23M. Reported net income was $7M.
How have Combined Wellness Acquisition Co. and Subsidiaries plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Combined Wellness Acquisition Co. and Subsidiaries's sponsor-wide assets grew 31.8%, from $23M to $31M.
Where does Combined Wellness 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Combined Wellness 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Combined Wellness 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altimetrik, Corp. 401(k) Plan in MI ($23M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Combined Wellness 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajinomoto Health & Nutrition North America, Inc. 401(k) Plan in NC (739 participants, $117M 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 833046532.

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.