401(k) · DOL Form 5500 · 2023

New Generation Wellness, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
219
Participants Below avg headcount
61st
Percentile by assets National rank
$51,183
Avg per participant Low balance/head
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Official DOL plan name: New Generation Wellness, Inc. 401(k) Profit Sharing Plan · Sponsored by New Generation Wellness, Inc. · California · Manufacturing

$11M in assets, 219 participants

New Generation Wellness, Inc.'s New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,959 in Manufacturing (18,722 peers)

Coverage in California

New Generation Wellness, Inc. 401(k) Profit Sharing Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $11M.

#8,959
in Manufacturing (18,722 peers)
+9.8%
assets growth YoY

New Generation Wellness, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,209,121 Top 39% higher than 61% 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

New Generation Wellness, Inc. 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. New Generation Wellness, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported participants fell from 259 in the plan year 2022 filing to 219 in the plan year 2023 filing.
  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 950494000 · New Generation Wellness, Inc. PY 2023 · 401(k)

New Generation Wellness, Inc. 401(k) Profit Sharing Plan · $11M · 219 · 61st

  • SCH $11M
  • SCH 219
  • SCH 61st
  • SCH 401(k)
  • SCH near Lutco, Inc. 401(k) Plan
  • SCH ind #8959

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 Manufacturing retirement plans → · Plans in California →

New Generation Wellness, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

New Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$11MLutco, Inc. 401(k) Plan$11MHealth Care Management Group Retirement PlanHealth Care Management Group…$11MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$11MCampusworks Inc. 401(k) Profit Sharing PlanCampusworks Inc. 401(k) Prof…$11M
End-of-year total assets ($M) among New Generation Wellness, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN950494000
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Generation Wellness, Inc.)

Sponsor-wide plan assets over time

All New Generation Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.383720391261576% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $12.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 259 $10M
2023 1 219 $11M
2024 1 188 $13M

Nearby 401(k) Plans in California

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

New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants New Generation Wellness, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011209121 · Participants: 219New Generation Wellness, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare New Generation Wellness, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Generation Wellness, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lutco, Inc. 401(k) Plan in MA ($11M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 New Generation Wellness, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
New Generation Wellness, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $10M to $11M. Reported net income was $1M.
How have New Generation Wellness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Generation Wellness, Inc.'s sponsor-wide assets grew 25.4%, from $10M to $13M.
Which 401(k) plans are similar in size to New Generation Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lutco, Inc. 401(k) Plan in MA ($11M, 133 participants).
Which 401(k) plans cover a similar participant headcount to New Generation Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 participants, N/A 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 950494000.

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.