401(k) · DOL Form 5500 · 2023

Moxe Health Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
110
Participants Small participant base
33rd
Percentile by assets National rank
$22,979
Avg per participant Low balance/head
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Official DOL plan name: Moxe Health 401(k) Plan · Sponsored by Moxe Health Corporation · Wisconsin · Information & Media

$3M in assets, 110 participants

Moxe Health Corporation's Moxe Health 401(k) Plan reported $3M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #516 in Information & Media (2,818 peers)

Coverage in Wisconsin

Moxe Health 401(k) Plan covers 110 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#516
in Information & Media (2,818 peers)
+42.2%
assets growth YoY

Moxe Health 401(k) Plan among the smaller filed plans by assets

Moxe Health 401(k) Plan vs every filed plan by assets

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

$2,527,717 33rd percentile higher than 33% 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

Moxe Health 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. Moxe Health 401(k) Plan sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 461413869 · Moxe Health Corporation PY 2023 · 401(k)

Moxe Health 401(k) Plan · $3M · 110 · 33rd

  • PCT $3M
  • PCT 110
  • PCT 33rd
  • PCT 401(k)
  • PCT near Reager & Adler, P.C. 401(k) Plan
  • PCT ind #516

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 Information & Media retirement plans → · Plans in Wisconsin →

Moxe Health 401(k) Plan in the asset neighbourhood

Moxe Health 401(k) Plan$3MReager & Adler, P.C. 401(k) PlanReager & Adler, P.C. 401(k) …$3MSignpost, Inc. Retirement Savings PlanSignpost, Inc. Retirement Sa…$3MPerdue & Kidd 401(k) Plan$3MArt Works, Inc. 401(k) Profit Sharing Plan & TrustArt Works, Inc. 401(k) Profi…$3M
End-of-year total assets ($M) among Moxe Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$750K
Employer EIN461413869
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moxe Health Corporation)

Sponsor-wide plan assets over time

All Moxe Health Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.836655369252174% vs 2023
2024 filing year
$2.4M$2.6M$2.8M$3M 20232024 $2.53M $2.95M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 110 $3M
2024 1 91 $3M

Nearby 401(k) Plans in Wisconsin

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

Moxe Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Moxe Health 401(k) Plan, Total assets ($B): 0.002527717 · Participants: 110Moxe Health 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Moxe Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Moxe Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Reager & Adler, P.C. 401(k) Plan in PA ($3M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Moxe Health 401(k) Plan assets move in 2023?
Moxe Health 401(k) Plan surged - up 42.2% during 2023, from $2M to $3M. Reported net income was $750K.
How have Moxe Health Corporation plan assets changed over time?
Across 2 plan years on file (2023-2024), Moxe Health Corporation's sponsor-wide assets grew 16.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Moxe Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Reager & Adler, P.C. 401(k) Plan in PA ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Moxe Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A in assets).