401(k) · DOL Form 5500 · 2023

Connections Wellness Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 282
Participants Below avg headcount: 36th
Percentile by assets National rank: $10,605
Avg per participant Low balance/head

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Official DOL plan name: Connections Wellness Group 401 (K) Plan · Sponsored by Connections Wellness Group, Inc. · Texas · Healthcare & Social Assistance

$3M in assets, 282 participants

Connections Wellness Group, Inc.'s Connections Wellness Group 401 (K) Plan reported $3M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#6,482 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Connections Wellness Group 401 (K) Plan covers 282 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,482
in Healthcare & Social Assistance (17,684 peers): +115.3%
assets growth YoY

Connections Wellness Group 401 (K) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Connections Wellness Group 401 (K) Plan vs every filed plan by assets

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

$2,990,610 36th percentile higher than 36% 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

Connections Wellness Group 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. Connections Wellness Group 401 (K) Plan sits mid-pack in the medium band (282 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Connections Wellness Group 401 (K) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Connections Wellness Group 401 (K) Plan reported net income rose from $802K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Connections Wellness Group 401 (K) Plan reported participants rose from 216 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 825292532 · Connections Wellness Group, Inc. PY 2023 · 401(k)

Connections Wellness Group 401 (K) Plan · $3M · 282 · 36th

PCT $3M
EIN 282
RANK 36th
PHOTO 401(k)
IND near Pv Squared 401(k) Profit Sharing Plan
EOY ind #6482

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 Texas →

End-of-year total assets ($M) among Connections Wellness Group 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$3M
Net Income	$2M
Employer EIN	825292532
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Connections Wellness Group, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	216	$1M
2023	1	282	$3M
2024	1	294	N/A

Nearby 401(k) Plans in Texas

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

Connections Wellness Group 401 (K) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Connections Wellness Group 401 (K) Plan side-by-side with 3 peers →

Connections Wellness Group 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pv Squared 401(k) Profit Sharing Plan in MA ($3M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Pv Squared 401(k) Profit Sharing Plan (MA) $3M · 39
First Coast Security Services, Inc. 401(k) Plan (FL) $3M · 2,144
Three Crosses Regional Hospital, LLC 401(k) Plan (NM) $3M · 321
Lhjs Investments, LLC 401(k) Plan (CA) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off
North Star Mutual Insurance Company 401(k) Plan (MN) 282 · 0 off

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 Connections Wellness Group 401 (K) Plan assets move in 2023? ▼

Connections Wellness Group 401 (K) Plan surged - up 115.3% during 2023, from $1M to $3M. Reported net income was $2M.

Which 401(k) plans are similar in size to Connections Wellness Group 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pv Squared 401(k) Profit Sharing Plan in MA ($3M, 39 participants).

Which 401(k) plans cover a similar participant headcount to Connections Wellness Group 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 825292532.