401(k) · DOL Form 5500 · 2023

PA Options for Wellness 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
151
Participants Small participant base
24th
Percentile by assets National rank
$6,789
Avg per participant Low balance/head
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Official DOL plan name: PA Options for Wellness 401(k) Plan · Sponsored by PA Options for Wellness · Pennsylvania · Professional & Technical Services

$1M in assets, 151 participants

PA Options for Wellness's PA Options for Wellness 401(k) Plan reported $1M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,873 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

PA Options for Wellness 401(k) Plan covers 151 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1M.

#3,873
in Professional & Technical Services (20,321 peers)
+68.8%
assets growth YoY

PA Options for Wellness 401(k) Plan among the smaller filed plans by assets

PA Options for Wellness 401(k) Plan vs every filed plan by assets

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

$1,025,075 24th percentile higher than 24% 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

PA Options for Wellness 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. PA Options for Wellness 401(k) Plan sits mid-pack in the medium band (151 participants).

DOL schedule card

Filing strip 475026829 · PA Options for Wellness PY 2023 · 401(k)

PA Options for Wellness 401(k) Plan · $1M · 151 · 24th

  • IND $1M
  • EOY 151
  • 5500 24th
  • ASSETS 401(k)
  • PCT near Esmerelda, Inc. 401(k) Plan
  • EIN ind #3873

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

PA Options for Wellness 401(k) Plan in the asset neighbourhood

PA Options for Wellness 401(k) PlanPA Options for Wellness 401(…$1MEsmerelda, Inc. 401(k) Plan$1MMatthew B Mcclure, Cpa PLLC 401(k) PspMatthew B Mcclure, Cpa PLLC …$1MVirginia Commercial Finance 401(k) Profit Sharing Plan & TrustVirginia Commercial Finance …$1MR.C. Merchant & Company, Inc. Employees' Savings PlanR.C. Merchant & Company, Inc…$1M
End-of-year total assets ($M) among PA Options for Wellness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$607K
Net Assets (End of Year)$1M
Net Income$418K
Employer EIN475026829
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PA Options for Wellness)

Sponsor-wide plan assets over time

All PA Options for Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.078774723800695% vs 2023
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 20232024 $1.03M $1.29M ▲ +25.2%
Year Plans Participants Total Assets
2023 1 151 $1M
2024 1 169 $1M

Nearby 401(k) Plans in Pennsylvania

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

PA Options for Wellness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants PA Options for Wellness 401(k) Plan, Total assets ($B): 0.001025075 · Participants: 151PA Options for Wellness 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
PA Options for Wellness 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare PA Options for Wellness 401(k) Plan side-by-side with 3 peers →

PA Options for Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Esmerelda, Inc. 401(k) Plan in CA ($1M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 PA Options for Wellness 401(k) Plan assets move in 2023? ▼
PA Options for Wellness 401(k) Plan surged - up 68.8% during 2023, from $607K to $1M. Reported net income was $418K.
How have PA Options for Wellness plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), PA Options for Wellness's sponsor-wide assets grew 26.1%, from $1M to $1M.
Where does PA Options for Wellness 401(k) Plan rank by assets among Form 5500 filers? ▼
PA Options for Wellness 401(k) Plan ranks in the 24th 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 PA Options for Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esmerelda, Inc. 401(k) Plan in CA ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to PA Options for Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 475026829.

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.