Other · DOL Form 5500 · 2023

The Wellness Council of America Retirement Plan

Data updated 2026-08-25

$628K
Total assets Small plan by assets: N/A
Participants Small participant base: 20th
Percentile by assets National rank

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Official DOL plan name: Wellness Council of America Retirement Plan · Sponsored by The Wellness Council of America · Wisconsin · Other Services

$628K in assets, N/A participants

The Wellness Council of America's Wellness Council of America Retirement Plan reported $628K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#3,307 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Wellness Council of America Retirement Plan ranks #3,307 of 7,857 2023 filers by assets (3198% of the sector average)-$628K for N/A participants.

#3,307
in Other Services (7,857 peers): -11.0%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellness Council of America Retirement Plan among the smaller filed plans by assets

Wellness Council of America Retirement Plan vs every filed plan by assets

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

$627,550 20th percentile higher than 20% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Wellness Council of America Retirement Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Wellness Council of America Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$77K in the plan year 2023 filing.
Wellness Council of America Retirement Plan end-of-year assets fell from $705K in the plan year 2022 filing to $628K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363444746 · The Wellness Council of America PY 2023 · Other

Wellness Council of America Retirement Plan · $628K · N/A · 20th

VS-ST $628K
VS-ST N/A
VS-ST 20th
VS-ST Other
VS-ST near Community Hospitals and Wellness Centers 403(b) Plan
VS-ST ind #3307

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 Other Services retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Wellness Council of America Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$705K
Net Assets (End of Year)	$628K
Net Income	-$77K
Employer EIN	363444746
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Wellness Council of America)

Latest sponsor-wide plan assets: $628K 10.954365442546376% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$705K
2023	1	N/A	$628K

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Wellness Council of America Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants

The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
Marquette University Retirement Plan $865M · 3,157

Compare Wellness Council of America Retirement Plan side-by-side with 3 peers →

Wellness Council of America Retirement Plan's closest out-of-state Other peers by assets

Outside Wisconsin, the nearest Other by end-of-year assets is Community Hospitals and Wellness Centers 403(b) Plan in OH at $636K (this filing: $628K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($628K here).

Community Hospitals and Wellness Centers 403(b) Plan (OH) $636K · 744
The Wight Foundation Profit Sharing Plan (NJ) $637K · 5
Leonard Rosenberg Fine Art, Inc. Pension Trust (FL) $645K · 2
Employee Benefit Plan of the Acoaxet Club (MA) $607K · 13

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 Wellness Council of America Retirement Plan assets move in 2023? ▼

Wellness Council of America Retirement Plan pulled back noticeably - down 11.0% during 2023, from $705K to $628K. Reported net income was -$77K.

How have The Wellness Council of America plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), The Wellness Council of America's sponsor-wide assets declined 11.0%, from $705K to $628K.

Where does Wellness Council of America Retirement Plan rank by assets among Form 5500 filers? ▼

Wellness Council of America Retirement Plan ranks in the 20th 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 Other plans are similar in size to Wellness Council of America Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Community Hospitals and Wellness Centers 403(b) Plan in OH ($636K, 744 participants).

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 363444746.