401(k) · DOL Form 5500 · 2023

Archwell Essentials 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
132
Participants Small participant base
51st
Percentile by assets National rank
$52,470
Avg per participant Low balance/head
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Official DOL plan name: Archwell Essentials, LLC 401(k) Plan · Sponsored by Archwell Essentials · Florida · Finance & Insurance

$7M in assets, 132 participants

Archwell Essentials's Archwell Essentials, LLC 401(k) Plan reported $7M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,229 in Finance & Insurance (8,869 peers)

Coverage in Florida

Archwell Essentials, LLC 401(k) Plan covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#3,229
in Finance & Insurance (8,869 peers)
+45.9%
assets growth YoY

Archwell Essentials, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Archwell Essentials, LLC 401(k) Plan vs every filed plan by assets

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

$6,926,004 Top 49% higher than 51% 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

Archwell Essentials, LLC 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. Archwell Essentials, LLC 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Archwell Essentials, LLC 401(k) Plan reported net income rose from -$103K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Archwell Essentials, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Archwell Essentials, LLC 401(k) Plan reported participants fell from 143 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 863066564 · Archwell Essentials PY 2023 · 401(k)

Archwell Essentials, LLC 401(k) Plan · $7M · 132 · 51st

  • SCH $7M
  • EBSA 132
  • PART 51st
  • TYPE 401(k)
  • NET near Rent One 401(k) Plan
  • BOOK ind #3229

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 Finance & Insurance retirement plans → · Plans in Florida →

Archwell Essentials, LLC 401(k) Plan in the asset neighbourhood

Archwell Essentials, LLC 401(k) PlanArchwell Essentials, LLC 401…$7MRent One 401(k) Plan$7MReisenfeld & Associates 401(k) PlanReisenfeld & Associates 401(…$7MParamount Bank 401(k) Plan$7MMethvin, Terrell, Yancey, Stephens & Miller, P.C. 401(k) PlanMethvin, Terrell, Yancey, St…$7M
End-of-year total assets ($M) among Archwell Essentials, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN863066564
Plan Effective Date2021-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Archwell Essentials)

Sponsor-wide plan assets over time

All Archwell Essentials plans reported in each filing year

Latest sponsor-wide plan assets
$10M 114.75031394695523% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.75M $10.2M ▲ +114.5%
Year Plans Participants Total Assets
2022 1 143 $5M
2023 1 132 $7M
2024 1 191 $10M

Nearby 401(k) Plans in Florida

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

Archwell Essentials, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Archwell Essentials, LLC 401(k) Plan, Total assets ($B): 0.006926004 · Participants: 132Archwell Essentials, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Archwell Essentials, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Archwell Essentials, LLC 401(k) Plan side-by-side with 3 peers →

Archwell Essentials, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rent One 401(k) Plan in MO ($7M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Archwell Essentials, LLC 401(k) Plan assets move in 2023? ▼
Archwell Essentials, LLC 401(k) Plan surged - up 45.9% during 2023, from $5M to $7M. Reported net income was $1M.
How have Archwell Essentials plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Archwell Essentials's sponsor-wide assets grew 114.8%, from $5M to $10M.
Which 401(k) plans are similar in size to Archwell Essentials, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rent One 401(k) Plan in MO ($7M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Archwell Essentials, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 863066564.

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.