401(k) · DOL Form 5500 · 2023

Wellness Coaches USA LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
197
Participants Below avg headcount
58th
Percentile by assets National rank
$48,721
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Wellness Coaches USA LLC · Pennsylvania · Professional & Technical Services

$10M in assets, 197 participants

Wellness Coaches USA LLC's Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,409 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust covers 197 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#11,409
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,598,125 Top 42% higher than 58% 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

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust 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. Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 182 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320025442 · Wellness Coaches USA LLC PY 2023 · 401(k)

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust · $10M · 197 · 58th

  • IND $10M
  • IND 197
  • IND 58th
  • IND 401(k)
  • IND near Laser Electric, Inc. 401(k) Plan
  • IND ind #11409

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 →

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & TrustWellness Coaches USA LLC 401…$10MLaser Electric, Inc. 401(k) PlanLaser Electric, Inc. 401(k) …$10MNarda-Miteq 401(k) Plan$10MArmor Health 401(k) Plan$10MRfa Profit Sharing 401(k) PlanRfa Profit Sharing 401(k) Pl…$10M
End-of-year total assets ($M) among Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN320025442
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellness Coaches USA LLC)

Sponsor-wide plan assets over time

All Wellness Coaches USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.10231303192226% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.2M $10.8M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 197 $10M
2024 1 193 $11M

Nearby 401(k) Plans in Pennsylvania

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

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009598125 · Participants: 197Wellness Coaches USA LLC 401(k) Profit Sharing Plan & TrustComcast 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
Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Laser Electric, Inc. 401(k) Plan in CA ($10M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.1% during 2023, from $8M to $10M. Reported net income was $1M.
How have Wellness Coaches USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellness Coaches USA LLC's sponsor-wide assets grew 32.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Laser Electric, Inc. 401(k) Plan in CA ($10M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Wellness Coaches USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 participants, N/A 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 320025442.

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.