Profit Sharing · DOL Form 5500 · 2023
Aunt Marthas Health and Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 733
- Participants Near avg headcount
- 34th
- Percentile by assets National rank
- $3,528
- Avg per participant Low balance/head
Official DOL plan name: Aunt Martha's Health and Wellness 403(b) Plan · Sponsored by Aunt Marthas Health and Wellness, Inc. · Illinois · Healthcare & Social Assistance
$3M in assets, 733 participants
Aunt Marthas Health and Wellness, Inc.'s Aunt Martha's Health and Wellness 403(b) Plan reported $3M in total assets and 733 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #5,944 in Healthcare & Social Assistance (17,684 peers)
Aunt Marthas Health and Wellness, Inc. multi-year trail
Aunt Marthas Health and Wellness, Inc.'s plans moved +58.8% in assets from 2023 to 2024; this filing shows Aunt Martha's Health and Wellness 403(b) Plan at $3M / 733 participants.
- #5,944
- in Healthcare & Social Assistance (17,684 peers)
- +250.3%
- assets growth YoY
Aunt Martha's Health and Wellness 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Aunt Martha's Health and Wellness 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,586,307 34th percentile higher than 34% 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
Aunt Martha's Health and Wellness 403(b) 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. Aunt Martha's Health and Wellness 403(b) Plan sits mid-pack in the medium band (733 participants).
EBSA filing schedule strip
Filing strip 237188150 · Aunt Marthas Health and Wellness, Inc. PY 2023 · Profit Sharing
Aunt Martha's Health and Wellness 403(b) Plan · $3M · 733 · 34th
- NET $3M
- NET 733
- NET 34th
- NET Profit Sharing
- NET near Applied Construction Solutions, Inc. 401(k) Plan
- NET ind #5944
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 Illinois →
Aunt Martha's Health and Wellness 403(b) Plan in the asset neighbourhood
Aunt Marthas Health and Wellness, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Aunt Marthas Health and Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.80059869149331% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 733 | $3M |
| 2024 | 1 | 716 | $4M |
Aunt Marthas Health and Wellness, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $738K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 237188150 |
| Plan Effective Date | 2022-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Aunt Martha's Health and Wellness 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Applied Construction Solutions, Inc. 401(k) Plan in WV ($3M); by covered participants it is Living Resources 403(b) Retirement Plan in NY (733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (733 participants); asset peers above are excluded.
- Living Resources 403(b) Retirement Plan (NY) 733 · 0 off
- Group Health Cooperative of South Central Wisconsin Employer Funded Retirement Plan (WI) 730 · 3 off
- Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund (NJ) 739 · 6 off
- Georgia Crown Distributing Co. Retirement Savings (GA) 727 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.