401(k) · DOL Form 5500 · 2024

Back to Wellness PLC 401(k) Plan

Data updated 2026-08-25

$607K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$607,040
Avg per participant High balance/head
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Official DOL plan name: Back to Wellness PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Back to Wellness PLC · Vermont · Healthcare & Social Assistance

$607K in assets, 1 participants

Back to Wellness PLC's Back to Wellness PLC 401(k) Profit Sharing Plan & Trust reported $607K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,469 in Healthcare & Social Assistance (16,916 peers)

Back to Wellness PLC multi-year trail

Back to Wellness PLC's plans moved +37.8% in assets from 2022 to 2024; this filing shows Back to Wellness PLC 401(k) Profit Sharing Plan & Trust at $607K / 1 participant.

#2,469
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$607,040 19th percentile higher than 19% of 123,620 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 2024

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Back to Wellness PLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Back to Wellness PLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $521K in the plan year 2023 filing to $607K in the plan year 2024 filing.
  • Back to Wellness PLC 401(k) Profit Sharing Plan & Trust reported net income rose from $80K in the plan year 2023 filing to $86K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262253495 · Back to Wellness PLC PY 2024 · 401(k)

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust · $607K · 1 · 19th

  • PART $607K
  • TYPE 1
  • NET 19th
  • BOOK 401(k)
  • VS-ST near Jack Green Oil Company 401(k) Plan
  • BOY ind #2469

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 Vermont →

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Back to Wellness PLC 401(k) Profit Sharing Plan & TrustBack to Wellness PLC 401(k) …$607KJack Green Oil Company 401(k) PlanJack Green Oil Company 401(k…$607KAngelo's Florida Properties, LLC 401(k) PlanAngelo's Florida Properties,…$607KWilliams & Son Painting and Decorating, Inc. 401(k) Profit Sharing PlanWilliams & Son Painting and …$607KMaggie Valley Tours, Inc. 401(k) PlanMaggie Valley Tours, Inc. 40…$607K
End-of-year total assets ($M) among Back to Wellness PLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Back to Wellness PLC multi-year asset trail

Sponsor-wide plan assets over time

All Back to Wellness PLC plans reported in each filing year

Latest sponsor-wide plan assets
$607K 37.785454718784116% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.61M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 2 $441K
2023 1 1 $521K
2024 1 1 $607K

Back to Wellness PLC filing trail (2024)

Total Assets (Beginning of Year)$521K
Net Assets (End of Year)$607K
Net Income$86K
Employer EIN262253495
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Back to Wellness PLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00060704 · Participants: 1Back to Wellness PLC 401(k) Profit Sharing Plan & TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Back to Wellness PLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Back to Wellness PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Jack Green Oil Company 401(k) Plan in AL ($607K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Back to Wellness PLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust grew sharply - up 16.6% during 2024, from $521K to $607K. Reported net income was $86K.
How have Back to Wellness PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Back to Wellness PLC's sponsor-wide assets grew 37.8%, from $441K to $607K.
Where does Back to Wellness PLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Back to Wellness PLC 401(k) Profit Sharing Plan & Trust ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Back to Wellness PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jack Green Oil Company 401(k) Plan in AL ($607K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Back to Wellness PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262253495.

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.