Profit Sharing · DOL Form 5500 · 2024

Wellness Origination, Inc. Profit Sharing Plan

Data updated 2026-08-25

$199K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$199,468
Avg per participant Above avg balance/head
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Official DOL plan name: Wellness Origination, Inc. Profit Sharing Plan · Sponsored by Wellness Origination, Inc. · California · Healthcare & Social Assistance

$199K in assets, 1 participants

Wellness Origination, Inc.'s Wellness Origination, Inc. Profit Sharing Plan reported $199K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,227 in Healthcare & Social Assistance (16,916 peers)

Wellness Origination, Inc. multi-year trail

Wellness Origination, Inc.'s plans moved +92.2% in assets from 2023 to 2024; this filing shows Wellness Origination, Inc. Profit Sharing Plan at $199K / 1 participant.

#1,227
in Healthcare & Social Assistance (16,916 peers)
+92.2%
assets growth YoY

Wellness Origination, Inc. Profit Sharing Plan among the smaller filed plans by assets

Wellness Origination, Inc. Profit Sharing Plan vs every filed plan by assets

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

$199,468 10th percentile higher than 10% 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

Wellness Origination, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellness Origination, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellness Origination, Inc. Profit Sharing Plan end-of-year assets rose from $104K in the plan year 2023 filing to $199K in the plan year 2024 filing.
  • Wellness Origination, Inc. Profit Sharing Plan reported net income fell from $104K in the plan year 2023 filing to $96K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 932530638 · Wellness Origination, Inc. PY 2024 · Profit Sharing

Wellness Origination, Inc. Profit Sharing Plan · $199K · 1 · 10th

  • ASSETS $199K
  • ASSETS 1
  • ASSETS 10th
  • ASSETS Profit Sharing
  • ASSETS near Klas4 Holding Inc. Retirement Plan
  • ASSETS ind #1227

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 California →

Wellness Origination, Inc. Profit Sharing Plan in the asset neighbourhood

Wellness Origination, Inc. Profit Sharing PlanWellness Origination, Inc. P…$199KKlas4 Holding Inc. Retirement PlanKlas4 Holding Inc. Retiremen…$199KThe Bearup Group Inc. Retirement PlanThe Bearup Group Inc. Retire…$200KDream Bath Inc. Retirement PlanDream Bath Inc. Retirement P…$200KSri Sri Sports & Wellness Inc. Retirement PlanSri Sri Sports & Wellness In…$199K
End-of-year total assets ($M) among Wellness Origination, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wellness Origination, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellness Origination, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$199K 92.17681176175887% vs 2023
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 20232024 $0.1M $0.2M ▲ +100.0%
Year Plans Participants Total Assets
2023 1 1 $104K
2024 1 1 $199K

Wellness Origination, Inc. filing trail (2024)

Total Assets (Beginning of Year)$104K
Net Assets (End of Year)$199K
Net Income$96K
Employer EIN932530638
Plan Effective Date2023-07-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Wellness Origination, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Wellness Origination, Inc. Profit Sharing Plan, Total assets ($B): 0.000199468 · Participants: 1Wellness Origination, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Wellness Origination, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wellness Origination, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wellness Origination, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Klas4 Holding Inc. Retirement Plan in OH ($199K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($199K here).

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 Wellness Origination, Inc. Profit Sharing Plan assets move in 2024? ▼
Wellness Origination, Inc. Profit Sharing Plan surged - up 92.2% during 2024, from $104K to $199K. Reported net income was $96K.
How have Wellness Origination, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wellness Origination, Inc.'s sponsor-wide assets grew 92.2%, from $104K to $199K.
Where does Wellness Origination, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wellness Origination, Inc. Profit Sharing Plan ranks in the 10th 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 Profit Sharing plans are similar in size to Wellness Origination, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Klas4 Holding Inc. Retirement Plan in OH ($199K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Wellness Origination, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 932530638.

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.