401(k) · DOL Form 5500 · 2024
Wellness by Lisa, Inc. 401(k) Plan
Data updated 2026-08-25
- $206K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $206,344
- Avg per participant Above avg balance/head
Official DOL plan name: Wellness by Lisa, Inc. Retirement Plan · Sponsored by Wellness by Lisa, Inc. · Washington · Healthcare & Social Assistance
$206K in assets, 1 participants
Wellness by Lisa, Inc.'s Wellness by Lisa, Inc. Retirement Plan reported $206K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,260 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Wellness by Lisa, Inc. Retirement Plan holds $206K for 1 participant - about $206,344 per participant, among the smaller plans by assets on file.
- #1,260
- in Healthcare & Social Assistance (16,916 peers)
- $206K
- reported net income
Wellness by Lisa, Inc. Retirement Plan among the smaller filed plans by assets
Wellness by Lisa, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,344 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wellness by Lisa, Inc. Retirement 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 by Lisa, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 993888534 · Wellness by Lisa, Inc. PY 2024 · 401(k)
Wellness by Lisa, Inc. Retirement Plan · $206K · 1 · 11th
- RANK $206K
- PHOTO 1
- IND 11th
- EOY 401(k)
- 5500 near Tracy Family Wbu Inc.401(k) Plan
- ASSETS ind #1260
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 Washington →
Wellness by Lisa, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $206K |
| Net Income | $206K |
| Employer EIN | 993888534 |
| Plan Effective Date | 2024-08-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Wellness by Lisa, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Tracy Family Wbu Inc.401(k) Plan in IL ($206K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206K here).
- Tracy Family Wbu Inc.401(k) Plan (IL) $206K · 3
- Centum Health Properties Inc. Retirement Savings Plan (CO) $206K · 23
- Imans Pharmacy Inc 401(k) Plan (MO) $206K · 2
- Jsjw Holding, Inc. Retirement Plan (OH) $206K · 7
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.