401(k) · DOL Form 5500 · 2024
Health and Wellness Partners 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $67,427
- Avg per participant Below avg balance/head
Official DOL plan name: Health and Wellness Partners 401(k) Plan · Sponsored by Health and Wellness Partners · New Jersey · Professional & Technical Services
$14M in assets, 212 participants
Health and Wellness Partners's Health and Wellness Partners 401(k) Plan reported $14M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,594 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Health and Wellness Partners 401(k) Plan covers 212 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.
- #12,594
- in Professional & Technical Services (20,173 peers)
- +27.1%
- assets growth YoY
Health and Wellness Partners 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Health and Wellness Partners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,294,525 Top 37% higher than 63% 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
Health and Wellness Partners 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health and Wellness Partners 401(k) Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health and Wellness Partners 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Health and Wellness Partners 401(k) Plan reported participants rose from 193 in the plan year 2023 filing to 212 in the plan year 2024 filing.
- Health and Wellness Partners 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203066737 · Health and Wellness Partners PY 2024 · 401(k)
Health and Wellness Partners 401(k) Plan · $14M · 212 · 63rd
- NET $14M
- NET 212
- NET 63rd
- NET 401(k)
- NET near C & a Marketing/Zink Holdings 401(k) Plan
- NET ind #12594
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 New Jersey →
Health and Wellness Partners 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 203066737 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health and Wellness Partners)
Sponsor-wide plan assets over time
All Health and Wellness Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 71.27269124049162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $8M |
| 2023 | 1 | 193 | $11M |
| 2024 | 1 | 212 | $14M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Health and Wellness Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is C & a Marketing/Zink Holdings 401(k) Plan in MA ($14M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- C & a Marketing/Zink Holdings 401(k) Plan (MA) $14M · 353
- Eastern Warehouse Distributors, LLC 401(k) Plan (PA) $14M · 1,216
- Rsci Retirement Plan (ID) $14M · 254
- Delta Dental 401(k) Retirement Savings Plan (ID) $14M · 98
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Piston Interiors LLC 401(k) Plan (MI) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.