401(k) · DOL Form 5500 · 2024

Moxe Health Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
91
Participants Small participant base
34th
Percentile by assets National rank
$32,454
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moxe Health 401(k) Plan · Sponsored by Moxe Health Corporation · Wisconsin · Information & Media

$3M in assets, 91 participants

Moxe Health Corporation's Moxe Health 401(k) Plan reported $3M in total assets and 91 participants in its 2024 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.

  • #533 in Information & Media (2,822 peers)

Moxe Health Corporation multi-year trail

Moxe Health Corporation's plans moved +16.8% in assets from 2023 to 2024; this filing shows Moxe Health 401(k) Plan at $3M / 91 participants.

#533
in Information & Media (2,822 peers)
+16.8%
assets growth YoY

Moxe Health 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Moxe Health 401(k) Plan vs every filed plan by assets

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

$2,953,300 34th percentile higher than 34% 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

Moxe Health 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moxe Health 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moxe Health 401(k) Plan reported net income fell from $750K in the plan year 2023 filing to $426K in the plan year 2024 filing.
  • Moxe Health 401(k) Plan reported participants fell from 110 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Moxe Health 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461413869 · Moxe Health Corporation PY 2024 · 401(k)

Moxe Health 401(k) Plan · $3M · 91 · 34th

  • PCT $3M
  • PCT 91
  • PCT 34th
  • PCT 401(k)
  • PCT near The Helper Bees 401(k) Plan
  • PCT ind #533

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 Information & Media retirement plans → · Plans in Wisconsin →

Moxe Health 401(k) Plan in the asset neighbourhood

Moxe Health 401(k) Plan$3MThe Helper Bees 401(k) Plan$3MDakota Sweeping & Maintenance Co. 401(k) PlanDakota Sweeping & Maintenanc…$3MSmm 401(k) Plan$3MSan Antonio Christian Schools 401(k) PlanSan Antonio Christian School…$3M
End-of-year total assets ($M) among Moxe Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Moxe Health Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Moxe Health Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.836655369252174% vs 2023
2024 filing year
$2.4M$2.6M$2.8M$3M 20232024 $2.53M $2.95M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 110 $3M
2024 1 91 $3M

Moxe Health Corporation filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$426K
Employer EIN461413869
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Moxe Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Moxe Health 401(k) Plan, Total assets ($B): 0.0029533 · Participants: 91Moxe Health 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Moxe Health 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Moxe Health 401(k) Plan side-by-side with 3 peers →

Moxe Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Helper Bees 401(k) Plan in TX ($3M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 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 (91 participants); 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 Moxe Health 401(k) Plan assets move in 2024? ▼
Moxe Health 401(k) Plan grew sharply - up 16.8% during 2024, from $3M to $3M. Reported net income was $426K.
How have Moxe Health Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Moxe Health Corporation's sponsor-wide assets grew 16.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Moxe Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Helper Bees 401(k) Plan in TX ($3M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Moxe Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 461413869.

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.