401(k) · DOL Form 5500 · 2024

Combined Wellness Acquisition Co. and Subsidiaries 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
771
Participants Near avg headcount
78th
Percentile by assets National rank
$39,944
Avg per participant Low balance/head
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Official DOL plan name: Combined Wellness 401(k) Profit Sharing Plan · Sponsored by Combined Wellness Acquisition Co. and Subsidiaries · Massachusetts · Healthcare & Social Assistance

$31M in assets, 771 participants

Combined Wellness Acquisition Co. and Subsidiaries's Combined Wellness 401(k) Profit Sharing Plan reported $31M in total assets and 771 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,708 in Healthcare & Social Assistance (16,916 peers)

Where Combined Wellness 401(k) Profit Sharing Plan sits by assets

Combined Wellness 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 771 participants (~$39,944/participant), up 31.8% in 2024.

#13,708
in Healthcare & Social Assistance (16,916 peers)
+31.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Combined Wellness 401(k) Profit Sharing Plan's outsized position by total assets

Combined Wellness 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,797,043 Top 22% higher than 78% 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

Combined Wellness 401(k) Profit Sharing 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. Combined Wellness 401(k) Profit Sharing Plan sits mid-pack in the medium band (771 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Combined Wellness 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Combined Wellness 401(k) Profit Sharing Plan reported participants rose from 739 in the plan year 2023 filing to 771 in the plan year 2024 filing.
  • Combined Wellness 401(k) Profit Sharing Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833046532 · Combined Wellness Acquisition Co. and Subsidiaries PY 2024 · 401(k)

Combined Wellness 401(k) Profit Sharing Plan · $31M · 771 · 78th

  • TYPE $31M
  • TYPE 771
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan
  • TYPE ind #13708

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 Massachusetts →

Combined Wellness 401(k) Profit Sharing Plan in the asset neighbourhood

Combined Wellness 401(k) Profit Sharing PlanCombined Wellness 401(k) Pro…$31MIron Workers Regional Shop Local Union 855 Individual Account Retirement PlanIron Workers Regional Shop L…$31MKalamazoo Plumbers & Pipefitters Local 357 401(k) PlanKalamazoo Plumbers & Pipefit…$31MGotham Technology Group, LLC 401(k) PlanGotham Technology Group, LLC…$31MRetail Tech, Inc. Retirement Savings PlanRetail Tech, Inc. Retirement…$31M
End-of-year total assets ($M) among Combined Wellness 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN833046532
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Combined Wellness Acquisition Co. and Subsidiaries)

Sponsor-wide plan assets over time

All Combined Wellness Acquisition Co. and Subsidiaries plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.782775800870116% vs 2023
2024 filing year
$20M$25M$30M$35M 20232024 $23.4M $30.8M ▲ +31.8%
Year Plans Participants Total Assets
2023 1 739 $23M
2024 1 771 $31M

Nearby 401(k) Plans in Massachusetts

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

Combined Wellness 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Combined Wellness 401(k) Profit Sharing Plan, Total assets ($B): 0.030797043 · Participants: 771Combined Wellness 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Combined Wellness 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Combined Wellness 401(k) Profit Sharing Plan side-by-side with 3 peers →

Combined Wellness 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in CA ($31M); by covered participants it is Ultratec, Inc. 401(k) Plan in WI (771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 Combined Wellness 401(k) Profit Sharing Plan assets move in 2024? ▼
Combined Wellness 401(k) Profit Sharing Plan surged - up 31.8% during 2024, from $23M to $31M. Reported net income was $7M.
How have Combined Wellness Acquisition Co. and Subsidiaries plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Combined Wellness Acquisition Co. and Subsidiaries's sponsor-wide assets grew 31.8%, from $23M to $31M.
Where does Combined Wellness 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Combined Wellness 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Combined Wellness 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in CA ($31M, 1,905 participants).
Which 401(k) plans cover a similar participant headcount to Combined Wellness 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultratec, Inc. 401(k) Plan in WI (771 participants, $28M 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 833046532.

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.