401(k) · DOL Form 5500 · 2024

New Generation Wellness, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
188
Participants Below avg headcount
61st
Percentile by assets National rank
$68,058
Avg per participant Below avg balance/head
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Official DOL plan name: New Generation Wellness, Inc. 401(k) Profit Sharing Plan · Sponsored by New Generation Wellness, Inc. · California · Manufacturing

$13M in assets, 188 participants

New Generation Wellness, Inc.'s New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,548 in Manufacturing (17,777 peers)

Coverage in California

New Generation Wellness, Inc. 401(k) Profit Sharing Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $13M.

#8,548
in Manufacturing (17,777 peers)
+14.1%
assets growth YoY

New Generation Wellness, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,794,946 Top 39% higher than 61% 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

New Generation Wellness, Inc. 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. New Generation Wellness, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan reported participants fell from 219 in the plan year 2023 filing to 188 in the plan year 2024 filing.
  • New Generation Wellness, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 950494000 · New Generation Wellness, Inc. PY 2024 · 401(k)

New Generation Wellness, Inc. 401(k) Profit Sharing Plan · $13M · 188 · 61st

  • ASSETS $13M
  • ASSETS 188
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust
  • ASSETS ind #8548

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 Manufacturing retirement plans → · Plans in California →

New Generation Wellness, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and TrustKemper and Leila Williams Fo…$13MClsh 401(k) Plan$13MSmith Freed & Eberhard, P.C. 401(k) Retirement PlanSmith Freed & Eberhard, P.C.…$13MNew Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$13MOnpoint Industrial Services, LLC 401(k) PlanOnpoint Industrial Services,…$13M
End-of-year total assets ($M) among New Generation Wellness, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN950494000
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Generation Wellness, Inc.)

Sponsor-wide plan assets over time

All New Generation Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.383720391261576% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $12.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 259 $10M
2023 1 219 $11M
2024 1 188 $13M

Nearby 401(k) Plans in California

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

New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New Generation Wellness, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012794946 · Participants: 188New Generation Wellness, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
New Generation Wellness, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare New Generation Wellness, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Generation Wellness, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust in LA ($13M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 New Generation Wellness, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
New Generation Wellness, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $11M to $13M. Reported net income was $2M.
How have New Generation Wellness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Generation Wellness, Inc.'s sponsor-wide assets grew 25.4%, from $10M to $13M.
Which 401(k) plans are similar in size to New Generation Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and Trust in LA ($13M, 115 participants).
Which 401(k) plans cover a similar participant headcount to New Generation Wellness, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 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 950494000.

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.