401(k) · DOL Form 5500 · 2024
Aging Well Health Care, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $33,358
- Avg per participant Low balance/head
Official DOL plan name: Aw Health Care 401(k) Retirement Savings Plan · Sponsored by Aging Well Health Care, LLC · Missouri · Healthcare & Social Assistance
$8M in assets, 241 participants
Aging Well Health Care, LLC's Aw Health Care 401(k) Retirement Savings Plan reported $8M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,495 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Aw Health Care 401(k) Retirement Savings Plan covers 241 participants in Missouri, about 33% of the average Missouri filer (state average ~737 per filing). Assets: $8M.
- #9,495
- in Healthcare & Social Assistance (16,916 peers)
- +15.7%
- assets growth YoY
Aw Health Care 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Aw Health Care 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,039,234 Top 49% higher than 51% 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
Aw Health Care 401(k) Retirement Savings 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. Aw Health Care 401(k) Retirement Savings Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aw Health Care 401(k) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Aw Health Care 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Aw Health Care 401(k) Retirement Savings Plan reported participants rose from 230 in the plan year 2023 filing to 241 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 710868310 · Aging Well Health Care, LLC PY 2024 · 401(k)
Aw Health Care 401(k) Retirement Savings Plan · $8M · 241 · 51st
- SCH $8M
- SCH 241
- SCH 51st
- SCH 401(k)
- SCH near The Wellness Plan Medical Centers 401(k) Plan
- SCH ind #9495
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 Missouri →
Aw Health Care 401(k) Retirement Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 710868310 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aging Well Health Care, LLC)
Sponsor-wide plan assets over time
All Aging Well Health Care, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 48.838210779431115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $5M |
| 2023 | 1 | 230 | $7M |
| 2024 | 1 | 241 | $8M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Aw Health Care 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Wellness Plan Medical Centers 401(k) Plan in MI ($8M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Bbp Retirement Savings Plan (MI) 241 · 0 off
- Steel and Pipes 1081. 01(D) Retirement Plan (PR) 241 · 0 off
- D. L. George & Sons 401(k) Plan (PA) 241 · 0 off
- Rios, Inc. Retirement Savings Plan (CA) 241 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.