Profit Sharing · DOL Form 5500 · 2024
Aunt Marthas Health and Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 716
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $5,736
- Avg per participant Low balance/head
Official DOL plan name: Aunt Martha's Health and Wellness 403(b) Plan · Sponsored by Aunt Marthas Health and Wellness, Inc. · Illinois · Healthcare & Social Assistance
$4M in assets, 716 participants
Aunt Marthas Health and Wellness, Inc.'s Aunt Martha's Health and Wellness 403(b) Plan reported $4M in total assets and 716 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,853 in Healthcare & Social Assistance (16,916 peers)
Aunt Marthas Health and Wellness, Inc. multi-year trail
Aunt Marthas Health and Wellness, Inc.'s plans moved +58.8% in assets from 2023 to 2024; this filing shows Aunt Martha's Health and Wellness 403(b) Plan at $4M / 716 participants.
- #6,853
- in Healthcare & Social Assistance (16,916 peers)
- +58.8%
- assets growth YoY
Aunt Martha's Health and Wellness 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Aunt Martha's Health and Wellness 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,107,071 39th percentile higher than 39% 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
Aunt Martha's Health and Wellness 403(b) 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. Aunt Martha's Health and Wellness 403(b) Plan sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aunt Martha's Health and Wellness 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Aunt Martha's Health and Wellness 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Aunt Martha's Health and Wellness 403(b) Plan reported participants fell from 733 in the plan year 2023 filing to 716 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237188150 · Aunt Marthas Health and Wellness, Inc. PY 2024 · Profit Sharing
Aunt Martha's Health and Wellness 403(b) Plan · $4M · 716 · 39th
- VS-ST $4M
- BOY 716
- SCH 39th
- EBSA Profit Sharing
- PART near 403(b) Thrift Plan of Community Living Options
- TYPE ind #6853
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 Illinois →
Aunt Martha's Health and Wellness 403(b) Plan in the asset neighbourhood
Aunt Marthas Health and Wellness, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Aunt Marthas Health and Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.80059869149331% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 733 | $3M |
| 2024 | 1 | 716 | $4M |
Aunt Marthas Health and Wellness, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 237188150 |
| Plan Effective Date | 2022-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Aunt Martha's Health and Wellness 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is 403(b) Thrift Plan of Community Living Options in MI ($4M); by covered participants it is Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in PR (719 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. (PR) 719 · 3 off
- Horizon House, Inc. Employer Retirement Plan and Trust (PA) 713 · 3 off
- Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan (NY) 720 · 4 off
- Genera Pr Saving Plan (PR) 711 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.