401(k) · DOL Form 5500 · 2024

Columbia Wellness 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
167
Participants Small participant base
44th
Percentile by assets National rank
$34,158
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Columbia Wellness Retirement Plan · Sponsored by Columbia Wellness · Washington · Healthcare & Social Assistance

$6M in assets, 167 participants

Columbia Wellness's Columbia Wellness Retirement Plan reported $6M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,106 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Columbia Wellness Retirement Plan covers 167 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.

#8,106
in Healthcare & Social Assistance (16,916 peers)
+20.5%
assets growth YoY

Columbia Wellness Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Columbia Wellness Retirement Plan vs every filed plan by assets

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

$5,704,307 44th percentile higher than 44% 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

Columbia Wellness Retirement 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. Columbia Wellness Retirement Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Columbia Wellness Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Columbia Wellness Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 910598130 · Columbia Wellness PY 2024 · 401(k)

Columbia Wellness Retirement Plan · $6M · 167 · 44th

  • BOOK $6M
  • VS-ST 167
  • BOY 44th
  • SCH 401(k)
  • EBSA near Centerpoint Marketing, Inc. Retirement Savings Plan
  • PART ind #8106

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 Washington →

Columbia Wellness Retirement Plan in the asset neighbourhood

Praxis Packaging 401(k) Plan$6MColumbia Wellness Retirement PlanColumbia Wellness Retirement…$6MCenterpoint Marketing, Inc. Retirement Savings PlanCenterpoint Marketing, Inc. …$6MPafford Ems 401(k) Plan$6MComplete Prototype Services Inc 401(k) Profit Sharing Plan & TrustComplete Prototype Services …$6M
End-of-year total assets ($M) among Columbia Wellness Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$970K
Employer EIN910598130
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Wellness)

Sponsor-wide plan assets over time

All Columbia Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.096056163690164% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.73M $5.7M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 147 $5M
2024 1 167 $6M

Nearby 401(k) Plans in Washington

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

Columbia Wellness Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Columbia Wellness Retirement Plan, Total assets ($B): 0.005704307 · Participants: 167Columbia Wellness Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Columbia Wellness Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Columbia Wellness Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Centerpoint Marketing, Inc. Retirement Savings Plan in MN ($6M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Columbia Wellness Retirement Plan assets move in 2024?
Columbia Wellness Retirement Plan grew sharply - up 20.5% during 2024, from $5M to $6M. Reported net income was $970K.
How have Columbia Wellness plan assets changed over time?
Across 3 plan years on file (2022-2024), Columbia Wellness's sponsor-wide assets grew 53.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Columbia Wellness Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Centerpoint Marketing, Inc. Retirement Savings Plan in MN ($6M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Columbia Wellness Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A in assets).