Other · DOL Form 5500 · 2024
Longview Wellness Center, Inc. Dba Wellness Pointe Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $24,597
- Avg per participant Low balance/head
Official DOL plan name: Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan · Sponsored by Longview Wellness Center, Inc. Dba Wellness Pointe · Texas · Healthcare & Social Assistance
$7M in assets, 285 participants
Longview Wellness Center, Inc. Dba Wellness Pointe's Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan reported $7M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,964 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan covers 285 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $7M.
- #8,964
- in Healthcare & Social Assistance (16,916 peers)
- +22.3%
- assets growth YoY
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,010,023 48th percentile higher than 48% 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
Longview Wellness Center, Inc. Dba Wellness Pointe 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. Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan reported participants fell from 293 in the plan year 2023 filing to 285 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752723993 · Longview Wellness Center, Inc. Dba Wellness Pointe PY 2024 · Other
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan · $7M · 285 · 48th
- BOY $7M
- SCH 285
- EBSA 48th
- PART Other
- TYPE near Life Care Pastoral Services Tax Sheltered Annuity Plan
- NET ind #8964
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 Texas →
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 752723993 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Longview Wellness Center, Inc. Dba Wellness Pointe)
Sponsor-wide plan assets over time
All Longview Wellness Center, Inc. Dba Wellness Pointe plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 64.48028272683482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $4M |
| 2023 | 1 | 293 | $6M |
| 2024 | 1 | 285 | $7M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Longview Wellness Center, Inc. Dba Wellness Pointe 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL ($7M); by covered participants it is Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan in WA (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan (WA) 285 · 0 off
- Shore Medical Center 403(b) Plan (NJ) 285 · 0 off
- University of Massachusetts Global Defined Contribution Retirement Plan (CA) 284 · 1 off
- Froedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift Plan (WI) 286 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.