401(k) · DOL Form 5500 · 2024

Theory Wellness Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
213
Participants Below avg headcount
31st
Percentile by assets National rank
$10,918
Avg per participant Low balance/head
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Official DOL plan name: Theory Wellness Inc., 401(k) Profit Sharing Plan · Sponsored by Theory Wellness Inc. · Massachusetts · Retail Trade

$2M in assets, 213 participants

Theory Wellness Inc.'s Theory Wellness Inc., 401(k) Profit Sharing Plan reported $2M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,479 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Theory Wellness Inc., 401(k) Profit Sharing Plan covers 213 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#3,479
in Retail Trade (8,048 peers)
+38.6%
assets growth YoY

Theory Wellness Inc., 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$2,325,637 31st percentile higher than 31% 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

Theory 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. Theory Wellness Inc., 401(k) Profit Sharing Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Theory Wellness Inc., 401(k) Profit Sharing Plan end-of-year assets rose from $794K in the plan year 2022 filing to $2M in the plan year 2024 filing.
  • Theory Wellness Inc., 401(k) Profit Sharing Plan reported net income rose from $451K in the plan year 2022 filing to $648K in the plan year 2024 filing.
  • Theory Wellness Inc., 401(k) Profit Sharing Plan reported participants rose from 210 in the plan year 2022 filing to 213 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 475615911 · Theory Wellness Inc. PY 2024 · 401(k)

Theory Wellness Inc., 401(k) Profit Sharing Plan · $2M · 213 · 31st

  • BOOK $2M
  • BOOK 213
  • BOOK 31st
  • BOOK 401(k)
  • BOOK near Petersen Health Care, Inc. 401(k) Plan
  • BOOK ind #3479

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 Retail Trade retirement plans → · Plans in Massachusetts →

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

Theory Wellness Inc., 401(k) Profit Sharing PlanTheory Wellness Inc., 401(k)…$2MPetersen Health Care, Inc. 401(k) PlanPetersen Health Care, Inc. 4…$2MHigh Wave Music, Inc. 401(k) Profit Sharing PlanHigh Wave Music, Inc. 401(k)…$2MPalladian Management Company Retirement PlanPalladian Management Company…$2MPinnacle Services, Inc. 401(k) PlanPinnacle Services, Inc. 401(…$2M
End-of-year total assets ($M) among Theory Wellness Inc., 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$648K
Employer EIN475615911
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theory Wellness Inc.)

Sponsor-wide plan assets over time

All Theory Wellness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 1562.086700584875% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $0.79M $13.2M ▲ +1569.6%
Year Plans Participants Total Assets
2022 1 210 $794K
2023 1 260 $16M
2024 2 452 $13M

Nearby 401(k) Plans in Massachusetts

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

Theory Wellness Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Theory Wellness Inc., 401(k) Profit Sharing Plan, Total assets ($B): 0.002325637 · Participants: 213Theory Wellness Inc., 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Theory Wellness Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Theory Wellness Inc., 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Petersen Health Care, Inc. 401(k) Plan in IL ($2M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Theory Wellness Inc., 401(k) Profit Sharing Plan assets move in 2024? ▼
Theory Wellness Inc., 401(k) Profit Sharing Plan surged - up 38.6% during 2024, from $2M to $2M. Reported net income was $648K.
How have Theory Wellness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theory Wellness Inc.'s sponsor-wide assets grew 1562.1%, from $794K to $13M.
Which 401(k) plans are similar in size to Theory Wellness Inc., 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petersen Health Care, Inc. 401(k) Plan in IL ($2M, 3,053 participants).
Which 401(k) plans cover a similar participant headcount to Theory Wellness Inc., 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thirdera, LLC in CO (213 participants, N/A 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 475615911.

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.