401(k) · DOL Form 5500 · 2024
Wellness Together 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 26th
- Percentile by assets National rank
- $5,945
- Avg per participant Low balance/head
Official DOL plan name: Wellness Together 403(b) Plan · Sponsored by Wellness Together · California · Educational Services
$1M in assets, 230 participants
Wellness Together's Wellness Together 403(b) Plan reported $1M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #586 in Educational Services (3,638 peers)
Coverage in California
Wellness Together 403(b) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $1M.
- #586
- in Educational Services (3,638 peers)
- +52.1%
- assets growth YoY
Wellness Together 403(b) Plan among the smaller filed plans by assets
Wellness Together 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,367,431 26th percentile higher than 26% 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
Wellness Together 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. Wellness Together 403(b) Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Wellness Together 403(b) Plan end-of-year assets rose from $367K in the plan year 2022 filing to $1M in the plan year 2024 filing.
- Wellness Together 403(b) Plan reported net income rose from $225K in the plan year 2022 filing to $468K in the plan year 2024 filing.
- Wellness Together 403(b) Plan reported participants rose from 164 in the plan year 2022 filing to 230 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 811653329 · Wellness Together PY 2024 · 401(k)
Wellness Together 403(b) Plan · $1M · 230 · 26th
- BOY $1M
- BOY 230
- BOY 26th
- BOY 401(k)
- BOY near Gravity It Resources 401(k) Plan
- BOY ind #586
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 Educational Services retirement plans → · Plans in California →
Wellness Together 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $899K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $468K |
| Employer EIN | 811653329 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellness Together)
Sponsor-wide plan assets over time
All Wellness Together plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 272.20856708122045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $367K |
| 2024 | 1 | 230 | $1M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Wellness Together 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gravity It Resources 401(k) Plan in FL ($1M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Gravity It Resources 401(k) Plan (FL) $1M · 160
- Kevin J. Kelley, P.C. 401(k) Plan (VA) $1M · 3
- Zaxby's 401(k) Plan (GA) $1M · 468
- Commons Enterprises, Inc. 401(k) Profit Sharing Plan (GA) $1M · 2
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
- Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
- Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
- Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.