401(k) · DOL Form 5500 · 2024

Bethesda Health and Wellness Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$158,473
Avg per participant Above avg balance/head
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Official DOL plan name: Bethesda Health and Wellness Inc. Retirement Plan · Sponsored by Bethesda Health and Wellness Inc. · Wisconsin · Healthcare & Social Assistance

$2M in assets, 11 participants

Bethesda Health and Wellness Inc.'s Bethesda Health and Wellness Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,327 in Healthcare & Social Assistance (16,916 peers)

Bethesda Health and Wellness Inc. multi-year trail

Bethesda Health and Wellness Inc.'s plans moved -21.3% in assets from 2022 to 2024; this filing shows Bethesda Health and Wellness Inc. Retirement Plan at $2M / 11 participants.

#4,327
in Healthcare & Social Assistance (16,916 peers)
+33.6%
assets growth YoY

Bethesda Health and Wellness Inc. Retirement Plan among the smaller filed plans by assets

Bethesda Health and Wellness Inc. Retirement Plan vs every filed plan by assets

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

$1,743,199 28th percentile higher than 28% 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

Bethesda Health and Wellness Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethesda Health and Wellness Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bethesda Health and Wellness Inc. Retirement Plan reported net income rose from -$910K in the plan year 2023 filing to $438K in the plan year 2024 filing.
  • Bethesda Health and Wellness Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bethesda Health and Wellness Inc. Retirement Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821779401 · Bethesda Health and Wellness Inc. PY 2024 · 401(k)

Bethesda Health and Wellness Inc. Retirement Plan · $2M · 11 · 28th

  • EIN $2M
  • RANK 11
  • PHOTO 28th
  • IND 401(k)
  • EOY near Schumann Steier Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #4327

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 Wisconsin →

Bethesda Health and Wellness Inc. Retirement Plan in the asset neighbourhood

Bethesda Health and Wellness Inc. Retirement PlanBethesda Health and Wellness…$2MSchumann Steier Inc 401(k) Profit Sharing Plan & TrustSchumann Steier Inc 401(k) P…$2MSeattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & TrustSeattle Neuropsychiatric Tre…$2MKalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustKalogeris Physical Therapy C…$2MCentral Professional Services 401(k) PlanCentral Professional Service…$2M
End-of-year total assets ($M) among Bethesda Health and Wellness Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bethesda Health and Wellness Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bethesda Health and Wellness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.2811864546845% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.21M $1.74M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 10 $1M
2024 1 11 $2M

Bethesda Health and Wellness Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$438K
Employer EIN821779401
Plan Effective Date2017-06-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Bethesda Health and Wellness Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bethesda Health and Wellness Inc. Retirement Plan, Total assets ($B): 0.001743199 · Participants: 11Bethesda Health and Wellness Inc. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bethesda Health and Wellness Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bethesda Health and Wellness Inc. Retirement Plan side-by-side with 3 peers →

Bethesda Health and Wellness Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Bethesda Health and Wellness Inc. Retirement Plan assets move in 2024? ▼
Bethesda Health and Wellness Inc. Retirement Plan surged - up 33.6% during 2024, from $1M to $2M. Reported net income was $438K.
How have Bethesda Health and Wellness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethesda Health and Wellness Inc.'s sponsor-wide assets declined 21.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Bethesda Health and Wellness Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Bethesda Health and Wellness Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 821779401.

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.