401(k) · DOL Form 5500 · 2024

The Wellness Concierge, Inc. 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
N/A
Participants Small participant base
14th
Percentile by assets National rank
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Official DOL plan name: The Wellness Concierge, Inc. 401(k) Plan · Sponsored by The Wellness Concierge, Inc. · Texas · Healthcare & Social Assistance

$317K in assets, N/A participants

The Wellness Concierge, Inc.'s The Wellness Concierge, Inc. 401(k) Plan reported $317K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,659 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

The Wellness Concierge, Inc. 401(k) Plan holds $317K for N/A participants, among the smaller plans by assets on file.

#1,659
in Healthcare & Social Assistance (16,916 peers)
$317K
reported net income

The Wellness Concierge, Inc. 401(k) Plan among the smaller filed plans by assets

The Wellness Concierge, Inc. 401(k) Plan vs every filed plan by assets

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

$317,137 14th percentile higher than 14% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 995120944 · The Wellness Concierge, Inc. PY 2024 · 401(k)

The Wellness Concierge, Inc. 401(k) Plan · $317K · N/A · 14th

  • EOY $317K
  • 5500 N/A
  • ASSETS 14th
  • PCT 401(k)
  • EIN near Jlc Precision Machining Inc. 401(k) Plan
  • RANK ind #1659

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 →

The Wellness Concierge, Inc. 401(k) Plan in the asset neighbourhood

The Wellness Concierge, Inc. 401(k) PlanThe Wellness Concierge, Inc.…$317KJlc Precision Machining Inc. 401(k) PlanJlc Precision Machining Inc.…$317KRudee Inc. 401(k) Plan$317KAnzovino Incorporated 401(k) PlanAnzovino Incorporated 401(k)…$317KLuippold Family Ventures Incorporated 401(k) PlanLuippold Family Ventures Inc…$317K
End-of-year total assets ($M) among The Wellness Concierge, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$317K
Net Income$317K
Employer EIN995120944
Plan Effective Date2024-12-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Wellness Concierge, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Wellness Concierge, Inc. 401(k) Plan, Total assets ($B): 0.000317137 · Participants: 0The Wellness Concierge, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Wellness Concierge, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Wellness Concierge, Inc. 401(k) Plan side-by-side with 3 peers →

The Wellness Concierge, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Texas, the nearest 401(k) by end-of-year assets is Jlc Precision Machining Inc. 401(k) Plan in NY at $317K (this filing: $317K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($317K here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does The Wellness Concierge, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Wellness Concierge, Inc. 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Wellness Concierge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jlc Precision Machining Inc. 401(k) Plan in NY ($317K, 8 participants).

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 995120944.

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.