Profit Sharing · DOL Form 5500 · 2024
Zoza Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Zoza Wellness, Inc. Retirement Plan · Sponsored by Zoza Wellness, Inc. · Massachusetts · Other Services
$1M in assets, 1 participants
Zoza Wellness, Inc.'s Zoza Wellness, Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,692 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Zoza Wellness, Inc. Retirement Plan ranks #3,692 of 7,719 2024 filers by assets (1875% of the sector average)-$1M for 1 participant.
- #3,692
- in Other Services (7,719 peers)
- +17.7%
- assets growth YoY
Zoza Wellness, Inc. Retirement Plan among the smaller filed plans by assets
Zoza Wellness, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,070,652 24th percentile higher than 24% 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
Zoza Wellness, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoza Wellness, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zoza Wellness, Inc. Retirement Plan reported net income rose from -$10K in the plan year 2023 filing to $161K in the plan year 2024 filing.
- Zoza Wellness, Inc. Retirement Plan end-of-year assets rose from $909K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 463795050 · Zoza Wellness, Inc. PY 2024 · Profit Sharing
Zoza Wellness, Inc. Retirement Plan · $1M · 1 · 24th
- PCT $1M
- EIN 1
- RANK 24th
- PHOTO Profit Sharing
- IND near Twin Oil Company Employees' Profit Sharing Plan and Trust
- EOY ind #3692
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 Other Services retirement plans → · Plans in Massachusetts →
Zoza Wellness, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $909K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $161K |
| Employer EIN | 463795050 |
| Plan Effective Date | 2015-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zoza Wellness, Inc.)
Sponsor-wide plan assets over time
All Zoza Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 16.422039298413495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $920K |
| 2023 | 1 | 1 | $909K |
| 2024 | 1 | 1 | $1M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Zoza Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Twin Oil Company Employees' Profit Sharing Plan and Trust in FL ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.