Money Purchase · DOL Form 5500 · 2024
The Wellness Institute, Inc. Money Purchase Plan
Data updated 2026-08-11
- $168K
- Total assets
- 6
- Participants
- 9th
- Percentile by assets
- $27,957
- Avg per participant
Official DOL plan name: The Wellness Institute, Inc. Retirement Plan · Sponsored by The Wellness Institute, Inc. · Puerto Rico · Healthcare & Social Assistance
$168K in assets, 6 participants
The Wellness Institute, Inc.'s The Wellness Institute, Inc. Retirement Plan reported $168K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- 9th percentile by assets (of 123,622 plans)
- #1,076 in Healthcare & Social Assistance (16,916 peers)
The Wellness Institute, Inc. multi-year trail
The Wellness Institute, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows The Wellness Institute, Inc. Retirement Plan at $168K / 6 participants.
- $168K
- total plan assets (2024 EOY)
- 6
- covered participants
- 9th
- percentile by assets (of 123,622 plans)
- $27,957
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wellness Institute, Inc. Retirement Plan reported net income fell from $14K in the plan year 2023 filing to $5K in the plan year 2024 filing.
- The Wellness Institute, Inc. Retirement Plan end-of-year assets rose from $163K in the plan year 2023 filing to $168K in the plan year 2024 filing.
The Wellness Institute, Inc. across 3 plan years on file
Across the 3 plan years The Wellness Institute, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $149K to $168K, a gain of 12.4%, while reported participants moved from 7 to 6 (-14.3%). Peak year by sponsor assets: 2024 ($168K); trough: 2022 ($149K).
The Wellness Institute, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $149K |
| 2023 | 1 | 6 | $163K |
| 2024 | 1 | 6 | $168K |
The Wellness Institute, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $163K |
|---|---|
| Net Assets (End of Year) | $168K |
| Net Income | $5K |
| Employer EIN | 660586605 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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The Wellness Institute, Inc. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to The Wellness Institute, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Wellness Institute, Inc. Retirement Plan's numbers.
- By total assets, The Wellness Institute, Inc. Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- The Wellness Institute, Inc.'s sponsor-wide assets have grown 12.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans