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THEORY WELLNESS INC. — THEORY WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250929091108NAL0014959555001
THEORY WELLNESS INC.
Form 5500
FILING_RECEIVED
THEORY WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
195
Plan assets (EOY)
$10.9M
Net assets (EOY)
-$57.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THEORY WELLNESS INC.
.
Find decision makers
Plan sponsor
Name
THEORY WELLNESS INC.
EIN
47-5615911
Address
38 MONTVALE AVENUE · SUITE 210 · STONEHAM, MA · 02180
Phone
(617) 657-2424
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
3I · Requires investment in employer securities
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $10.9M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Theory Wellness, Inc. 167,451.27 shares of
—
—
$75.3M
$10.9M
100.0%
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100
Knocking points off
Top holding "Theory Wellness, Inc. 167,451.27 shares of" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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