401(k) · DOL Form 5500 · 2022

Welch Consulting 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
38
Participants Small participant base
71st
Percentile by assets National rank
$371,102
Avg per participant High balance/head
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Official DOL plan name: Welch Consulting Retirement Plan · Sponsored by Welch Consulting · Texas · Professional & Technical Services

$14M in assets, 38 participants

Welch Consulting's Welch Consulting Retirement Plan reported $14M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,296 in Professional & Technical Services (21,562 peers)

2022 asset change

Welch Consulting Retirement Plan contracted severely 46.2% in 2022 ($26M → $14M) for 38 participants.

#15,296
in Professional & Technical Services (21,562 peers)
-46.2%
assets change YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welch Consulting Retirement Plan's outsized position by total assets

Welch Consulting Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,101,892 Top 29% higher than 71% of 139,123 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 2022

Welch Consulting Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welch Consulting Retirement Plan is a small filing (38 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 760627621 · Welch Consulting PY 2022 · 401(k)

Welch Consulting Retirement Plan · $14M · 38 · 71st

  • PHOTO $14M
  • PHOTO 38
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Energy Insurance Mutual Limited 401(k) Profit Sharing Plan
  • PHOTO ind #15296

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 Professional & Technical Services retirement plans → · Plans in Texas →

Welch Consulting Retirement Plan in the asset neighbourhood

Welch Consulting Retirement PlanWelch Consulting Retirement …$14MEnergy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$14MDuarte Design 401(k) Plan$14MLaunch Credit Union Retirement PlanLaunch Credit Union Retireme…$14MBnim Architects Inc. Profit Sharing PlanBnim Architects Inc. Profit …$14M
End-of-year total assets ($M) among Welch Consulting Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Welch Consulting years around the 2022 move

Sponsor-wide plan assets over time

All Welch Consulting plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $14.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 38 $14M
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$14M
Net Income-$12M
Employer EIN760627621
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Welch Consulting Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Welch Consulting Retirement Plan, Total assets ($B): 0.014101892 · Participants: 38Welch Consulting Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Welch Consulting Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Welch Consulting Retirement Plan side-by-side with 3 peers →

Welch Consulting Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in FL ($14M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Welch Consulting Retirement Plan assets move in 2022? ▼
Welch Consulting Retirement Plan contracted severely - down 46.2% during 2022, from $26M to $14M. Reported net income was -$12M.
Which 401(k) plans are similar in size to Welch Consulting Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in FL ($14M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Welch Consulting Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760627621.

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.