401(k) · DOL Form 5500 · 2022

Wellspring Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$561,698
Avg per participant High balance/head
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Official DOL plan name: Wellspring Retirement Plan · Sponsored by Wellspring Management Group, Inc. · Mississippi · Retail Trade

$1M in assets, 2 participants

Wellspring Management Group, Inc.'s Wellspring Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,443 in Retail Trade (9,519 peers)

Wellspring Management Group, Inc. multi-year trail

Wellspring Management Group, Inc.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows Wellspring Retirement Plan at $1M / 2 participants.

#3,443
in Retail Trade (9,519 peers)
+15.5%
assets growth YoY

Wellspring Retirement Plan among the smaller filed plans by assets

Wellspring Retirement Plan vs every filed plan by assets

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

$1,123,395 26th percentile higher than 26% 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

Wellspring Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellspring Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 453646668 · Wellspring Management Group, Inc. PY 2022 · 401(k)

Wellspring Retirement Plan · $1M · 2 · 26th

  • 5500 $1M
  • 5500 2
  • 5500 26th
  • 5500 401(k)
  • 5500 near Mobius Holdings Inc. 401(k) Plan
  • 5500 ind #3443

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 Retail Trade retirement plans → · Plans in Mississippi →

Wellspring Retirement Plan in the asset neighbourhood

Wellspring Retirement Plan$1MMobius Holdings Inc. 401(k) PlanMobius Holdings Inc. 401(k) …$1MHelene C Freeman, Md, PC Profit Sharing PlanHelene C Freeman, Md, PC Pro…$1MNorthwest Christian Credit Union 401(k) PlanNorthwest Christian Credit U…$1MHealth Management of Kansas, Inc. 401(k) PlanHealth Management of Kansas,…$1M
End-of-year total assets ($M) among Wellspring Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wellspring Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellspring Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.095269250797806% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.12M $1.63M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Wellspring Management Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$972K
Net Assets (End of Year)$1M
Net Income$151K
Employer EIN453646668
Plan Effective Date2011-10-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Wellspring Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Wellspring Retirement Plan, Total assets ($M): 1.123395 · Participants: 2Wellspring Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Wellspring Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

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

Outside Mississippi, the nearest 401(k) by assets is Mobius Holdings Inc. 401(k) Plan in WI ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wellspring Retirement Plan assets move in 2022?
Wellspring Retirement Plan grew sharply - up 15.5% during 2022, from $972K to $1M. Reported net income was $151K.
How have Wellspring Management Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wellspring Management Group, Inc.'s sponsor-wide assets grew 45.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Wellspring Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mobius Holdings Inc. 401(k) Plan in WI ($1M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Wellspring Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).