401(k) · DOL Form 5500 · 2022

Wellborn Forest Products, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
567
Participants Below avg headcount
57th
Percentile by assets National rank
$11,888
Avg per participant Low balance/head
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Official DOL plan name: Wellborn Forest Products, Inc. 401(k) Plan · Sponsored by Wellborn Forest Products, Inc. · Alabama · Manufacturing

$7M in assets, 567 participants

Wellborn Forest Products, Inc.'s Wellborn Forest Products, Inc. 401(k) Plan reported $7M in total assets and 567 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,654 in Manufacturing (20,602 peers)

Wellborn Forest Products, Inc. multi-year trail

Wellborn Forest Products, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Wellborn Forest Products, Inc. 401(k) Plan at $7M / 567 participants.

#8,654
in Manufacturing (20,602 peers)
+37.7%
assets growth YoY

The plan reported a net loss of $901K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellborn Forest Products, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Wellborn Forest Products, Inc. 401(k) Plan vs every filed plan by assets

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

$6,740,243 Top 43% higher than 57% 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

Wellborn Forest Products, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellborn Forest Products, Inc. 401(k) Plan sits mid-pack in the medium band (567 participants).

Form 5500 schedule snapshot

Filing strip 205872901 · Wellborn Forest Products, Inc. PY 2022 · 401(k)

Wellborn Forest Products, Inc. 401(k) Plan · $7M · 567 · 57th

  • IND $7M
  • EOY 567
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Fly Exclusive 401(k) Plan
  • EIN ind #8654

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 Manufacturing retirement plans → · Plans in Alabama →

Wellborn Forest Products, Inc. 401(k) Plan in the asset neighbourhood

Wellborn Forest Products, Inc. 401(k) PlanWellborn Forest Products, In…$7MFly Exclusive 401(k) Plan$7MThe Garibaldi Company 401(k) Profit Sharing Plan and TrustThe Garibaldi Company 401(k)…$7MTwin Oaks, Inc Retirement PlanTwin Oaks, Inc Retirement Pl…$7MRancho Santa Fe Association 401(k) PlanRancho Santa Fe Association …$7M
End-of-year total assets ($M) among Wellborn Forest Products, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wellborn Forest Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellborn Forest Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.11457761982765% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.74M $8.97M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 567 $7M
2023 1 569 $8M
2024 1 588 $9M

Wellborn Forest Products, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income-$901K
Employer EIN205872901
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Wellborn Forest Products, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Wellborn Forest Products, Inc. 401(k) Plan, Total assets ($B): 0.006740243 · Participants: 567Wellborn Forest Products, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Wellborn Forest Products, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Wellborn Forest Products, Inc. 401(k) Plan side-by-side with 3 peers →

Wellborn Forest Products, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Fly Exclusive 401(k) Plan in NC ($7M); by covered participants it is Hancock Lumber Company, Inc. Profit Sharing/401(k) Plan in ME (567 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Wellborn Forest Products, Inc. 401(k) Plan assets move in 2022? ▼
Wellborn Forest Products, Inc. 401(k) Plan surged - up 37.7% during 2022, from $5M to $7M. Reported net income was -$901K.
How have Wellborn Forest Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellborn Forest Products, Inc.'s sponsor-wide assets grew 33.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Wellborn Forest Products, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fly Exclusive 401(k) Plan in NC ($7M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Wellborn Forest Products, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hancock Lumber Company, Inc. Profit Sharing/401(k) Plan in ME (567 participants, $34M 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 205872901.

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.