401(k) · DOL Form 5500 · 2022

Wellbridge Club Management, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
406
Participants Below avg headcount
76th
Percentile by assets National rank
$46,371
Avg per participant Low balance/head
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Official DOL plan name: Wellbridge 401(k) Plan and Trust · Sponsored by Wellbridge Club Management, LLC · Colorado · Arts, Entertainment & Recreation

$19M in assets, 406 participants

Wellbridge Club Management, LLC's Wellbridge 401(k) Plan and Trust reported $19M in total assets and 406 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,618 in Arts, Entertainment & Recreation (3,077 peers)

Where Wellbridge 401(k) Plan and Trust sits by assets

Wellbridge 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 406 participants (~$46,371/participant), down 22.5% in 2022.

#2,618
in Arts, Entertainment & Recreation (3,077 peers)
-22.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellbridge 401(k) Plan and Trust's outsized position by total assets

Wellbridge 401(k) Plan and Trust vs every filed plan by assets

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

$18,826,615 Top 24% higher than 76% 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

Wellbridge 401(k) Plan and Trust 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. Wellbridge 401(k) Plan and Trust sits mid-pack in the medium band (406 participants).

Plan-year Form 5500 strip

Filing strip 261717298 · Wellbridge Club Management, LLC PY 2022 · 401(k)

Wellbridge 401(k) Plan and Trust · $19M · 406 · 76th

  • PCT $19M
  • PCT 406
  • PCT 76th
  • PCT 401(k)
  • PCT near Berberian Enterprises, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2618

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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →

Wellbridge 401(k) Plan and Trust in the asset neighbourhood

Wellbridge 401(k) Plan and TrustWellbridge 401(k) Plan and T…$19MBerberian Enterprises, Inc. 401(k) Profit Sharing PlanBerberian Enterprises, Inc. …$19MSelex Es Inc. Savings Plan$19ME & M Electric and Machinery, Inc. 401(k) Profit Sharing PlanE & M Electric and Machinery…$19MNorthstar Financial Group Employees' 401(k) Savings PlanNorthstar Financial Group Em…$19M
End-of-year total assets ($M) among Wellbridge 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN261717298
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellbridge Club Management, LLC)

Sponsor-wide plan assets over time

All Wellbridge Club Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.286499723928067% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.8M $21.1M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 406 $19M
2023 1 383 $19M
2024 1 281 $21M

Nearby 401(k) Plans in Colorado

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

Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Wellbridge 401(k) Plan and Trust, Total assets ($B): 0.018826615 · Participants: 406Wellbridge 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wellbridge 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Berberian Enterprises, Inc. 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Douglas Fruit Company Salary Reduction and Savings Plan in WA (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Wellbridge 401(k) Plan and Trust assets move in 2022? ▼
Wellbridge 401(k) Plan and Trust declined sharply - down 22.5% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Wellbridge Club Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbridge Club Management, LLC's sponsor-wide assets grew 12.3%, from $19M to $21M.
Where does Wellbridge 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Wellbridge 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Berberian Enterprises, Inc. 401(k) Profit Sharing Plan in CA ($19M, 741 participants).
Which 401(k) plans cover a similar participant headcount to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Douglas Fruit Company Salary Reduction and Savings Plan in WA (406 participants, $11M 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 261717298.

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.