401(k) · DOL Form 5500 · 2022

Wellbiz Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
155
Participants Small participant base
58th
Percentile by assets National rank
$46,791
Avg per participant Low balance/head
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Official DOL plan name: Wellbiz Brands, Inc. 401(k) Plan · Sponsored by Wellbiz Brands, Inc. · Colorado · Retail Trade

$7M in assets, 155 participants

Wellbiz Brands, Inc.'s Wellbiz Brands, Inc. 401(k) Plan reported $7M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,527 in Retail Trade (9,519 peers)

Coverage in Colorado

Wellbiz Brands, Inc. 401(k) Plan covers 155 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $7M.

#6,527
in Retail Trade (9,519 peers)
-1.4%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellbiz Brands, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wellbiz Brands, Inc. 401(k) Plan vs every filed plan by assets

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

$7,252,600 Top 42% higher than 58% 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

Wellbiz Brands, 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. Wellbiz Brands, Inc. 401(k) Plan sits mid-pack in the medium band (155 participants).

Plan-year Form 5500 strip

Filing strip 205166132 · Wellbiz Brands, Inc. PY 2022 · 401(k)

Wellbiz Brands, Inc. 401(k) Plan · $7M · 155 · 58th

  • BOOK $7M
  • VS-ST 155
  • BOY 58th
  • SCH 401(k)
  • EBSA near Henry Frerk Sons Inc 401(k) Plan
  • PART ind #6527

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 Colorado →

Wellbiz Brands, Inc. 401(k) Plan in the asset neighbourhood

Wellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$7MHenry Frerk Sons Inc 401(k) PlanHenry Frerk Sons Inc 401(k) …$7MThe Jet Edge 401(k) Profit Sharing PlanThe Jet Edge 401(k) Profit S…$7MRegal Automotive Group 401(k) PlanRegal Automotive Group 401(k…$7MMetropolitan Cabinet Distributors, Inc 401(k) PlanMetropolitan Cabinet Distrib…$7M
End-of-year total assets ($M) among Wellbiz Brands, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$100K
Employer EIN205166132
Plan Effective Date2009-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellbiz Brands, Inc.)

Sponsor-wide plan assets over time

All Wellbiz Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.739831232937156% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.25M $9.12M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 155 $7M
2023 1 137 $9M
2024 1 135 $9M

Nearby 401(k) Plans in Colorado

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

Wellbiz Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Wellbiz Brands, Inc. 401(k) Plan, Total assets ($B): 0.0072526 · Participants: 155Wellbiz Brands, Inc. 401(k) PlanDavita 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
Wellbiz Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wellbiz Brands, Inc. 401(k) Plan side-by-side with 3 peers →

Wellbiz Brands, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Henry Frerk Sons Inc 401(k) Plan in IL ($7M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Wellbiz Brands, Inc. 401(k) Plan assets move in 2022? ▼
Wellbiz Brands, Inc. 401(k) Plan edged down modestly - down 1.4% during 2022, from $7M to $7M. Reported net income was -$100K.
How have Wellbiz Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbiz Brands, Inc.'s sponsor-wide assets grew 25.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Wellbiz Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henry Frerk Sons Inc 401(k) Plan in IL ($7M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Wellbiz Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 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 205166132.

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.