401(k) · DOL Form 5500 · 2022

Wel Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
458
Participants Below avg headcount
53rd
Percentile by assets National rank
$12,072
Avg per participant Low balance/head
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Official DOL plan name: Wel Companies, Inc. 401(k) Savings Plan · Sponsored by Wel Companies, Inc. · Wisconsin · Transportation & Warehousing

$6M in assets, 458 participants

Wel Companies, Inc.'s Wel Companies, Inc. 401(k) Savings Plan reported $6M in total assets and 458 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,144 in Transportation & Warehousing (3,876 peers)

Wel Companies, Inc. multi-year trail

Wel Companies, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Wel Companies, Inc. 401(k) Savings Plan at $6M / 458 participants.

#2,144
in Transportation & Warehousing (3,876 peers)
-12.9%
assets change YoY

The plan reported a net loss of $821K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wel Companies, Inc. 401(k) Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Wel Companies, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$5,529,203 Top 47% higher than 53% 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

Wel Companies, Inc. 401(k) Savings 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. Wel Companies, Inc. 401(k) Savings Plan sits mid-pack in the medium band (458 participants).

Form 5500 schedule snapshot

Filing strip 391277617 · Wel Companies, Inc. PY 2022 · 401(k)

Wel Companies, Inc. 401(k) Savings Plan · $6M · 458 · 53rd

  • EBSA $6M
  • EBSA 458
  • EBSA 53rd
  • EBSA 401(k)
  • EBSA near Robert Weed Plywood Corporation 401(k) Plan & Trust
  • EBSA ind #2144

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Wel Companies, Inc. 401(k) Savings Plan in the asset neighbourhood

Wel Companies, Inc. 401(k) Savings PlanWel Companies, Inc. 401(k) S…$6MRobert Weed Plywood Corporation 401(k) Plan & TrustRobert Weed Plywood Corporat…$6MRqsi 401(k) Plan$6MAcreage 401(k) Plan$6MImsar LLC 401(k) Profit Sharing Plan & TrustImsar LLC 401(k) Profit Shar…$6M
End-of-year total assets ($M) among Wel Companies, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wel Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wel Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.5094477450005% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.53M $6.66M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 458 $6M
2023 1 451 $6M
2024 1 363 $7M

Wel Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$821K
Employer EIN391277617
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Wel Companies, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wel Companies, Inc. 401(k) Savings Plan, Total assets ($B): 0.005529203 · Participants: 458Wel Companies, Inc. 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wel Companies, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wel Companies, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Wel Companies, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Robert Weed Plywood Corporation 401(k) Plan & Trust in IN ($6M); by covered participants it is Embassy Management 401(k) Plan in WA (458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Wel Companies, Inc. 401(k) Savings Plan assets move in 2022? ▼
Wel Companies, Inc. 401(k) Savings Plan pulled back noticeably - down 12.9% during 2022, from $6M to $6M. Reported net income was -$821K.
How have Wel Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wel Companies, Inc.'s sponsor-wide assets grew 20.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Wel Companies, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Weed Plywood Corporation 401(k) Plan & Trust in IN ($6M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Wel Companies, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Embassy Management 401(k) Plan in WA (458 participants, $6M 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 391277617.

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.