Profit Sharing · DOL Form 5500 · 2022

Wellons Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
178
Participants Small participant base
87th
Percentile by assets National rank
$244,118
Avg per participant Above avg balance/head
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Official DOL plan name: Wellons Group, Inc. Profit Sharing Plan and Trust · Sponsored by Wellons Group, Inc. · Washington · Manufacturing

$43M in assets, 178 participants

Wellons Group, Inc.'s Wellons Group, Inc. Profit Sharing Plan and Trust reported $43M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,624 in Manufacturing (20,602 peers)

Coverage in Washington

Wellons Group, Inc. Profit Sharing Plan and Trust covers 178 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $43M.

#16,624
in Manufacturing (20,602 peers)
-18.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellons Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Wellons Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$43,453,002 Top 13% higher than 87% 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

Wellons Group, Inc. Profit Sharing 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. Wellons Group, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (178 participants).

Published 5500 schedule card

Filing strip 271458904 · Wellons Group, Inc. PY 2022 · Profit Sharing

Wellons Group, Inc. Profit Sharing Plan and Trust · $43M · 178 · 87th

  • EIN $43M
  • EIN 178
  • EIN 87th
  • EIN Profit Sharing
  • EIN near Cohen & Company 401(k) Psp & Trust (Carve-Out)
  • EIN ind #16624

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 Washington →

Wellons Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Cohen & Company 401(k) Psp & Trust (Carve-Out)Cohen & Company 401(k) Psp &…$44MWellons Group, Inc. Profit Sharing Plan and TrustWellons Group, Inc. Profit S…$43MSefcu Profit Sharing Plan$43MCarriage House Investments Company Employees' Profit Sharing PlanCarriage House Investments C…$43MFresno Truck Center Profit Sharing PlanFresno Truck Center Profit S…$43M
End-of-year total assets ($M) among Wellons Group, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$10M
Employer EIN271458904
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellons Group, Inc.)

Sponsor-wide plan assets over time

All Wellons Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 4.66175846722857% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43.5M $45.5M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 178 $43M
2023 1 184 $48M
2024 1 202 $45M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wellons Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0100200300400500600 Total assets ($M) Participants Wellons Group, Inc. Profit Sharing Plan and Trust, Total assets ($M): 43.453002 · Participants: 178Wellons Group, Inc. Profit Sharing Plan and TrustItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution Plan
Wellons Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Wellons Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Wellons Group, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Cohen & Company 401(k) Psp & Trust (Carve-Out) in OH ($44M); by covered participants it is National Telecommuting Institute, Inc. Retirement Plan in MA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Wellons Group, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Wellons Group, Inc. Profit Sharing Plan and Trust declined sharply - down 18.3% during 2022, from $53M to $43M. Reported net income was -$10M.
How have Wellons Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellons Group, Inc.'s sponsor-wide assets grew 4.7%, from $43M to $45M.
Where does Wellons Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wellons Group, Inc. Profit Sharing Plan and Trust ranks in the 87th 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 Profit Sharing plans are similar in size to Wellons Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cohen & Company 401(k) Psp & Trust (Carve-Out) in OH ($44M, 308 participants).
Which Profit Sharing plans cover a similar participant headcount to Wellons Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is National Telecommuting Institute, Inc. Retirement Plan in MA (178 participants, $2M 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 271458904.

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.