401(k) · DOL Form 5500 · 2022

Wellnest Emotional Health & Wellness 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
241
Participants Below avg headcount
68th
Percentile by assets National rank
$48,557
Avg per participant Low balance/head
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Official DOL plan name: Wellnest 401(k) Plan · Sponsored by Wellnest Emotional Health & Wellness · California · Healthcare & Social Assistance

$12M in assets, 241 participants

Wellnest Emotional Health & Wellness's Wellnest 401(k) Plan reported $12M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,669 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Wellnest 401(k) Plan covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $12M.

#14,669
in Healthcare & Social Assistance (20,060 peers)
-4.6%
assets change YoY

The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellnest 401(k) Plan's outsized position by total assets

Wellnest 401(k) Plan vs every filed plan by assets

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

$11,702,129 Top 32% higher than 68% 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

Wellnest 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. Wellnest 401(k) Plan sits mid-pack in the medium band (241 participants).

DOL schedule card

Filing strip 951690974 · Wellnest Emotional Health & Wellness PY 2022 · 401(k)

Wellnest 401(k) Plan · $12M · 241 · 68th

  • EOY $12M
  • 5500 241
  • ASSETS 68th
  • PCT 401(k)
  • EIN near Lydia Security Monitoring, Inc. 401(k) Plan
  • RANK ind #14669

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Wellnest 401(k) Plan in the asset neighbourhood

Wellnest 401(k) Plan$12MLydia Security Monitoring, Inc. 401(k) PlanLydia Security Monitoring, I…$12MBiesse America, Inc. 401(k) Profit Sharing PlanBiesse America, Inc. 401(k) …$12MUnion Agener, Inc. 401(k) Savings PlanUnion Agener, Inc. 401(k) Sa…$12MCitizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Citizens Union Bancorp of Sh…$12M
End-of-year total assets ($M) among Wellnest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$568K
Employer EIN951690974
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellnest Emotional Health & Wellness)

Sponsor-wide plan assets over time

All Wellnest Emotional Health & Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$18M 53.54832441173738% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.7M $18M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 241 $12M
2023 1 236 $15M
2024 1 229 $18M

Nearby 401(k) Plans in California

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

Wellnest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wellnest 401(k) Plan, Total assets ($B): 0.011702129 · Participants: 241Wellnest 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wellnest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wellnest 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lydia Security Monitoring, Inc. 401(k) Plan in NJ ($12M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Wellnest 401(k) Plan assets move in 2022? ▼
Wellnest 401(k) Plan edged down modestly - down 4.6% during 2022, from $12M to $12M. Reported net income was -$568K.
How have Wellnest Emotional Health & Wellness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellnest Emotional Health & Wellness's sponsor-wide assets grew 53.5%, from $12M to $18M.
Which 401(k) plans are similar in size to Wellnest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lydia Security Monitoring, Inc. 401(k) Plan in NJ ($12M, 487 participants).
Which 401(k) plans cover a similar participant headcount to Wellnest 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 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 951690974.

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.