Other · DOL Form 5500 · 2022

Well-Spring Retirement Community, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
560
Participants Below avg headcount
71st
Percentile by assets National rank
$24,155
Avg per participant Low balance/head
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Official DOL plan name: Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · Sponsored by Well-Spring Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance

$14M in assets, 560 participants

Well-Spring Retirement Community, Inc.'s Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported $14M in total assets and 560 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,136 in Healthcare & Social Assistance (20,060 peers)

Well-Spring Retirement Community, Inc. multi-year trail

Well-Spring Retirement Community, Inc.'s plans moved +22.3% in assets from 2022 to 2024; this filing shows Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan at $14M / 560 participants.

#15,136
in Healthcare & Social Assistance (20,060 peers)
+28.9%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's outsized position by total assets

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs every filed plan by assets

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

$13,526,789 Top 29% higher than 71% 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

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement 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. Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan sits mid-pack in the medium band (560 participants).

Form 5500 schedule snapshot

Filing strip 561497371 · Well-Spring Retirement Community, Inc. PY 2022 · Other

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · $14M · 560 · 71st

  • NET $14M
  • NET 560
  • NET 71st
  • NET Other
  • NET near Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan
  • NET ind #15136

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 North Carolina →

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in the asset neighbourhood

Little Colorado Medical Center Pension PlanLittle Colorado Medical Cent…$14MWell-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings PlanWell-Spring Retirement Commu…$14MHarding Academy of Memphis Contributory Tax Sheltered Annuity PlanHarding Academy of Memphis C…$14MTax Deferred Savings Plan$14MBay Area Environmental Research Institute DC PlanBay Area Environmental Resea…$14M
End-of-year total assets ($M) among Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Well-Spring Retirement Community, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Well-Spring Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 22.31366956341228% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.5M $16.6M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 560 $14M
2023 1 700 $15M
2024 1 742 $17M

Well-Spring Retirement Community, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN561497371
Plan Effective Date1997-03-23
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan, Total assets ($B): 0.013526789 · Participants: 560Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan side-by-side with 3 peers →

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in TN ($14M); by covered participants it is Assumption University Defined Contribution Retirement Plan in MA (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan assets move in 2022? ▼
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan grew sharply - up 28.9% during 2022, from $10M to $14M. Reported net income was -$1M.
How have Well-Spring Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well-Spring Retirement Community, Inc.'s sponsor-wide assets grew 22.3%, from $14M to $17M.
Which Other plans are similar in size to Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Harding Academy of Memphis Contributory Tax Sheltered Annuity Plan in TN ($14M, 209 participants).
Which Other plans cover a similar participant headcount to Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Assumption University Defined Contribution Retirement Plan in MA (561 participants, $124M 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 561497371.

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.