401(k) · DOL Form 5500 · 2022

Wellbe Senior Medical LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
99
Participants Small participant base
42nd
Percentile by assets National rank
$33,307
Avg per participant Low balance/head
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Official DOL plan name: Wellbe Senior Medical 401(k) Plan · Sponsored by Wellbe Senior Medical LLC · Illinois · Healthcare & Social Assistance

$3M in assets, 99 participants

Wellbe Senior Medical LLC's Wellbe Senior Medical 401(k) Plan reported $3M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,309 in Healthcare & Social Assistance (20,060 peers)

Wellbe Senior Medical LLC multi-year trail

Wellbe Senior Medical LLC's plans moved +346.3% in assets from 2022 to 2024; this filing shows Wellbe Senior Medical 401(k) Plan at $3M / 99 participants.

#9,309
in Healthcare & Social Assistance (20,060 peers)
+46.2%
assets growth YoY

Wellbe Senior Medical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wellbe Senior Medical 401(k) Plan vs every filed plan by assets

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

$3,297,426 42nd percentile higher than 42% 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

Wellbe Senior Medical 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellbe Senior Medical 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 833843209 · Wellbe Senior Medical LLC PY 2022 · 401(k)

Wellbe Senior Medical 401(k) Plan · $3M · 99 · 42nd

  • IND $3M
  • IND 99
  • IND 42nd
  • IND 401(k)
  • IND near Petaluma Market, Inc. 401(k) Profit Sharing Plan
  • IND ind #9309

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 Illinois →

Wellbe Senior Medical 401(k) Plan in the asset neighbourhood

Wellbe Senior Medical 401(k) PlanWellbe Senior Medical 401(k)…$3MPetaluma Market, Inc. 401(k) Profit Sharing PlanPetaluma Market, Inc. 401(k)…$3MSouthern California West Coast Electric Profit Sharing PlanSouthern California West Coa…$3MSynergistix, Inc. 401(k) Plan$3MFmh Material Handling Solutions, Inc. 401(k) PlanFmh Material Handling Soluti…$3M
End-of-year total assets ($M) among Wellbe Senior Medical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wellbe Senior Medical LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wellbe Senior Medical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 346.277793648743% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.3M $14.7M ▲ +346.1%
Year Plans Participants Total Assets
2022 1 99 $3M
2023 1 139 $7M
2024 1 550 $15M

Wellbe Senior Medical LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN833843209
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wellbe Senior Medical 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wellbe Senior Medical 401(k) Plan, Total assets ($B): 0.003297426 · Participants: 99Wellbe Senior Medical 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Wellbe Senior Medical 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wellbe Senior Medical 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Petaluma Market, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Wellbe Senior Medical 401(k) Plan assets move in 2022? ▼
Wellbe Senior Medical 401(k) Plan surged - up 46.2% during 2022, from $2M to $3M. Reported net income was $1M.
How have Wellbe Senior Medical LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbe Senior Medical LLC's sponsor-wide assets grew 346.3%, from $3M to $15M.
Which 401(k) plans are similar in size to Wellbe Senior Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petaluma Market, Inc. 401(k) Profit Sharing Plan in CA ($3M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Wellbe Senior Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 833843209.

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.