401(k) · DOL Form 5500 · 2022
Wells Enterprises, Inc. 401(k) Plan
Data updated 2026-08-06
- $337M
- Total assets
- 4,077
- Participants
- 97th
- Percentile by assets
- $82,762
- Avg per participant
Official DOL plan name: Wells Enterprises, Inc. 401(k) Plan · Sponsored by Wells Enterprises, Inc. · Iowa · Manufacturing
$337M in assets, 4,077 participants
Wells Enterprises, Inc.'s Wells Enterprises, Inc. 401(k) Plan reported $337M in total assets and 4,077 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #19,645 in Manufacturing (20,629 peers)
Coverage in Iowa
Wells Enterprises, Inc. 401(k) Plan covers 4,077 participants in Iowa, 6.5x the typical Iowa plan (state average ~632 per filing). Assets: $337M.
- $337M
- total plan assets (2022 EOY)
- 4,077
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $82,762
- avg assets per participant
The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Iowa filers
In Iowa, the average filing covers about 632 participants across 1,162 plans. Wells Enterprises, Inc. 401(k) Plan reports 4,077 participants - 6.5x that state average ($337M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $337M |
| Net Income | -$67M |
| Employer EIN | 421080796 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells Enterprises, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,077 | $337M |
| 2023 | 1 | 3,998 | $396M |
| 2024 | 1 | 3,780 | $446M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wells Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wells Enterprises, Inc. 401(k) Plan by total assets, not by location.
- Central Hudson Gas & Electric Corporation Savings Incentive Plan (NY) $337M · 1,075
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan (CA) $337M · 1,960
- C.V. Starr & Co., Inc. Incentive Savings Plan (NY) $337M · 1,568
- Arm, Inc. 401(k) Savings Plan (TX) $337M · 1,204
Frequently Asked Questions
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Next read for Wells Enterprises, Inc. 401(k) Plan
Filing takeaways
Ways to act on Wells Enterprises, Inc. 401(k) Plan's numbers.
- By total assets, Wells Enterprises, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Wells Enterprises, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Manufacturing plans