401(k) · DOL Form 5500 · 2022
Wells Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $337M
- Total assets Above avg plan size
- 4,077
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $82,762
- Avg per participant Below avg balance/head
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.
- #19,621 in Manufacturing (20,602 peers)
Coverage in Iowa
Wells Enterprises, Inc. 401(k) Plan covers 4,077 participants in Iowa, 6.7x the typical Iowa plan (state average ~609 per filing). Assets: $337M.
- #19,621
- in Manufacturing (20,602 peers)
- -16.5%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
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.
Wells Enterprises, Inc. 401(k) Plan's outsized position by total assets
Wells Enterprises, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$337,421,938 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wells Enterprises, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells Enterprises, Inc. 401(k) Plan lands in the large band (4,077 participants).
Published 5500 schedule card
Filing strip 421080796 · Wells Enterprises, Inc. PY 2022 · 401(k)
Wells Enterprises, Inc. 401(k) Plan · $337M · 4,077 · 97th
- IND $337M
- IND 4,077
- IND 97th
- IND 401(k)
- IND near Central Hudson Gas & Electric Corporation Savings Incentive Plan
- IND ind #19621
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 Iowa →
Wells Enterprises, Inc. 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Wells Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 32.12536435612554% vs 2022
- 2024 filing year
| 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.
- 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
Wells Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY ($337M); by covered participants it is Nuance Communications, Inc. 401(k) Plan in MA (4,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,077 participants); asset peers above are excluded.
- Nuance Communications, Inc. 401(k) Plan (MA) 4,077 · 0 off
- Apogee Enterprises, Inc. 401(k) Retirement Plan (MN) 4,079 · 2 off
- Agco Corporation Savings Plan (GA) 4,080 · 3 off
- The Allegiant 401(k) Retirement Plan (NV) 4,073 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.