401(k) · DOL Form 5500 · 2022
Wellwood Inc. 401(k) Plan
Data updated 2026-08-25
- $595K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $297,417
- Avg per participant High balance/head
Official DOL plan name: Wellwood Inc. 401(k) Plan · Sponsored by Wellwood Inc. · Florida · Real Estate
$595K in assets, 2 participants
Wellwood Inc.'s Wellwood Inc. 401(k) Plan reported $595K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,702 in Real Estate (5,057 peers)
2022 asset change
Wellwood Inc. 401(k) Plan pulled back noticeably 8.7% in 2022 ($652K → $595K) for 2 participants.
- #1,702
- in Real Estate (5,057 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellwood Inc. 401(k) Plan among the smaller filed plans by assets
Wellwood Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$594,833 20th percentile higher than 20% 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
Wellwood Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellwood Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 384095795 · Wellwood Inc. PY 2022 · 401(k)
Wellwood Inc. 401(k) Plan · $595K · 2 · 20th
- PCT $595K
- EIN 2
- RANK 20th
- PHOTO 401(k)
- IND near Giga Corp. 401(k) Plan
- EOY ind #1702
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 Real Estate retirement plans → · Plans in Florida →
Wellwood Inc. 401(k) Plan in the asset neighbourhood
Wellwood Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Wellwood Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $546K 8.174227051962484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $595K |
| 2023 | 1 | 2 | $575K |
| 2024 | 1 | 2 | $546K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $652K |
|---|---|
| Net Assets (End of Year) | $595K |
| Net Income | -$57K |
| Employer EIN | 384095795 |
| Plan Effective Date | 2018-09-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Wellwood Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Giga Corp. 401(k) Plan in CA ($595K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($595K here).
- Giga Corp. 401(k) Plan (CA) $595K · 17
- Sloat and Nicholson PC 401(k) Profit Sharing Plan & Trust (CO) $595K · 6
- The Bettersworth Law Firm 401(k) Plan (TX) $595K · 7
- Pawnee Tribal Development (OK) $595K · 85
Similar participant headcount
Nearest other-state filings by covered participants (2 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.