401(k) · DOL Form 5500 · 2022
Wellmore, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $38,650
- Avg per participant Low balance/head
Official DOL plan name: Wellmore, Inc. 401(k) and Profit Sharing Plan · Sponsored by Wellmore, Inc. · Connecticut · Healthcare & Social Assistance
$8M in assets, 219 participants
Wellmore, Inc.'s Wellmore, Inc. 401(k) and Profit Sharing Plan reported $8M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,496 in Healthcare & Social Assistance (20,060 peers)
Coverage in Connecticut
Wellmore, Inc. 401(k) and Profit Sharing Plan covers 219 participants in Connecticut, about 31% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.
- #13,496
- in Healthcare & Social Assistance (20,060 peers)
- +0.4%
- assets growth YoY
Wellmore, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wellmore, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,464,256 Top 38% higher than 62% 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
Wellmore, Inc. 401(k) and Profit Sharing 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. Wellmore, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (219 participants).
Published 5500 schedule card
Filing strip 060669107 · Wellmore, Inc. PY 2022 · 401(k)
Wellmore, Inc. 401(k) and Profit Sharing Plan · $8M · 219 · 62nd
- TYPE $8M
- NET 219
- BOOK 62nd
- VS-ST 401(k)
- BOY near Setzer Forest Products 401(k) Plan
- SCH ind #13496
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 Connecticut →
Wellmore, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $33K |
| Employer EIN | 060669107 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmore, Inc.)
Sponsor-wide plan assets over time
All Wellmore, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 25.987954523114613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $8M |
| 2023 | 1 | 232 | $9M |
| 2024 | 1 | 279 | $11M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Wellmore, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Setzer Forest Products 401(k) Plan in CA ($8M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 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.