401(k) · DOL Form 5500 · 2022
The Wells Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $286,090
- Avg per participant High balance/head
Official DOL plan name: The Wells Group, Inc. 401(k) Retirement Savings Plan · Sponsored by The Wells Group, Inc. · Texas · Wholesale Trade
$6M in assets, 20 participants
The Wells Group, Inc.'s The Wells Group, Inc. 401(k) Retirement Savings Plan reported $6M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,856 in Wholesale Trade (6,843 peers)
The Wells Group, Inc. multi-year trail
The Wells Group, Inc.'s plans moved -65.0% in assets from 2022 to 2023; this filing shows The Wells Group, Inc. 401(k) Retirement Savings Plan at $6M / 20 participants.
- #2,856
- in Wholesale Trade (6,843 peers)
- +13.8%
- assets growth YoY
The Wells Group, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
The Wells Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,721,797 Top 47% higher than 53% 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
The Wells Group, Inc. 401(k) Retirement Savings 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. The Wells Group, Inc. 401(k) Retirement Savings Plan is a small filing (20 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 742178054 · The Wells Group, Inc. PY 2022 · 401(k)
The Wells Group, Inc. 401(k) Retirement Savings Plan · $6M · 20 · 53rd
- EOY $6M
- EOY 20
- EOY 53rd
- EOY 401(k)
- EOY near Rhw Management, Inc 401(k) Savings Plan
- EOY ind #2856
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 Wholesale Trade retirement plans → · Plans in Texas →
The Wells Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
The Wells Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Wells Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 65.00567915988631% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $6M |
| 2023 | 1 | 19 | $2M |
The Wells Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $693K |
| Employer EIN | 742178054 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The Wells Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rhw Management, Inc 401(k) Savings Plan in KS ($6M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.