401(k) · DOL Form 5500 · 2023

Well Health Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 299
Participants Below avg headcount: 60th
Percentile by assets National rank: $35,625
Avg per participant Low balance/head

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Official DOL plan name: Well Health 401(k) Plan · Sponsored by Well Health Inc · California · Information & Media

$11M in assets, 299 participants

Well Health Inc's Well Health 401(k) Plan reported $11M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#1,354 in Information & Media (2,818 peers)

Coverage in California

Well Health 401(k) Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,354
in Information & Media (2,818 peers): +61.3%
assets growth YoY

Well Health 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Well Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,651,976 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Well Health 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Well Health 401(k) Plan sits mid-pack in the medium band (299 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Well Health 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Well Health 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Well Health 401(k) Plan reported participants rose from 261 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473738571 · Well Health Inc PY 2023 · 401(k)

Well Health 401(k) Plan · $11M · 299 · 60th

EOY $11M
5500 299
ASSETS 60th
PCT 401(k)
EIN near Healthmap Solutions, Inc. 401(k) Plan
RANK ind #1354

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 Information & Media retirement plans → · Plans in California →

End-of-year total assets ($M) among Well Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$11M
Net Income	$4M
Employer EIN	473738571
Plan Effective Date	2018-10-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Well Health Inc)

Latest sponsor-wide plan assets: $15M 124.07323707109255% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	261	$7M
2023	1	299	$11M
2024	1	279	$15M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Well Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Well Health 401(k) Plan side-by-side with 3 peers →

Well Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healthmap Solutions, Inc. 401(k) Plan in FL ($11M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Healthmap Solutions, Inc. 401(k) Plan (FL) $11M · 483
Kern, Inc. 401(k) Plan (OH) $11M · 147
Caf USA, Inc. 401(k) Profit Sharing Plan (NY) $11M · 118
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan (IL) $11M · 185

Similar participant headcount

Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.

Sunrise Community Health 401(k) Safe Harbor Plan (CO) 299 · 0 off
Lighthouse Hr Services,LLC 401(k) Plan (FL) 299 · 0 off
Marion and Polk Schools Credit Union 401(k) Plan (OR) 299 · 0 off
Steinman Communications Retirement Savings Plan (PA) 299 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Well Health 401(k) Plan assets move in 2023? ▼

Well Health 401(k) Plan surged - up 61.3% during 2023, from $7M to $11M. Reported net income was $4M.

How have Well Health Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Well Health Inc's sponsor-wide assets grew 124.1%, from $7M to $15M.

Which 401(k) plans are similar in size to Well Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Healthmap Solutions, Inc. 401(k) Plan in FL ($11M, 483 participants).

Which 401(k) plans cover a similar participant headcount to Well Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473738571.