401(k) · DOL Form 5500 · 2023

Welts, White & Fontaine, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
39th
Percentile by assets National rank
$157,254
Avg per participant Above avg balance/head
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Official DOL plan name: Welts, White & Fontaine, P.C. 401(k) Plan & Trust · Sponsored by Welts, White & Fontaine, P.C. · New Hampshire · Professional & Technical Services

$4M in assets, 23 participants

Welts, White & Fontaine, P.C.'s Welts, White & Fontaine, P.C. 401(k) Plan & Trust reported $4M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,264 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Welts, White & Fontaine, P.C. 401(k) Plan & Trust holds $4M for 23 participants - about $157,254 per participant, in the lower half of filed plans by assets.

#7,264
in Professional & Technical Services (20,321 peers)
-1.8%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welts, White & Fontaine, P.C. 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Welts, White & Fontaine, P.C. 401(k) Plan & Trust vs every filed plan by assets

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

$3,616,834 39th percentile higher than 39% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Welts, White & Fontaine, P.C. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welts, White & Fontaine, P.C. 401(k) Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welts, White & Fontaine, P.C. 401(k) Plan & Trust reported net income rose from -$603K in the plan year 2022 filing to -$68K in the plan year 2023 filing.
  • Welts, White & Fontaine, P.C. 401(k) Plan & Trust reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Welts, White & Fontaine, P.C. 401(k) Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 020337050 · Welts, White & Fontaine, P.C. PY 2023 · 401(k)

Welts, White & Fontaine, P.C. 401(k) Plan & Trust · $4M · 23 · 39th

  • PCT $4M
  • PCT 23
  • PCT 39th
  • PCT 401(k)
  • PCT near Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust
  • PCT ind #7264

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

Welts, White & Fontaine, P.C. 401(k) Plan & Trust in the asset neighbourhood

Welts, White & Fontaine, P.C. 401(k) Plan & TrustWelts, White & Fontaine, P.C…$4MEdgemere Consulting Corp 401(k) Profit Sharing Plan & TrustEdgemere Consulting Corp 401…$4MBayside Marine Corp. 401(k) Profit Sharing PlanBayside Marine Corp. 401(k) …$4MXcel Brands, Inc. 401(k) Savings PlanXcel Brands, Inc. 401(k) Sav…$4MGirl Scouts of Western Ohio's 401(k) Thrift PlanGirl Scouts of Western Ohio'…$4M
End-of-year total assets ($M) among Welts, White & Fontaine, P.C. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$68K
Employer EIN020337050
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welts, White & Fontaine, P.C.)

Sponsor-wide plan assets over time

All Welts, White & Fontaine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.906783453656609% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M 202220232024 $3.68M $3.79M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 23 $4M
2024 1 23 $4M

Nearby 401(k) Plans in New Hampshire

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

Welts, White & Fontaine, P.C. 401(k) Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Welts, White & Fontaine, P.C. 401(k) Plan & Trust, Total assets ($M): 3.616834 · Participants: 23Welts, White & Fontaine, P.C. 401(k) Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Welts, White & Fontaine, P.C. 401(k) Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Welts, White & Fontaine, P.C. 401(k) Plan & Trust side-by-side with 3 peers →

Welts, White & Fontaine, P.C. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in NC ($4M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

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 Welts, White & Fontaine, P.C. 401(k) Plan & Trust assets move in 2023? ▼
Welts, White & Fontaine, P.C. 401(k) Plan & Trust edged down modestly - down 1.8% during 2023, from $4M to $4M. Reported net income was -$68K.
How have Welts, White & Fontaine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welts, White & Fontaine, P.C.'s sponsor-wide assets grew 2.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Welts, White & Fontaine, P.C. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in NC ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Welts, White & Fontaine, P.C. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 020337050.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.