Profit Sharing · DOL Form 5500 · 2023

Wellsphere Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$514K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$514,309
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellsphere Group, Inc. Profit Sharing Plan · Sponsored by Wellsphere Group, Inc. · California · Arts, Entertainment & Recreation

$514K in assets, 1 participants

Wellsphere Group, Inc.'s Wellsphere Group, Inc. Profit Sharing Plan reported $514K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,221 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Wellsphere Group, Inc. Profit Sharing Plan ranks #1,221 of 2,945 2023 filers by assets (5399% of the sector average)-$514K for 1 participant.

#1,221
in Arts, Entertainment & Recreation (2,945 peers)
$514K
reported net income

Wellsphere Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Wellsphere Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$514,309 18th percentile higher than 18% 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

Wellsphere Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellsphere Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 923302640 · Wellsphere Group, Inc. PY 2023 · Profit Sharing

Wellsphere Group, Inc. Profit Sharing Plan · $514K · 1 · 18th

  • SCH $514K
  • SCH 1
  • SCH 18th
  • SCH Profit Sharing
  • SCH near Gregory Forrest Lester, Inc. Profit Sharing Plan
  • SCH ind #1221

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Wellsphere Group, Inc. Profit Sharing Plan in the asset neighbourhood

Wellsphere Group, Inc. Profit Sharing PlanWellsphere Group, Inc. Profi…$514KGregory Forrest Lester, Inc. Profit Sharing PlanGregory Forrest Lester, Inc.…$515KTalsma Builders, Inc. Profit Sharing Plan and TrustTalsma Builders, Inc. Profit…$515KMain Industries, Inc. Employee Stock Ownership PlanMain Industries, Inc. Employ…$514KLil Strawbaby Inc. Retirement PlanLil Strawbaby Inc. Retiremen…$514K
End-of-year total assets ($M) among Wellsphere Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$514K
Net Income$514K
Employer EIN923302640
Plan Effective Date2023-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellsphere Group, Inc.)

Sponsor-wide plan assets over time

All Wellsphere Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$813K 58.156477915027736% vs 2023
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 20232024 $0.51M $0.81M ▲ +58.8%
Year Plans Participants Total Assets
2023 1 1 $514K
2024 1 1 $813K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wellsphere Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wellsphere Group, Inc. Profit Sharing Plan, Total assets ($B): 0.000514309 · Participants: 1Wellsphere Group, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Wellsphere Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wellsphere Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wellsphere Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gregory Forrest Lester, Inc. Profit Sharing Plan in OH ($515K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Wellsphere Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wellsphere Group, Inc.'s sponsor-wide assets grew 58.2%, from $514K to $813K.
Where does Wellsphere Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wellsphere Group, Inc. Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wellsphere Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gregory Forrest Lester, Inc. Profit Sharing Plan in OH ($515K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Wellsphere Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 923302640.

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.