401(k) · DOL Form 5500 · 2023

Kara Nance Md PC D/B/a Wellessencemd 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$298,199
Avg per participant High balance/head
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Official DOL plan name: Wellessencemd 401(k) Profit Sharing Plan & Trust · Sponsored by Kara Nance Md PC D/B/a Wellessencemd · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Kara Nance Md PC D/B/a Wellessencemd's Wellessencemd 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,778 in Healthcare & Social Assistance (17,684 peers)

Kara Nance Md PC D/B/a Wellessencemd multi-year trail

Kara Nance Md PC D/B/a Wellessencemd's plans moved +41.7% in assets from 2022 to 2024; this filing shows Wellessencemd 401(k) Profit Sharing Plan & Trust at $1M / 4 participants.

#3,778
in Healthcare & Social Assistance (17,684 peers)
+25.0%
assets growth YoY

Wellessencemd 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wellessencemd 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,192,796 25th percentile higher than 25% 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

Wellessencemd 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellessencemd 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellessencemd 401(k) Profit Sharing Plan & Trust reported net income rose from -$163K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • Wellessencemd 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $954K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452044337 · Kara Nance Md PC D/B/a Wellessencemd PY 2023 · 401(k)

Wellessencemd 401(k) Profit Sharing Plan & Trust · $1M · 4 · 25th

  • IND $1M
  • IND 4
  • IND 25th
  • IND 401(k)
  • IND near Thunder Bay Tree Service, L.L.C. 401(k) Profit Sharing Plan
  • IND ind #3778

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 Illinois →

Wellessencemd 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wellessencemd 401(k) Profit Sharing Plan & TrustWellessencemd 401(k) Profit …$1MThunder Bay Tree Service, L.L.C. 401(k) Profit Sharing PlanThunder Bay Tree Service, L.…$1MSimmcon Systems, Inc. 401(k) Profit Sharing PlanSimmcon Systems, Inc. 401(k)…$1MExceptional Foresters Inc. 401(k) PlanExceptional Foresters Inc. 4…$1MOldstein, Hayes, & Lina, LLC 401(k) Profit Sharing PlanOldstein, Hayes, & Lina, LLC…$1M
End-of-year total assets ($M) among Wellessencemd 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kara Nance Md PC D/B/a Wellessencemd multi-year asset trail

Sponsor-wide plan assets over time

All Kara Nance Md PC D/B/a Wellessencemd plans reported in each filing year

Latest sponsor-wide plan assets
$1M 41.70565155059232% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.95M $1.35M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 4 $954K
2023 1 4 $1M
2024 1 4 $1M

Kara Nance Md PC D/B/a Wellessencemd filing trail (2023)

Total Assets (Beginning of Year)$954K
Net Assets (End of Year)$1M
Net Income$239K
Employer EIN452044337
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wellessencemd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wellessencemd 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001192796 · Participants: 4Wellessencemd 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wellessencemd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wellessencemd 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wellessencemd 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Thunder Bay Tree Service, L.L.C. 401(k) Profit Sharing Plan in MI ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wellessencemd 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wellessencemd 401(k) Profit Sharing Plan & Trust grew sharply - up 25.0% during 2023, from $954K to $1M. Reported net income was $239K.
How have Kara Nance Md PC D/B/a Wellessencemd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kara Nance Md PC D/B/a Wellessencemd's sponsor-wide assets grew 41.7%, from $954K to $1M.
Where does Wellessencemd 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wellessencemd 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Wellessencemd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Thunder Bay Tree Service, L.L.C. 401(k) Profit Sharing Plan in MI ($1M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Wellessencemd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 452044337.

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.