ESOP · DOL Form 5500 · 2023

Wells Media Group, Inc. ESOP

Data updated 2026-08-25

$585K
Total assets Small plan by assets
38
Participants Small participant base
19th
Percentile by assets National rank
$15,395
Avg per participant Low balance/head
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Official DOL plan name: Wells Media Group, Inc. Employee Stock Ownership Plan · Sponsored by Wells Media Group, Inc. · California · Information & Media

$585K in assets, 38 participants

Wells Media Group, Inc.'s Wells Media Group, Inc. Employee Stock Ownership Plan reported $585K in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #266 in Information & Media (2,818 peers)

Wells Media Group, Inc. multi-year trail

Wells Media Group, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Wells Media Group, Inc. Employee Stock Ownership Plan at $585K / 38 participants.

#266
in Information & Media (2,818 peers)
-15.2%
assets change YoY

Wells Media Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Wells Media Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$585,000 19th percentile higher than 19% 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

Wells Media Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells Media Group, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wells Media Group, Inc. Employee Stock Ownership Plan reported net income fell from $440K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Wells Media Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $690K in the plan year 2022 filing to $585K in the plan year 2023 filing.
  • Wells Media Group, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952309586 · Wells Media Group, Inc. PY 2023 · ESOP

Wells Media Group, Inc. Employee Stock Ownership Plan · $585K · 38 · 19th

  • EOY $585K
  • 5500 38
  • ASSETS 19th
  • PCT ESOP
  • EIN near Nebraska Aluminum Casting, Inc. Employee Stock Ownership Plan
  • RANK ind #266

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 What is an ESOP? → · Plans in California →

Wells Media Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wells Media Group, Inc. Employee Stock Ownership PlanWells Media Group, Inc. Empl…$585KHorizon Bankshares, Inc Employee Stock Ownership PlanHorizon Bankshares, Inc Empl…$588KJ.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & TrustJ.T. Chapman Company Stock B…$589KNebraska Aluminum Casting, Inc. Employee Stock Ownership PlanNebraska Aluminum Casting, I…$584KUnited Vending & Food Service Employee Stock Ownership PlanUnited Vending & Food Servic…$583K
End-of-year total assets ($M) among Wells Media Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wells Media Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wells Media Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$780K 13.043478260869565% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.69M $0.78M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 37 $690K
2023 1 38 $585K
2024 1 40 $780K

Wells Media Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)-$8M
Net Income$48K
Employer EIN952309586
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Wells Media Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Wells Media Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000585 · Participants: 38Wells Media Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Wells Media Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wells Media Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wells Media Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nebraska Aluminum Casting, Inc. Employee Stock Ownership Plan in NE ($584K); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Wells Media Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wells Media Group, Inc. Employee Stock Ownership Plan declined sharply - down 15.2% during 2023, from $690K to $585K. Reported net income was $48K.
How have Wells Media Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wells Media Group, Inc.'s sponsor-wide assets grew 13.0%, from $690K to $780K.
Where does Wells Media Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wells Media Group, Inc. Employee Stock Ownership Plan ranks in the 19th 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 ESOP plans are similar in size to Wells Media Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nebraska Aluminum Casting, Inc. Employee Stock Ownership Plan in NE ($584K, 59 participants).
Which ESOP plans cover a similar participant headcount to Wells Media Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 952309586.

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.