401(k) · DOL Form 5500 · 2023

Wel Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
451
Participants Below avg headcount
49th
Percentile by assets National rank
$13,957
Avg per participant Low balance/head
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Official DOL plan name: Wel Companies, Inc. 401(k) Savings Plan · Sponsored by Wel Companies, Inc. · Wisconsin · Transportation & Warehousing

$6M in assets, 451 participants

Wel Companies, Inc.'s Wel Companies, Inc. 401(k) Savings Plan reported $6M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,665 in Transportation & Warehousing (3,362 peers)

Wel Companies, Inc. multi-year trail

Wel Companies, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Wel Companies, Inc. 401(k) Savings Plan at $6M / 451 participants.

#1,665
in Transportation & Warehousing (3,362 peers)
+13.8%
assets growth YoY

Wel Companies, Inc. 401(k) Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Wel Companies, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$6,294,795 49th percentile higher than 49% 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

Wel Companies, Inc. 401(k) Savings 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. Wel Companies, Inc. 401(k) Savings Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wel Companies, Inc. 401(k) Savings Plan reported net income rose from -$821K in the plan year 2022 filing to $766K in the plan year 2023 filing.
  • Wel Companies, Inc. 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wel Companies, Inc. 401(k) Savings Plan reported participants fell from 458 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391277617 · Wel Companies, Inc. PY 2023 · 401(k)

Wel Companies, Inc. 401(k) Savings Plan · $6M · 451 · 49th

  • EBSA $6M
  • EBSA 451
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #1665

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Wel Companies, Inc. 401(k) Savings Plan in the asset neighbourhood

Winter Sports, Inc. Retirement Plan & TrustWinter Sports, Inc. Retireme…$6MWel Companies, Inc. 401(k) Savings PlanWel Companies, Inc. 401(k) S…$6MAdvisors Capital Management LLC 401(k) Profit Sharing Plan & TrustAdvisors Capital Management …$6MEdgar, Dunn & Company 401(k) Profit Sharing PlanEdgar, Dunn & Company 401(k)…$6MKocina Marketing Companies 401(k) PlanKocina Marketing Companies 4…$6M
End-of-year total assets ($M) among Wel Companies, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wel Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wel Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.5094477450005% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.53M $6.66M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 458 $6M
2023 1 451 $6M
2024 1 363 $7M

Wel Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$766K
Employer EIN391277617
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Wel Companies, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wel Companies, Inc. 401(k) Savings Plan, Total assets ($B): 0.006294795 · Participants: 451Wel Companies, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wel Companies, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wel Companies, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Wel Companies, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in NJ ($6M); by covered participants it is Phoenix 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Wel Companies, Inc. 401(k) Savings Plan assets move in 2023? ▼
Wel Companies, Inc. 401(k) Savings Plan grew at a solid clip - up 13.8% during 2023, from $6M to $6M. Reported net income was $766K.
How have Wel Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wel Companies, Inc.'s sponsor-wide assets grew 20.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Wel Companies, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in NJ ($6M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Wel Companies, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix 401(k) Plan in TX (451 participants, $14M 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 391277617.

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.