401(k) · DOL Form 5500 · 2023

Welker, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
88
Participants Small participant base
65th
Percentile by assets National rank
$154,763
Avg per participant Above avg balance/head
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Official DOL plan name: Welker, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Welker, Inc. · Texas · Manufacturing

$14M in assets, 88 participants

Welker, Inc.'s Welker, Inc. 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,945 in Manufacturing (18,722 peers)

Welker, Inc. multi-year trail

Welker, Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Welker, Inc. 401(k) Profit Sharing Plan & Trust at $14M / 88 participants.

#9,945
in Manufacturing (18,722 peers)
+19.9%
assets growth YoY

Welker, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Welker, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,619,125 Top 35% higher than 65% 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

Welker, Inc. 401(k) Profit Sharing 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. Welker, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welker, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Welker, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Welker, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 108 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741760465 · Welker, Inc. PY 2023 · 401(k)

Welker, Inc. 401(k) Profit Sharing Plan & Trust · $14M · 88 · 65th

  • EOY $14M
  • 5500 88
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Aspen Environmental Group 401(k) Salary Reduction Plan and Trust
  • RANK ind #9945

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 Manufacturing retirement plans → · Plans in Texas →

Welker, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Welker, Inc. 401(k) Profit Sharing Plan & TrustWelker, Inc. 401(k) Profit S…$14MAspen Environmental Group 401(k) Salary Reduction Plan and TrustAspen Environmental Group 40…$14MBud Clary Automotive Group 401(k) PlanBud Clary Automotive Group 4…$14MGranite Federal Credit Union 401(k) Plan and TrustGranite Federal Credit Union…$14MGiant Bicycle Inc 401(k) Plan$14M
End-of-year total assets ($M) among Welker, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Welker, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Welker, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.085213139398824% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $14.6M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 108 $11M
2023 1 88 $14M
2024 1 97 $15M

Welker, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN741760465
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Welker, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Welker, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013619125 · Participants: 88Welker, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Welker, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Welker, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Aspen Environmental Group 401(k) Salary Reduction Plan and Trust in CA ($14M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Welker, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Welker, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 19.9% during 2023, from $11M to $14M. Reported net income was $2M.
How have Welker, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welker, Inc.'s sponsor-wide assets grew 28.1%, from $11M to $15M.
Which 401(k) plans are similar in size to Welker, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Environmental Group 401(k) Salary Reduction Plan and Trust in CA ($14M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Welker, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 741760465.

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.