401(k) · DOL Form 5500 · 2023

Wellbridge Club Management, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
383
Participants Below avg headcount
72nd
Percentile by assets National rank
$50,538
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellbridge 401(k) Plan and Trust · Sponsored by Wellbridge Club Management, LLC · Colorado · Arts, Entertainment & Recreation

$19M in assets, 383 participants

Wellbridge Club Management, LLC's Wellbridge 401(k) Plan and Trust reported $19M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,446 in Arts, Entertainment & Recreation (2,945 peers)

Wellbridge Club Management, LLC multi-year trail

Wellbridge Club Management, LLC's plans moved +12.3% in assets from 2022 to 2024; this filing shows Wellbridge 401(k) Plan and Trust at $19M / 383 participants.

#2,446
in Arts, Entertainment & Recreation (2,945 peers)
+2.8%
assets growth YoY

Wellbridge 401(k) Plan and Trust's outsized position by total assets

Wellbridge 401(k) Plan and Trust vs every filed plan by assets

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

$19,356,194 Top 28% higher than 72% 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

Wellbridge 401(k) Plan and Trust 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. Wellbridge 401(k) Plan and Trust sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellbridge 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $530K in the plan year 2023 filing.
  • Wellbridge 401(k) Plan and Trust reported participants fell from 406 in the plan year 2022 filing to 383 in the plan year 2023 filing.
  • Wellbridge 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261717298 · Wellbridge Club Management, LLC PY 2023 · 401(k)

Wellbridge 401(k) Plan and Trust · $19M · 383 · 72nd

  • EOY $19M
  • 5500 383
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near The Bms Enterprises 401(k) Plan
  • RANK ind #2446

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 Colorado →

Wellbridge 401(k) Plan and Trust in the asset neighbourhood

Wellbridge 401(k) Plan and TrustWellbridge 401(k) Plan and T…$19MThe Bms Enterprises 401(k) PlanThe Bms Enterprises 401(k) P…$19MKeller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanKeller Schroeder and Associa…$19MThomas G. Gallagher, Inc. 401(k) Retirement PlanThomas G. Gallagher, Inc. 40…$19MSila Solutions Group 401(k) Profit Sharing PlanSila Solutions Group 401(k) …$19M
End-of-year total assets ($M) among Wellbridge 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wellbridge Club Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wellbridge Club Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.286499723928067% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.8M $21.1M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 406 $19M
2023 1 383 $19M
2024 1 281 $21M

Wellbridge Club Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$530K
Employer EIN261717298
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Wellbridge 401(k) Plan and Trust, Total assets ($B): 0.019356194 · Participants: 383Wellbridge 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wellbridge 401(k) Plan and Trust side-by-side with 3 peers →

Wellbridge 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Bms Enterprises 401(k) Plan in TX ($19M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Wellbridge 401(k) Plan and Trust assets move in 2023? ▼
Wellbridge 401(k) Plan and Trust edged up modestly - up 2.8% during 2023, from $19M to $19M. Reported net income was $530K.
How have Wellbridge Club Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbridge Club Management, LLC's sponsor-wide assets grew 12.3%, from $19M to $21M.
Which 401(k) plans are similar in size to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Bms Enterprises 401(k) Plan in TX ($19M, 877 participants).
Which 401(k) plans cover a similar participant headcount to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 261717298.

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.