401(k) · DOL Form 5500 · 2023

Welocalize, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
581
Participants Below avg headcount
82nd
Percentile by assets National rank
$61,147
Avg per participant Low balance/head
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Official DOL plan name: Welocalize, Inc. 401(k) Plan · Sponsored by Welocalize, Inc. · New York · Professional & Technical Services

$36M in assets, 581 participants

Welocalize, Inc.'s Welocalize, Inc. 401(k) Plan reported $36M in total assets and 581 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,698 in Professional & Technical Services (20,321 peers)

Where Welocalize, Inc. 401(k) Plan sits by assets

Welocalize, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 581 participants (~$61,147/participant), up 22.1% in 2023.

#16,698
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Welocalize, Inc. 401(k) Plan's outsized position by total assets

Welocalize, Inc. 401(k) Plan vs every filed plan by assets

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

$35,526,517 Top 18% higher than 82% 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

Welocalize, Inc. 401(k) 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. Welocalize, Inc. 401(k) Plan sits mid-pack in the medium band (581 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welocalize, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Welocalize, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Welocalize, Inc. 401(k) Plan reported participants fell from 627 in the plan year 2022 filing to 581 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522212421 · Welocalize, Inc. PY 2023 · 401(k)

Welocalize, Inc. 401(k) Plan · $36M · 581 · 82nd

  • SCH $36M
  • SCH 581
  • SCH 82nd
  • SCH 401(k)
  • SCH near Moye White LLP 401(k) Profit-Sharing Plan and Trust
  • SCH ind #16698

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 Professional & Technical Services retirement plans → · Plans in New York →

Welocalize, Inc. 401(k) Plan in the asset neighbourhood

Samson Investment Holding Co. Retirement Savings Plan & TrustSamson Investment Holding Co…$36MEpps Air Service, Inc. 401(k) Profit Sharing PlanEpps Air Service, Inc. 401(k…$36MWelocalize, Inc. 401(k) Plan$36MMoye White LLP 401(k) Profit-Sharing Plan and TrustMoye White LLP 401(k) Profit…$36M4wall Entertainment 401(k) Plan4wall Entertainment 401(k) P…$36M
End-of-year total assets ($M) among Welocalize, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN522212421
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welocalize, Inc.)

Sponsor-wide plan assets over time

All Welocalize, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 35.847396442581% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.1M $39.5M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 627 $29M
2023 1 581 $36M
2024 1 808 $40M

Nearby 401(k) Plans in New York

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

Welocalize, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Welocalize, Inc. 401(k) Plan, Total assets ($B): 0.035526517 · Participants: 581Welocalize, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Welocalize, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Welocalize, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Moye White LLP 401(k) Profit-Sharing Plan and Trust in CO ($36M); by covered participants it is Carousel Motor Group 401(k) Savings Plan in MN (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 Welocalize, Inc. 401(k) Plan assets move in 2023? ▼
Welocalize, Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $29M to $36M. Reported net income was $6M.
How have Welocalize, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welocalize, Inc.'s sponsor-wide assets grew 35.8%, from $29M to $40M.
Where does Welocalize, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Welocalize, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Welocalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moye White LLP 401(k) Profit-Sharing Plan and Trust in CO ($36M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Welocalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carousel Motor Group 401(k) Savings Plan in MN (581 participants, $48M 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 522212421.

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.