Other · DOL Form 5500 · 2023

Well-Spring Retirement Community, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
700
Participants Below avg headcount
68th
Percentile by assets National rank
$21,859
Avg per participant Low balance/head
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Official DOL plan name: Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · Sponsored by Well-Spring Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance

$15M in assets, 700 participants

Well-Spring Retirement Community, Inc.'s Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported $15M in total assets and 700 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,833 in Healthcare & Social Assistance (17,684 peers)

Well-Spring Retirement Community, Inc. multi-year trail

Well-Spring Retirement Community, Inc.'s plans moved +22.3% in assets from 2022 to 2024; this filing shows Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan at $15M / 700 participants.

#12,833
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's outsized position by total assets

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs every filed plan by assets

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

$15,300,964 Top 32% higher than 68% 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

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement 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. Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan sits mid-pack in the medium band (700 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported participants rose from 560 in the plan year 2022 filing to 700 in the plan year 2023 filing.
  • Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561497371 · Well-Spring Retirement Community, Inc. PY 2023 · Other

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · $15M · 700 · 68th

  • EOY $15M
  • 5500 700
  • ASSETS 68th
  • PCT Other
  • EIN near Wahiawa General Hospital Retirement Savings Plan
  • RANK ind #12833

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in the asset neighbourhood

American Foundation for Suicide Prevention Tax Deferred Annuity Retirement PlanAmerican Foundation for Suic…$15MHcr Manorcare 403(b) Plan$15MWell-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings PlanWell-Spring Retirement Commu…$15MWahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$15MCamarena Health 403(b) Retirement PlanCamarena Health 403(b) Retir…$15M
End-of-year total assets ($M) among Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Well-Spring Retirement Community, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Well-Spring Retirement Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 22.31366956341228% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.5M $16.6M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 560 $14M
2023 1 700 $15M
2024 1 742 $17M

Well-Spring Retirement Community, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN561497371
Plan Effective Date1997-03-23
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan, Total assets ($B): 0.015300964 · Participants: 700Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan side-by-side with 3 peers →

Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($15M); by covered participants it is The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan in NY (700 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan assets move in 2023? ▼
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan grew at a solid clip - up 13.1% during 2023, from $14M to $15M. Reported net income was $2M.
How have Well-Spring Retirement Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well-Spring Retirement Community, Inc.'s sponsor-wide assets grew 22.3%, from $14M to $17M.
Which Other plans are similar in size to Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($15M, 480 participants).
Which Other plans cover a similar participant headcount to Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan in NY (700 participants, $43M 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 561497371.

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.