401(k) · DOL Form 5500 · 2023
Bello Welsh LLP 401(k) Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 1st
- Percentile by assets National rank
Official DOL plan name: Bello Welsh 401(k) Plan · Sponsored by Bello Welsh LLP · Massachusetts · Professional & Technical Services
$2K in assets, N/A participants
Bello Welsh LLP's Bello Welsh 401(k) Plan reported $2K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #134 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Bello Welsh 401(k) Plan holds $2K for N/A participants, among the smaller plans by assets on file.
- #134
- in Professional & Technical Services (20,321 peers)
- +4.8%
- assets growth YoY
Bello Welsh 401(k) Plan among the smaller filed plans by assets
Bello Welsh 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,859 1st percentile higher than 1% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bello Welsh 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $85 in the plan year 2023 filing.
- Bello Welsh 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Bello Welsh 401(k) Plan end-of-year assets rose from $2K in the plan year 2022 filing to $2K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 542123729 · Bello Welsh LLP PY 2023 · 401(k)
Bello Welsh 401(k) Plan · $2K · N/A · 1st
- VS-ST $2K
- VS-ST N/A
- VS-ST 1st
- VS-ST 401(k)
- VS-ST near Wicap 401 (K) Plan
- VS-ST ind #134
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 Massachusetts →
Bello Welsh 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2K |
|---|---|
| Net Assets (End of Year) | $2K |
| Net Income | $85 |
| Employer EIN | 542123729 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bello Welsh LLP)
Sponsor-wide plan assets over time
All Bello Welsh LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 9.92108229988726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2K |
| 2023 | 1 | N/A | $2K |
| 2024 | 1 | N/A | $2K |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Bello Welsh 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Massachusetts, the nearest 401(k) by end-of-year assets is Wicap 401 (K) Plan in ID at $2K (this filing: $2K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
- Wicap 401 (K) Plan (ID) $2K · 17
- Kriti Management Inc. 401(k) Accumulation Plan (TX) $2K · 1
- Lendus, LLC Puerto Rico 401(k) Plan (CA) $2K · 6
- Kahoma Corp. 401(k) Plan (TX) $2K · 5
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.