401(k) · DOL Form 5500 · 2023

Wellex Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
42nd
Percentile by assets National rank
$121,571
Avg per participant Near avg balance/head
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Official DOL plan name: Wellex Corporation 401(k) Plan · Sponsored by Wellex Corporation · California · Manufacturing

$4M in assets, 37 participants

Wellex Corporation's Wellex Corporation 401(k) Plan reported $4M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,786 in Manufacturing (18,722 peers)

Wellex Corporation multi-year trail

Wellex Corporation's plans moved +27.9% in assets from 2022 to 2024; this filing shows Wellex Corporation 401(k) Plan at $4M / 37 participants.

#4,786
in Manufacturing (18,722 peers)
+16.7%
assets growth YoY

Wellex Corporation 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Wellex Corporation 401(k) Plan vs every filed plan by assets

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

$4,498,113 42nd percentile higher than 42% 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

Wellex Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellex Corporation 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellex Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $644K in the plan year 2023 filing.
  • Wellex Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wellex Corporation 401(k) Plan reported participants fell from 40 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942863068 · Wellex Corporation PY 2023 · 401(k)

Wellex Corporation 401(k) Plan · $4M · 37 · 42nd

  • IND $4M
  • IND 37
  • IND 42nd
  • IND 401(k)
  • IND near Jfc Engineers & Surveyors 401(k) Profit Sharing Plan
  • IND ind #4786

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 California →

Wellex Corporation 401(k) Plan in the asset neighbourhood

Wellex Corporation 401(k) PlanWellex Corporation 401(k) Pl…$4MJfc Engineers & Surveyors 401(k) Profit Sharing PlanJfc Engineers & Surveyors 40…$4MGrand Central, Inc. 401(k) Retirement PlanGrand Central, Inc. 401(k) R…$4MKelly Inns, Ltd Profit Share PlanKelly Inns, Ltd Profit Share…$4MFdg Retirement Plan & Trust$4M
End-of-year total assets ($M) among Wellex Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wellex Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Wellex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.940139670987197% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.85M $4.93M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 40 $4M
2023 1 37 $4M
2024 1 35 $5M

Wellex Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$644K
Employer EIN942863068
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wellex Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wellex Corporation 401(k) Plan, Total assets ($B): 0.004498113 · Participants: 37Wellex Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wellex Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wellex Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Jfc Engineers & Surveyors 401(k) Profit Sharing Plan in WY ($4M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Wellex Corporation 401(k) Plan assets move in 2023? ▼
Wellex Corporation 401(k) Plan grew sharply - up 16.7% during 2023, from $4M to $4M. Reported net income was $644K.
How have Wellex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellex Corporation's sponsor-wide assets grew 27.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Wellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jfc Engineers & Surveyors 401(k) Profit Sharing Plan in WY ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Wellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M 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 942863068.

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.