Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Wellpoint Care Network 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wellpoint Care Network · Wisconsin · Healthcare & Social Assistance

What the 2023 filing shows

Wellpoint Care Network 403(b) Retirement Plan holds $25M for 308 participants — about $82,065 per participant, up 10.0% over the 2023 plan year.

$25M
total plan assets (2023 EOY)
308
covered participants
$82,065
avg assets per participant
+10.0%
assets growth YoY
Total Assets (2023)
$25M
Participants
308
State
Industry
Healthcare & Social Assistance

What the Filing Says About Wellpoint Care Network 403(b) Retirement Plan

Wellpoint Care Network 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Wellpoint Care Network, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 308 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391338354, and the plan has been effective since 1978-02-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2023 to $25M at year-end — a gain of 10.0%. Net assets (after liabilities) closed the year at $25M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN391338354
Plan Effective Date1978-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellpoint Care Network)

Year Plans Participants Total Assets
2022 1 304 $23M
2023 1 308 $25M
2024 1 339 $27M

Nearby Profit Sharing Plans in Wisconsin

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Frequently Asked Questions

How much money is in the Wellpoint Care Network 403(b) Retirement Plan?
As of the 2023 Form 5500 filing, Wellpoint Care Network 403(b) Retirement Plan holds $25M in total assets with 308 participants. It is sponsored by Wellpoint Care Network.
What type of plan is Wellpoint Care Network 403(b) Retirement Plan?
Wellpoint Care Network 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1978-02-02. The plan is filed with the U.S. Department of Labor under EIN 391338354.
Who sponsors the Wellpoint Care Network 403(b) Retirement Plan?
Wellpoint Care Network 403(b) Retirement Plan is sponsored by Wellpoint Care Network, located in Wisconsin. The sponsor's EIN is 391338354 and the plan operates in the Healthcare & Social Assistance industry.
How did Wellpoint Care Network 403(b) Retirement Plan perform in 2023?
Wellpoint Care Network 403(b) Retirement Plan grew by 10.0% during 2023, moving from $23M to $25M in total assets. Net income was $2M.
Where can I find official filings for Wellpoint Care Network 403(b) Retirement Plan?
Official Form 5500 filings for Wellpoint Care Network 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391338354 or plan name at efast.dol.gov.
How does Wellpoint Care Network 403(b) Retirement Plan compare to other plans?
You can compare Wellpoint Care Network 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391338354.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.