Profit Sharing · DOL Form 5500 · 2023

Welcourt Inc. Profit Sharing Plan

Data updated 2026-08-25

$136K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$68,081
Avg per participant Below avg balance/head
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Official DOL plan name: Welcourt Inc. Retirement Plan · Sponsored by Welcourt Inc. · Texas · Manufacturing

$136K in assets, 2 participants

Welcourt Inc.'s Welcourt Inc. Retirement Plan reported $136K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #586 in Manufacturing (18,722 peers)

Welcourt Inc. multi-year trail

Welcourt Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Welcourt Inc. Retirement Plan at $136K / 2 participants.

#586
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY

Welcourt Inc. Retirement Plan among the smaller filed plans by assets

Welcourt Inc. Retirement Plan vs every filed plan by assets

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

$136,161 8th percentile higher than 8% 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

Welcourt Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welcourt Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welcourt Inc. Retirement Plan reported net income rose from -$236K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Welcourt Inc. Retirement Plan end-of-year assets rose from $114K in the plan year 2022 filing to $136K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 873054445 · Welcourt Inc. PY 2023 · Profit Sharing

Welcourt Inc. Retirement Plan · $136K · 2 · 8th

  • PCT $136K
  • PCT 2
  • PCT 8th
  • PCT Profit Sharing
  • PCT near Businessquest Brokers, Inc. Retirement Plan
  • PCT ind #586

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 Texas →

Welcourt Inc. Retirement Plan in the asset neighbourhood

Welcourt Inc. Retirement Plan$136KBusinessquest Brokers, Inc. Retirement PlanBusinessquest Brokers, Inc. …$136KCamp-N-Cabins Inc. Retirement PlanCamp-N-Cabins Inc. Retiremen…$136KBrooklyn Village Ventures Inc. Retirement PlanBrooklyn Village Ventures In…$136KLaurie Bosch Inc. Retirement PlanLaurie Bosch Inc. Retirement…$136K
End-of-year total assets ($M) among Welcourt Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Welcourt Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Welcourt Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143K 25.026641742806728% vs 2022
2024 filing year
$0.1M$0.11M$0.12M$0.13M$0.14M$0.15M 202220232024 $0.11M $0.14M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 2 $114K
2023 1 2 $136K
2024 1 2 $143K

Welcourt Inc. filing trail (2023)

Total Assets (Beginning of Year)$114K
Net Assets (End of Year)$136K
Net Income$22K
Employer EIN873054445
Plan Effective Date2021-10-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Welcourt Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Welcourt Inc. Retirement Plan, Total assets ($B): 0.000136161 · Participants: 2Welcourt Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Welcourt Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Welcourt Inc. Retirement Plan side-by-side with 3 peers →

Welcourt Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Businessquest Brokers, Inc. Retirement Plan in CA ($136K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Welcourt Inc. Retirement Plan assets move in 2023? ▼
Welcourt Inc. Retirement Plan grew sharply - up 18.9% during 2023, from $114K to $136K. Reported net income was $22K.
How have Welcourt Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welcourt Inc.'s sponsor-wide assets grew 25.0%, from $114K to $143K.
Where does Welcourt Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Welcourt Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Welcourt Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Businessquest Brokers, Inc. Retirement Plan in CA ($136K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Welcourt Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 873054445.

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.