401(k) · DOL Form 5500 · 2023

Well Luck Co., Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
115
Participants Small participant base
63rd
Percentile by assets National rank
$105,387
Avg per participant Below avg balance/head
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Official DOL plan name: Well Luck Co., Inc. 401(k) Plan · Sponsored by Well Luck Co., Inc. · New Jersey · Wholesale Trade

$12M in assets, 115 participants

Well Luck Co., Inc.'s Well Luck Co., Inc. 401(k) Plan reported $12M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,515 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Well Luck Co., Inc. 401(k) Plan covers 115 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#3,515
in Wholesale Trade (6,309 peers)
+22.9%
assets growth YoY

Well Luck Co., Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Well Luck Co., Inc. 401(k) Plan vs every filed plan by assets

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

$12,119,473 Top 37% higher than 63% 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 Luck Co., Inc. 401(k) 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 Luck Co., Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Well Luck Co., Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Well Luck Co., Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Well Luck Co., Inc. 401(k) Plan reported participants fell from 126 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222460489 · Well Luck Co., Inc. PY 2023 · 401(k)

Well Luck Co., Inc. 401(k) Plan · $12M · 115 · 63rd

  • 5500 $12M
  • 5500 115
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Common Cause Education Fund 401(k) Retirement Plan
  • 5500 ind #3515

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Well Luck Co., Inc. 401(k) Plan in the asset neighbourhood

Well Luck Co., Inc. 401(k) PlanWell Luck Co., Inc. 401(k) P…$12MCommon Cause Education Fund 401(k) Retirement PlanCommon Cause Education Fund …$12MInscripta 401(k) Plan$12MCaribou Medical Center Employee Retirement PlanCaribou Medical Center Emplo…$12MIl Fornaio 401(k) Retirement PlanIl Fornaio 401(k) Retirement…$12M
End-of-year total assets ($M) among Well Luck Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN222460489
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Well Luck Co., Inc.)

Sponsor-wide plan assets over time

All Well Luck Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.510567828397136% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.86M $14.9M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 126 $10M
2023 1 115 $12M
2024 1 123 $15M

Nearby 401(k) Plans in New Jersey

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

Well Luck Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Well Luck Co., Inc. 401(k) Plan, Total assets ($B): 0.012119473 · Participants: 115Well Luck Co., Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Well Luck Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Well Luck Co., Inc. 401(k) Plan side-by-side with 3 peers →

Well Luck Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Common Cause Education Fund 401(k) Retirement Plan in DC ($12M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Luck Co., Inc. 401(k) Plan assets move in 2023? ▼
Well Luck Co., Inc. 401(k) Plan grew sharply - up 22.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Well Luck Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well Luck Co., Inc.'s sponsor-wide assets grew 50.5%, from $10M to $15M.
Which 401(k) plans are similar in size to Well Luck Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Common Cause Education Fund 401(k) Retirement Plan in DC ($12M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Well Luck Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 222460489.

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.