401(k) · DOL Form 5500 · 2023

Wellen Construction Co., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
33rd
Percentile by assets National rank
$75,243
Avg per participant Below avg balance/head
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Official DOL plan name: Wellen Construction Co., Inc. 401(k) Plan · Sponsored by Wellen Construction Co., Inc. · Massachusetts · Construction

$3M in assets, 34 participants

Wellen Construction Co., Inc.'s Wellen Construction Co., Inc. 401(k) Plan reported $3M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,823 in Construction (9,030 peers)

Wellen Construction Co., Inc. multi-year trail

Wellen Construction Co., Inc.'s plans moved +10.9% in assets from 2023 to 2024; this filing shows Wellen Construction Co., Inc. 401(k) Plan at $3M / 34 participants.

#2,823
in Construction (9,030 peers)
-2.7%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellen Construction Co., Inc. 401(k) Plan among the smaller filed plans by assets

Wellen Construction Co., Inc. 401(k) Plan vs every filed plan by assets

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

$2,558,271 33rd percentile higher than 33% 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

Wellen Construction Co., Inc. 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. Wellen Construction Co., Inc. 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042851356 · Wellen Construction Co., Inc. PY 2023 · 401(k)

Wellen Construction Co., Inc. 401(k) Plan · $3M · 34 · 33rd

  • NET $3M
  • NET 34
  • NET 33rd
  • NET 401(k)
  • NET near Buffington Mohr Mcneal 401(k) Profit Sharing Plan
  • NET ind #2823

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 Construction retirement plans → · Plans in Massachusetts →

Wellen Construction Co., Inc. 401(k) Plan in the asset neighbourhood

Wellen Construction Co., Inc. 401(k) PlanWellen Construction Co., Inc…$3MBuffington Mohr Mcneal 401(k) Profit Sharing PlanBuffington Mohr Mcneal 401(k…$3MRp Design & Management LLC 401(k) Profit Sharing Plan and TrustRp Design & Management LLC 4…$3MCustom Engineered Wheels, Inc. 401(k) Profit Sharing PlanCustom Engineered Wheels, In…$3MViome Life Sciences, Inc. 401(k) PlanViome Life Sciences, Inc. 40…$3M
End-of-year total assets ($M) among Wellen Construction Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wellen Construction Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellen Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.893490173636804% vs 2023
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 20232024 $2.56M $2.84M ▲ +10.9%
Year Plans Participants Total Assets
2023 1 34 $3M
2024 1 37 $3M

Wellen Construction Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$70K
Employer EIN042851356
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wellen Construction Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wellen Construction Co., Inc. 401(k) Plan, Total assets ($B): 0.002558271 · Participants: 34Wellen Construction Co., Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wellen Construction Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Buffington Mohr Mcneal 401(k) Profit Sharing Plan in ID ($3M); by covered participants it is A. C. R. Systems Savings and Retirement Plan in PR (34 participants). Same-state nearby plans are listed separately above.

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 Wellen Construction Co., Inc. 401(k) Plan assets move in 2023?
Wellen Construction Co., Inc. 401(k) Plan edged down modestly - down 2.7% during 2023, from $3M to $3M. Reported net income was -$70K.
How have Wellen Construction Co., Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Wellen Construction Co., Inc.'s sponsor-wide assets grew 10.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Wellen Construction Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Buffington Mohr Mcneal 401(k) Profit Sharing Plan in ID ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Wellen Construction Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is A. C. R. Systems Savings and Retirement Plan in PR (34 participants, $664K in assets).