401(k) · DOL Form 5500 · 2023

Wellspire, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 336
Participants Below avg headcount: 31st
Percentile by assets National rank: $6,148
Avg per participant Low balance/head

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Official DOL plan name: Wellspire, LLC 401(k) Plan · Sponsored by Wellspire, LLC · Iowa · Healthcare & Social Assistance

$2M in assets, 336 participants

Wellspire, LLC's Wellspire, LLC 401(k) Plan reported $2M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#5,224 in Healthcare & Social Assistance (17,684 peers)

Wellspire, LLC multi-year trail

Wellspire, LLC's plans moved +42.0% in assets from 2022 to 2024; this filing shows Wellspire, LLC 401(k) Plan at $2M / 336 participants.

#5,224
in Healthcare & Social Assistance (17,684 peers): +25.0%
assets growth YoY

Wellspire, LLC 401(k) Plan among the smaller filed plans by assets

Wellspire, LLC 401(k) Plan vs every filed plan by assets

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

$2,065,694 31st percentile higher than 31% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wellspire, LLC 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. Wellspire, LLC 401(k) Plan sits mid-pack in the medium band (336 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wellspire, LLC 401(k) Plan reported net income rose from $127K in the plan year 2022 filing to $413K in the plan year 2023 filing.
Wellspire, LLC 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 336 in the plan year 2023 filing.
Wellspire, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833724025 · Wellspire, LLC PY 2023 · 401(k)

Wellspire, LLC 401(k) Plan · $2M · 336 · 31st

EOY $2M
5500 336
ASSETS 31st
PCT 401(k)
EIN near Saia Rpbs, LLC. 401(k) Plan
RANK ind #5224

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Wellspire, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wellspire, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 41.95195727706662% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	194	$2M
2023	1	336	$2M
2024	1	502	$2M

Wellspire, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$413K
Employer EIN	833724025
Plan Effective Date	2019-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Wellspire, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Wellspire, LLC 401(k) Plan side-by-side with 3 peers →

Wellspire, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Saia Rpbs, LLC. 401(k) Plan in LA ($2M); by covered participants it is Sports South 401(k) Plan in LA (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Saia Rpbs, LLC. 401(k) Plan (LA) $2M · 3
Columbia Academy 401(k) Plan (MD) $2M · 91
Jessco Electric, L.L.C. Profit Sharing Plan (AZ) $2M · 7
North American Services Inc 401(k) Profit Sharing Plan & Trust (CA) $2M · 75

Similar participant headcount

Nearest other-state filings by covered participants (336 participants); asset peers above are excluded.

Sports South 401(k) Plan (LA) 336 · 0 off
Boomers! Parks 401(k) Plan (CA) 336 · 0 off
Algood 401(k) Plan (KY) 336 · 0 off
C & K Holdings 401(k) Plan (IL) 336 · 0 off

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 Wellspire, LLC 401(k) Plan assets move in 2023? ▼

Wellspire, LLC 401(k) Plan grew sharply - up 25.0% during 2023, from $2M to $2M. Reported net income was $413K.

How have Wellspire, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wellspire, LLC's sponsor-wide assets grew 42.0%, from $2M to $2M.

Which 401(k) plans are similar in size to Wellspire, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Saia Rpbs, LLC. 401(k) Plan in LA ($2M, 3 participants).

Which 401(k) plans cover a similar participant headcount to Wellspire, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sports South 401(k) Plan in LA (336 participants, $24M 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 833724025.