401(k) · DOL Form 5500 · 2023

Wellbiz Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
137
Participants Small participant base
57th
Percentile by assets National rank
$68,758
Avg per participant Below avg balance/head
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Official DOL plan name: Wellbiz Brands, Inc. 401(k) Plan · Sponsored by Wellbiz Brands, Inc. · Colorado · Retail Trade

$9M in assets, 137 participants

Wellbiz Brands, Inc.'s Wellbiz Brands, Inc. 401(k) Plan reported $9M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,717 in Retail Trade (8,414 peers)

Coverage in Colorado

Wellbiz Brands, Inc. 401(k) Plan covers 137 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $9M.

#5,717
in Retail Trade (8,414 peers)
+29.9%
assets growth YoY

Wellbiz Brands, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wellbiz Brands, Inc. 401(k) Plan vs every filed plan by assets

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

$9,419,811 Top 43% higher than 57% 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

Wellbiz Brands, 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. Wellbiz Brands, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellbiz Brands, Inc. 401(k) Plan reported net income rose from -$100K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wellbiz Brands, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wellbiz Brands, Inc. 401(k) Plan reported participants fell from 155 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205166132 · Wellbiz Brands, Inc. PY 2023 · 401(k)

Wellbiz Brands, Inc. 401(k) Plan · $9M · 137 · 57th

  • EIN $9M
  • EIN 137
  • EIN 57th
  • EIN 401(k)
  • EIN near Phononic Inc
  • EIN ind #5717

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 Retail Trade retirement plans → · Plans in Colorado →

Wellbiz Brands, Inc. 401(k) Plan in the asset neighbourhood

Wellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$9MPhononic Inc$9MUnited Alloy, Inc. 401(k) Employee Savings PlanUnited Alloy, Inc. 401(k) Em…$9MCogito Corporation, Inc. 401(k) Retirement PlanCogito Corporation, Inc. 401…$9MFnbt Bancshares, Perry, Ok, Inc. 401(k) Employee Stock Ownership PlanFnbt Bancshares, Perry, Ok, …$9M
End-of-year total assets ($M) among Wellbiz Brands, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN205166132
Plan Effective Date2009-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellbiz Brands, Inc.)

Sponsor-wide plan assets over time

All Wellbiz Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.739831232937156% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.25M $9.12M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 155 $7M
2023 1 137 $9M
2024 1 135 $9M

Nearby 401(k) Plans in Colorado

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

Wellbiz Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Wellbiz Brands, Inc. 401(k) Plan, Total assets ($B): 0.009419811 · Participants: 137Wellbiz Brands, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Wellbiz Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wellbiz Brands, Inc. 401(k) Plan side-by-side with 3 peers →

Wellbiz Brands, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Phononic Inc in NC ($9M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Wellbiz Brands, Inc. 401(k) Plan assets move in 2023? ▼
Wellbiz Brands, Inc. 401(k) Plan grew sharply - up 29.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Wellbiz Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbiz Brands, Inc.'s sponsor-wide assets grew 25.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Wellbiz Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phononic Inc in NC ($9M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Wellbiz Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 205166132.

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.