Profit Sharing · DOL Form 5500 · 2023

Wellons Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
184
Participants Below avg headcount
85th
Percentile by assets National rank
$259,810
Avg per participant Above avg balance/head
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Official DOL plan name: Wellons Group, Inc. Profit Sharing Plan and Trust · Sponsored by Wellons Group, Inc. · Washington · Manufacturing

$48M in assets, 184 participants

Wellons Group, Inc.'s Wellons Group, Inc. Profit Sharing Plan and Trust reported $48M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,695 in Manufacturing (18,722 peers)

Coverage in Washington

Wellons Group, Inc. Profit Sharing Plan and Trust covers 184 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $48M.

#14,695
in Manufacturing (18,722 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wellons Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Wellons Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$47,805,033 Top 15% higher than 85% 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

Wellons Group, Inc. Profit Sharing Plan and Trust 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. Wellons Group, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellons Group, Inc. Profit Sharing Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wellons Group, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $43M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Wellons Group, Inc. Profit Sharing Plan and Trust reported participants rose from 178 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271458904 · Wellons Group, Inc. PY 2023 · Profit Sharing

Wellons Group, Inc. Profit Sharing Plan and Trust · $48M · 184 · 85th

  • PCT $48M
  • EIN 184
  • RANK 85th
  • PHOTO Profit Sharing
  • IND near Casa Colina, Inc. 403(b) Retirement Plan
  • EOY ind #14695

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 Washington →

Wellons Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Judge Rotenberg Educational Center, Inc. RetiremenJudge Rotenberg Educational …$48MCasa Colina, Inc. 403(b) Retirement PlanCasa Colina, Inc. 403(b) Ret…$48MWellons Group, Inc. Profit Sharing Plan and TrustWellons Group, Inc. Profit S…$48MPharmachem Laboratories, Inc. Profit Sharing PlanPharmachem Laboratories, Inc…$48MNECA-IBEW 1205 Pension Fund$48M
End-of-year total assets ($M) among Wellons Group, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN271458904
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellons Group, Inc.)

Sponsor-wide plan assets over time

All Wellons Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 4.66175846722857% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43.5M $45.5M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 178 $43M
2023 1 184 $48M
2024 1 202 $45M

Nearby Profit Sharing Plans in Washington

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

Wellons Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0200400600800 Total assets ($M) Participants Wellons Group, Inc. Profit Sharing Plan and Trust, Total assets ($M): 47.805033 · Participants: 184Wellons Group, Inc. Profit Sharing Plan and TrustBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Wellons Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Wellons Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Wellons Group, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($48M); by covered participants it is Riley Industrial Profit Sharing Plan in NM (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Wellons Group, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Wellons Group, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 10.0% during 2023, from $43M to $48M. Reported net income was $4M.
How have Wellons Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellons Group, Inc.'s sponsor-wide assets grew 4.7%, from $43M to $45M.
Where does Wellons Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wellons Group, Inc. Profit Sharing Plan and Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Wellons Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($48M, 1,064 participants).
Which Profit Sharing plans cover a similar participant headcount to Wellons Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Riley Industrial Profit Sharing Plan in NM (184 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 271458904.

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.