401(k) · DOL Form 5500 · 2023
Wells Enterprises, Inc. 401(k) Plan
Data updated 2026-08-11
- $396M
- Total assets
- 3,998
- Participants
- 97th
- Percentile by assets
- $99,096
- Avg per participant
Official DOL plan name: Wells Enterprises, Inc. 401(k) Plan · Sponsored by Wells Enterprises, Inc. · Iowa · Manufacturing
$396M in assets, 3,998 participants
Wells Enterprises, Inc.'s Wells Enterprises, Inc. 401(k) Plan reported $396M in total assets and 3,998 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,784 in Manufacturing (18,722 peers)
Coverage in Iowa
Wells Enterprises, Inc. 401(k) Plan covers 3,998 participants in Iowa, 6.6x the typical Iowa plan (state average ~609 per filing). Assets: $396M.
- $396M
- total plan assets (2023 EOY)
- 3,998
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $99,096
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wells Enterprises, Inc. 401(k) Plan reported net income rose from -$67M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Wells Enterprises, Inc. 401(k) Plan end-of-year assets rose from $337M in the plan year 2022 filing to $396M in the plan year 2023 filing.
- Wells Enterprises, Inc. 401(k) Plan reported participants fell from 4,077 in the plan year 2022 filing to 3,998 in the plan year 2023 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Wells Enterprises, Inc. 401(k) Plan reports 3,998 participants - 6.6x that state average ($396M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $396M |
| Net Income | $59M |
| Employer EIN | 421080796 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells Enterprises, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,077 | $337M |
| 2023 | 1 | 3,998 | $396M |
| 2024 | 1 | 3,780 | $446M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wells Enterprises, Inc. 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wells Enterprises, Inc. 401(k) Plan by total assets, not by location.
- Phi Group, Inc. 401(k) Retirement Plan (LA) $396M · 1,986
- Shands Jacksonville Retirement Plan (FL) $396M · 4,980
- Electric Reliability Council of Texas 401(k) Savings Plan (TX) $396M · 784
- Loeb & Loeb LLP Profit Sharing and 401(k) Plan (CA) $396M · 715
Frequently Asked Questions
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Next read for Wells Enterprises, Inc. 401(k) Plan
Filing takeaways
Ways to act on Wells Enterprises, Inc. 401(k) Plan's numbers.
- By total assets, Wells Enterprises, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Wells Enterprises, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Manufacturing plans