401(k) · DOL Form 5500 · 2023

Welbehealth LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,063
Participants Near avg headcount
76th
Percentile by assets National rank
$22,810
Avg per participant Low balance/head
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Official DOL plan name: Welbehealth 401(k) Plan · Sponsored by Welbehealth LLC · California · Healthcare & Social Assistance

$24M in assets, 1,063 participants

Welbehealth LLC's Welbehealth 401(k) Plan reported $24M in total assets and 1,063 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,100 in Healthcare & Social Assistance (17,684 peers)

Where Welbehealth 401(k) Plan sits by assets

Welbehealth 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 1,063 participants (~$22,810/participant), up 126.7% in 2023.

#14,100
in Healthcare & Social Assistance (17,684 peers)
+126.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Welbehealth 401(k) Plan's outsized position by total assets

Welbehealth 401(k) Plan vs every filed plan by assets

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

$24,247,119 Top 24% higher than 76% 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

Welbehealth 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welbehealth 401(k) Plan lands in the large band (1,063 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welbehealth 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Welbehealth 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Welbehealth 401(k) Plan reported participants rose from 655 in the plan year 2022 filing to 1,063 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474992647 · Welbehealth LLC PY 2023 · 401(k)

Welbehealth 401(k) Plan · $24M · 1,063 · 76th

  • IND $24M
  • EOY 1,063
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Neurological Surgery, P.C. Retirement Trust
  • EIN ind #14100

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 California →

Welbehealth 401(k) Plan in the asset neighbourhood

Welbehealth 401(k) Plan$24MNeurological Surgery, P.C. Retirement TrustNeurological Surgery, P.C. R…$24MItalmatch USA 401(k) Plan$24MBuckeye Power Sales Co., Inc. 401(k) PlanBuckeye Power Sales Co., Inc…$24MPhysicians Pharmacy Direction Retirement Plan for Self-EmployedPhysicians Pharmacy Directio…$24M
End-of-year total assets ($M) among Welbehealth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$24M
Net Income$14M
Employer EIN474992647
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welbehealth LLC)

Sponsor-wide plan assets over time

All Welbehealth LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 269.0777038375801% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $10.7M $39.5M ▲ +269.0%
Year Plans Participants Total Assets
2022 1 655 $11M
2023 1 1,063 $24M
2024 1 1,502 $39M

Nearby 401(k) Plans in California

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

Welbehealth 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Welbehealth 401(k) Plan, Total assets ($B): 0.024247119 · Participants: 1063Welbehealth 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Welbehealth 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Welbehealth 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Neurological Surgery, P.C. Retirement Trust in NY ($24M); by covered participants it is Vestcom Parent Holdings, Inc. Savings for Retirement Plan in AR (1,063 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,063 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 Welbehealth 401(k) Plan assets move in 2023? ▼
Welbehealth 401(k) Plan surged - up 126.7% during 2023, from $11M to $24M. Reported net income was $14M.
How have Welbehealth LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welbehealth LLC's sponsor-wide assets grew 269.1%, from $11M to $39M.
Where does Welbehealth 401(k) Plan rank by assets among Form 5500 filers? ▼
Welbehealth 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Welbehealth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neurological Surgery, P.C. Retirement Trust in NY ($24M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Welbehealth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vestcom Parent Holdings, Inc. Savings for Retirement Plan in AR (1,063 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 474992647.

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.