401(k) · DOL Form 5500 · 2023

Wellspring Philanthropic Fund 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
136
Participants Small participant base
82nd
Percentile by assets National rank
$265,923
Avg per participant High balance/head
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Official DOL plan name: Wellspring Philanthropic Fund Retirement Plan · Sponsored by Wellspring Philanthropic Fund · New York · Other Services

$36M in assets, 136 participants

Wellspring Philanthropic Fund's Wellspring Philanthropic Fund Retirement Plan reported $36M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,173 in Other Services (7,857 peers)

Coverage in New York

Wellspring Philanthropic Fund Retirement Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $36M.

#7,173
in Other Services (7,857 peers)
+31.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wellspring Philanthropic Fund Retirement Plan's outsized position by total assets

Wellspring Philanthropic Fund Retirement Plan vs every filed plan by assets

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

$36,165,552 Top 18% higher than 82% 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

Wellspring Philanthropic Fund Retirement 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. Wellspring Philanthropic Fund Retirement Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellspring Philanthropic Fund Retirement Plan reported net income rose from -$121K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wellspring Philanthropic Fund Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Wellspring Philanthropic Fund Retirement Plan reported participants rose from 116 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223692921 · Wellspring Philanthropic Fund PY 2023 · 401(k)

Wellspring Philanthropic Fund Retirement Plan · $36M · 136 · 82nd

  • EOY $36M
  • 5500 136
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Tate Access Floors, Inc. Retirement Savings Plan
  • RANK ind #7173

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 Other Services retirement plans → · Plans in New York →

Wellspring Philanthropic Fund Retirement Plan in the asset neighbourhood

Wellspring Philanthropic Fund Retirement PlanWellspring Philanthropic Fun…$36MTate Access Floors, Inc. Retirement Savings PlanTate Access Floors, Inc. Ret…$36MDenso Ten America Limited 401(k) Shared Savings PlanDenso Ten America Limited 40…$36MEmcor Facilities Services, Inc. Field Employees' 401(k) PlanEmcor Facilities Services, I…$36MBitsight Technologies Retirement TrustBitsight Technologies Retire…$36M
End-of-year total assets ($M) among Wellspring Philanthropic Fund Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$9M
Employer EIN223692921
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellspring Philanthropic Fund)

Sponsor-wide plan assets over time

All Wellspring Philanthropic Fund plans reported in each filing year

Latest sponsor-wide plan assets
$45M 61.29085519085757% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.6M $44.5M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 116 $28M
2023 1 136 $36M
2024 1 146 $45M

Nearby 401(k) Plans in New York

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

Wellspring Philanthropic Fund Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wellspring Philanthropic Fund Retirement Plan, Total assets ($B): 0.036165552 · Participants: 136Wellspring Philanthropic Fund Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Wellspring Philanthropic Fund Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wellspring Philanthropic Fund Retirement Plan side-by-side with 3 peers →

Wellspring Philanthropic Fund Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tate Access Floors, Inc. Retirement Savings Plan in MD ($36M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Wellspring Philanthropic Fund Retirement Plan assets move in 2023? ▼
Wellspring Philanthropic Fund Retirement Plan surged - up 31.0% during 2023, from $28M to $36M. Reported net income was $9M.
How have Wellspring Philanthropic Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellspring Philanthropic Fund's sponsor-wide assets grew 61.3%, from $28M to $45M.
Where does Wellspring Philanthropic Fund Retirement Plan rank by assets among Form 5500 filers? ▼
Wellspring Philanthropic Fund Retirement Plan ranks in the 82nd 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 Wellspring Philanthropic Fund Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tate Access Floors, Inc. Retirement Savings Plan in MD ($36M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Wellspring Philanthropic Fund Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 223692921.

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.