401(k) · DOL Form 5500 · 2023

Welldyne Rx 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
509
Participants Below avg headcount
78th
Percentile by assets National rank
$53,690
Avg per participant Low balance/head
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Official DOL plan name: Welldyne Rx 401(k) Retirement Plan Plan · Sponsored by Welldyne Rx · Florida · Retail Trade

$27M in assets, 509 participants

Welldyne Rx's Welldyne Rx 401(k) Retirement Plan Plan reported $27M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,280 in Retail Trade (8,414 peers)

Where Welldyne Rx 401(k) Retirement Plan Plan sits by assets

Welldyne Rx 401(k) Retirement Plan Plan sits in the top quartile of all filed plans by assets, $27M for 509 participants (~$53,690/participant), up 21.1% in 2023.

#7,280
in Retail Trade (8,414 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Welldyne Rx 401(k) Retirement Plan Plan's outsized position by total assets

Welldyne Rx 401(k) Retirement Plan Plan vs every filed plan by assets

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

$27,328,264 Top 22% higher than 78% 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

Welldyne Rx 401(k) Retirement Plan 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. Welldyne Rx 401(k) Retirement Plan Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welldyne Rx 401(k) Retirement Plan Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Welldyne Rx 401(k) Retirement Plan Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Welldyne Rx 401(k) Retirement Plan Plan reported participants fell from 636 in the plan year 2022 filing to 509 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841515837 · Welldyne Rx PY 2023 · 401(k)

Welldyne Rx 401(k) Retirement Plan Plan · $27M · 509 · 78th

  • 5500 $27M
  • 5500 509
  • 5500 78th
  • 5500 401(k)
  • 5500 near The Summit Federal Credit Union 401(k) Plan
  • 5500 ind #7280

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 Florida →

Welldyne Rx 401(k) Retirement Plan Plan in the asset neighbourhood

Welldyne Rx 401(k) Retirement Plan PlanWelldyne Rx 401(k) Retiremen…$27MThe Summit Federal Credit Union 401(k) PlanThe Summit Federal Credit Un…$27MAcp Creativit, LLC 401(k) PlanAcp Creativit, LLC 401(k) Pl…$27MT. & G. Industries, Inc. 401(k) Profit Sharing Plan and TrustT. & G. Industries, Inc. 401…$27MWatertown Savings Bank 401(k) Retirement PlanWatertown Savings Bank 401(k…$27M
End-of-year total assets ($M) among Welldyne Rx 401(k) Retirement Plan Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN841515837
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welldyne Rx)

Sponsor-wide plan assets over time

All Welldyne Rx plans reported in each filing year

Latest sponsor-wide plan assets
$33M 44.72024980015881% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $32.7M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 636 $23M
2023 1 509 $27M
2024 1 650 $33M

Nearby 401(k) Plans in Florida

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

Welldyne Rx 401(k) Retirement Plan Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Welldyne Rx 401(k) Retirement Plan Plan, Total assets ($B): 0.027328264 · Participants: 509Welldyne Rx 401(k) Retirement Plan PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Welldyne Rx 401(k) Retirement Plan Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Welldyne Rx 401(k) Retirement Plan Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is The Summit Federal Credit Union 401(k) Plan in NY ($27M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Welldyne Rx 401(k) Retirement Plan Plan assets move in 2023? ▼
Welldyne Rx 401(k) Retirement Plan Plan grew sharply - up 21.1% during 2023, from $23M to $27M. Reported net income was $5M.
How have Welldyne Rx plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welldyne Rx's sponsor-wide assets grew 44.7%, from $23M to $33M.
Where does Welldyne Rx 401(k) Retirement Plan Plan rank by assets among Form 5500 filers? ▼
Welldyne Rx 401(k) Retirement Plan Plan ranks in the 78th 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 Welldyne Rx 401(k) Retirement Plan Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Summit Federal Credit Union 401(k) Plan in NY ($27M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Welldyne Rx 401(k) Retirement Plan Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strongmind, Inc. 401(k) Plan in AZ (509 participants, $15M 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 841515837.

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.