401(k) · DOL Form 5500 · 2023
Wellnest Emotional Health & Wellness 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $64,861
- Avg per participant Low balance/head
Official DOL plan name: Wellnest 401(k) Plan · Sponsored by Wellnest Emotional Health & Wellness · California · Healthcare & Social Assistance
$15M in assets, 236 participants
Wellnest Emotional Health & Wellness's Wellnest 401(k) Plan reported $15M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,837 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Wellnest 401(k) Plan covers 236 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $15M.
- #12,837
- in Healthcare & Social Assistance (17,684 peers)
- +30.8%
- assets growth YoY
Wellnest 401(k) Plan's outsized position by total assets
Wellnest 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,307,132 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wellnest 401(k) 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. Wellnest 401(k) Plan sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellnest 401(k) Plan reported net income rose from -$568K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wellnest 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Wellnest 401(k) Plan reported participants fell from 241 in the plan year 2022 filing to 236 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951690974 · Wellnest Emotional Health & Wellness PY 2023 · 401(k)
Wellnest 401(k) Plan · $15M · 236 · 68th
- EBSA $15M
- EBSA 236
- EBSA 68th
- EBSA 401(k)
- EBSA near Cardinal Group Management 401(k) Plan
- EBSA ind #12837
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 →
Wellnest 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 951690974 |
| Plan Effective Date | 2009-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellnest Emotional Health & Wellness)
Sponsor-wide plan assets over time
All Wellnest Emotional Health & Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 53.54832441173738% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $12M |
| 2023 | 1 | 236 | $15M |
| 2024 | 1 | 229 | $18M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Wellnest 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cardinal Group Management 401(k) Plan in CO ($15M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cardinal Group Management 401(k) Plan (CO) $15M · 910
- Mech-Tronics Employees' Profit Sharing and Retirement Plan (IL) $15M · 88
- Dix 1898, Inc. 401(k) Plan (OH) $15M · 80
- Iisscc, Inc. 401(k) Retirement Plan (VA) $15M · 185
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- Cap Government Retirement Plan (FL) 236 · 0 off
- Curo Management LLC 401(k) Plan (KS) 236 · 0 off
- Genon Energy Employee Savings Plan (TX) 236 · 0 off
- Huck Finn Clothes, Inc. 401(k) Plan (NY) 236 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.