401(k) · DOL Form 5500 · 2023

Wellpath Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$256M
Total assets
11,221
Participants
96th
Percentile by assets
$22,803
Avg per participant
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Official DOL plan name: Wellpath 401(k) Plan · Sponsored by Wellpath Holdings, Inc. · Tennessee · Healthcare & Social Assistance

$256M in assets, 11,221 participants

Wellpath Holdings, Inc.'s Wellpath 401(k) Plan reported $256M in total assets and 11,221 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #16,990 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Wellpath 401(k) Plan covers 11,221 participants in Tennessee, 10.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $256M.

$256M
total plan assets (2023 EOY)
11,221
covered participants
96th
percentile by assets (of 127,072 plans)
$22,803
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellpath 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Wellpath 401(k) Plan end-of-year assets rose from $210M in the plan year 2022 filing to $256M in the plan year 2023 filing.
  • Wellpath 401(k) Plan reported participants rose from 10,750 in the plan year 2022 filing to 11,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Wellpath 401(k) Plan reports 11,221 participants - 10.0x that state average ($256M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$256M
Net Income$46M
Employer EIN831316669
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellpath Holdings, Inc.)

$200M$250M$300M 202220232024 $210M $286M ▲ +35.8%
Total plan assets by year, all Wellpath Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 10,750 $210M
2023 1 11,221 $256M
2024 1 14,314 $286M

Nearby 401(k) Plans in Tennessee

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

Wellpath 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Wellpath 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Wellpath 401(k) PlanFedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Wellpath 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Scale composition for Wellpath 401(k) Plan

Wellpath 401(k) Plan reports $256M in end-of-year assets across 11,221 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $22,803 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $46M.

This plan identity (EIN 831316669, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $210M to $286M (+35.8%) while covered participants moved from 10,750 to 14,314 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,750 $210M Open filing
2023 11,221 $256M This page
2024 · index core 14,314 $286M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wellpath 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wellpath 401(k) Plan assets move in 2023?
Wellpath 401(k) Plan grew sharply - up 21.6% during 2023, from $210M to $256M. Reported net income was $46M.
How have Wellpath Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wellpath Holdings, Inc.'s sponsor-wide assets grew 35.8%, from $210M to $286M.
Where does Wellpath 401(k) Plan rank by assets among Form 5500 filers?
Wellpath 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wellpath 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX ($256M, 3,219 participants).

Filing takeaways

Ways to act on Wellpath 401(k) Plan's numbers.