401(k) · DOL Form 5500 · 2023
Wellpath Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $256M
- Total assets Near avg plan size
- 11,221
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $22,803
- Avg per participant Low balance/head
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.
- #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.
- #16,990
- in Healthcare & Social Assistance (17,684 peers)
- +21.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Wellpath 401(k) Plan's outsized position by total assets
Wellpath 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$255,868,818 Top 4% higher than 96% 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
Wellpath 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellpath 401(k) Plan is a mega filing (11,221 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 831316669 · Wellpath Holdings, Inc. PY 2023 · 401(k)
Wellpath 401(k) Plan · $256M · 11,221 · 96th
- SCH $256M
- EBSA 11,221
- PART 96th
- TYPE 401(k)
- NET near Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan
- BOOK ind #16990
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 Tennessee →
Wellpath 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | $46M |
| Employer EIN | 831316669 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellpath Holdings, Inc.)
Sponsor-wide plan assets over time
All Wellpath Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $286M 35.83943187055908% vs 2022
- 2024 filing year
| 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.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
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:
- Wellpath 401(k) Plan (401(k), $286M, 14,314 participants)
Wellpath 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan in TX ($256M); by covered participants it is Lvmh Affiliates' 401(k) Plan in NY (11,214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($256M here).
- Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan (TX) $256M · 3,219
- Select Rehabilitation, LLC 401(k) Plan and Trust (IL) $256M · 13,024
- Starfish Holdings 401(k) Retirement Plan (AL) $256M · 1,391
- American Consolidated Natural Resources, Inc. Savings and Security Plan (OH) $256M · 1,913
Similar participant headcount
Nearest other-state filings by covered participants (11,221 participants); asset peers above are excluded.
- Lvmh Affiliates' 401(k) Plan (NY) 11,214 · 7 off
- Hgv Retirement Savings Plan (FL) 11,232 · 11 off
- Pappas Restaurants 401(k) Plan (TX) 11,234 · 13 off
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan (WI) 11,236 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.