401(k) · DOL Form 5500 · 2023

Well Care Health, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
593
Participants Below avg headcount
63rd
Percentile by assets National rank
$21,138
Avg per participant Low balance/head
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Official DOL plan name: Well Care Home Health Care Retirement Savings Plan · Sponsored by Well Care Health, LLC · North Carolina · Healthcare & Social Assistance

$13M in assets, 593 participants

Well Care Health, LLC's Well Care Home Health Care Retirement Savings Plan reported $13M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,170 in Healthcare & Social Assistance (17,684 peers)

Well Care Health, LLC multi-year trail

Well Care Health, LLC's plans moved +64.5% in assets from 2022 to 2024; this filing shows Well Care Home Health Care Retirement Savings Plan at $13M / 593 participants.

#12,170
in Healthcare & Social Assistance (17,684 peers)
+31.0%
assets growth YoY

Well Care Home Health Care Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Well Care Home Health Care Retirement Savings Plan vs every filed plan by assets

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

$12,534,801 Top 37% higher than 63% 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

Well Care Home Health Care Retirement Savings 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. Well Care Home Health Care Retirement Savings Plan sits mid-pack in the medium band (593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Well Care Home Health Care Retirement Savings Plan reported net income rose from -$506K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Well Care Home Health Care Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Well Care Home Health Care Retirement Savings Plan reported participants fell from 600 in the plan year 2022 filing to 593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841666686 · Well Care Health, LLC PY 2023 · 401(k)

Well Care Home Health Care Retirement Savings Plan · $13M · 593 · 63rd

  • BOOK $13M
  • BOOK 593
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan
  • BOOK ind #12170

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 North Carolina →

Well Care Home Health Care Retirement Savings Plan in the asset neighbourhood

Power Specialists Assoc., Inc. 401(k) Retirement PlanPower Specialists Assoc., In…$13MOllion 401(k) Plan$13MDynex 401(k) Plan$13MWell Care Home Health Care Retirement Savings PlanWell Care Home Health Care R…$13MShuman Physical Therapy Assoc. 401(k) Profit Sharing PlanShuman Physical Therapy Asso…$13M
End-of-year total assets ($M) among Well Care Home Health Care Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Well Care Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Well Care Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 64.45021395862271% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.57M $15.7M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 600 $10M
2023 1 593 $13M
2024 1 493 $16M

Well Care Health, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN841666686
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Well Care Home Health Care Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Well Care Home Health Care Retirement Savings Plan, Total assets ($B): 0.012534801 · Participants: 593Well Care Home Health Care Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Well Care Home Health Care Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Well Care Home Health Care Retirement Savings Plan side-by-side with 3 peers →

Well Care Home Health Care Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan in NY ($13M); by covered participants it is The Dewinter Group 401(k) Plan in CA (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (593 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 Well Care Home Health Care Retirement Savings Plan assets move in 2023? ▼
Well Care Home Health Care Retirement Savings Plan surged - up 31.0% during 2023, from $10M to $13M. Reported net income was $3M.
How have Well Care Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well Care Health, LLC's sponsor-wide assets grew 64.5%, from $10M to $16M.
Which 401(k) plans are similar in size to Well Care Home Health Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan in NY ($13M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Well Care Home Health Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dewinter Group 401(k) Plan in CA (593 participants, $20M 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 841666686.

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.