Profit Sharing · DOL Form 5500 · 2023

Wesley Commons Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
250
Participants Below avg headcount
56th
Percentile by assets National rank
$36,222
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesley Commons 403(b) Retirement Savings Plan · Sponsored by Wesley Commons · South Carolina · Healthcare & Social Assistance

$9M in assets, 250 participants

Wesley Commons's Wesley Commons 403(b) Retirement Savings Plan reported $9M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,980 in Healthcare & Social Assistance (17,684 peers)

Wesley Commons multi-year trail

Wesley Commons's plans moved +31.2% in assets from 2022 to 2024; this filing shows Wesley Commons 403(b) Retirement Savings Plan at $9M / 250 participants.

#10,980
in Healthcare & Social Assistance (17,684 peers)
+21.8%
assets growth YoY

Wesley Commons 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wesley Commons 403(b) Retirement Savings Plan vs every filed plan by assets

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

$9,055,610 Top 44% higher than 56% 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

Wesley Commons 403(b) 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. Wesley Commons 403(b) Retirement Savings Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesley Commons 403(b) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wesley Commons 403(b) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wesley Commons 403(b) Retirement Savings Plan reported participants fell from 261 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570524661 · Wesley Commons PY 2023 · Profit Sharing

Wesley Commons 403(b) Retirement Savings Plan · $9M · 250 · 56th

  • PART $9M
  • TYPE 250
  • NET 56th
  • BOOK Profit Sharing
  • VS-ST near Kern Regional Center Defined Contribution Retirement Plan
  • BOY ind #10980

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 South Carolina →

Wesley Commons 403(b) Retirement Savings Plan in the asset neighbourhood

Upper Ohio Valley Laborers Security FundUpper Ohio Valley Laborers S…$9MIoditech, Inc. Employee Stock Ownership Fund & TrustIoditech, Inc. Employee Stoc…$9MWesley Commons 403(b) Retirement Savings PlanWesley Commons 403(b) Retire…$9MKern Regional Center Defined Contribution Retirement PlanKern Regional Center Defined…$9MK.a.R. Properties, Inc. Profit Sharing PlanK.a.R. Properties, Inc. Prof…$9M
End-of-year total assets ($M) among Wesley Commons 403(b) Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wesley Commons multi-year asset trail

Sponsor-wide plan assets over time

All Wesley Commons plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.214852598942578% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.44M $9.76M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 261 $7M
2023 1 250 $9M
2024 1 296 $10M

Wesley Commons filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN570524661
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wesley Commons 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Wesley Commons 403(b) Retirement Savings Plan, Total assets ($B): 0.00905561 · Participants: 250Wesley Commons 403(b) Retirement Savings PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Wesley Commons 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Wesley Commons 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Kern Regional Center Defined Contribution Retirement Plan in CA ($9M); by covered participants it is Vph Retirement Savings Plan in PR (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Wesley Commons 403(b) Retirement Savings Plan assets move in 2023?
Wesley Commons 403(b) Retirement Savings Plan grew sharply - up 21.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Wesley Commons plan assets changed over time?
Across 3 plan years on file (2022-2024), Wesley Commons's sponsor-wide assets grew 31.2%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Wesley Commons 403(b) Retirement Savings Plan?
Among Profit Sharing plans in other states, the closest by assets is Kern Regional Center Defined Contribution Retirement Plan in CA ($9M, 299 participants).
Which Profit Sharing plans cover a similar participant headcount to Wesley Commons 403(b) Retirement Savings Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Vph Retirement Savings Plan in PR (250 participants, $5M in assets).