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
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
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.
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
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
| 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 EIN | 570524661 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Vph Retirement Savings Plan (PR) 250 · 0 off
- Carmen High School 403(b) Plan (WI) 250 · 0 off
- Committee for Children 403(b) Retirement Savings Plan (WA) 249 · 1 off
- Heifer International 403(b) Plan (AR) 249 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.