401(k) · DOL Form 5500 · 2023

Wellmore, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
232
Participants Below avg headcount
57th
Percentile by assets National rank
$40,834
Avg per participant Low balance/head
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Official DOL plan name: Wellmore, Inc. 401(k) and Profit Sharing Plan · Sponsored by Wellmore, Inc. · Connecticut · Healthcare & Social Assistance

$9M in assets, 232 participants

Wellmore, Inc.'s Wellmore, Inc. 401(k) and Profit Sharing Plan reported $9M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,147 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Wellmore, Inc. 401(k) and Profit Sharing Plan covers 232 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#11,147
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Wellmore, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wellmore, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,473,555 Top 43% higher than 57% 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

Wellmore, Inc. 401(k) and Profit Sharing 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. Wellmore, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellmore, Inc. 401(k) and Profit Sharing Plan reported net income rose from $33K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wellmore, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wellmore, Inc. 401(k) and Profit Sharing Plan reported participants rose from 219 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060669107 · Wellmore, Inc. PY 2023 · 401(k)

Wellmore, Inc. 401(k) and Profit Sharing Plan · $9M · 232 · 57th

  • PART $9M
  • PART 232
  • PART 57th
  • PART 401(k)
  • PART near Texas Scenic Company, Inc. 401(k) Plan
  • PART ind #11147

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 Connecticut →

Wellmore, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Wellmore, Inc. 401(k) and Profit Sharing PlanWellmore, Inc. 401(k) and Pr…$9MTexas Scenic Company, Inc. 401(k) PlanTexas Scenic Company, Inc. 4…$9MPush, Inc. 401(k) Plan$9MHsf Enterprises, Inc. 401(k) Profit Sharing Plan and TrustHsf Enterprises, Inc. 401(k)…$9MBond & Pecaro, Inc. 401(k) Retirement PlanBond & Pecaro, Inc. 401(k) R…$9M
End-of-year total assets ($M) among Wellmore, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN060669107
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellmore, Inc.)

Sponsor-wide plan assets over time

All Wellmore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.987954523114613% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.46M $10.7M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 219 $8M
2023 1 232 $9M
2024 1 279 $11M

Nearby 401(k) Plans in Connecticut

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

Wellmore, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wellmore, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.009473555 · Participants: 232Wellmore, Inc. 401(k) and Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Wellmore, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Wellmore, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Wellmore, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Texas Scenic Company, Inc. 401(k) Plan in TX ($9M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Wellmore, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Wellmore, Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 11.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Wellmore, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellmore, Inc.'s sponsor-wide assets grew 26.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Wellmore, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Scenic Company, Inc. 401(k) Plan in TX ($9M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Wellmore, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 060669107.

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.