Profit Sharing · DOL Form 5500 · 2023

D E Welch, Inc. Profit Sharing Plan

Data updated 2026-08-25

$242K
Total assets Small plan by assets: N/A
Participants Small participant base: 12th
Percentile by assets National rank

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Official DOL plan name: D E Welch Profit Sharing Plan & Trust · Sponsored by D E Welch, Inc. · North Carolina · Educational Services

$242K in assets, N/A participants

D E Welch, Inc.'s D E Welch Profit Sharing Plan & Trust reported $242K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#336 in Educational Services (3,735 peers)

What the 2023 filing shows

D E Welch Profit Sharing Plan & Trust holds $242K for N/A participants, among the smaller plans by assets on file.

#336
in Educational Services (3,735 peers): +0.5%
assets growth YoY

D E Welch Profit Sharing Plan & Trust among the smaller filed plans by assets

D E Welch Profit Sharing Plan & Trust vs every filed plan by assets

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

$241,564 12th percentile higher than 12% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

D E Welch Profit Sharing Plan & Trust reported net income rose from $732 in the plan year 2022 filing to $1K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561372974 · D E Welch, Inc. PY 2023 · Profit Sharing

D E Welch Profit Sharing Plan & Trust · $242K · N/A · 12th

PART $242K
TYPE N/A
NET 12th
BOOK Profit Sharing
VS-ST near Anant & Ananya Corporation Profit Sharing Plan
BOY ind #336

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 Educational Services retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among D E Welch Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$240K
Net Assets (End of Year)	$242K
Net Income	$1K
Employer EIN	561372974
Plan Effective Date	1984-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (D E Welch, Inc.)

Latest sponsor-wide plan assets: $242K 0.8278703877130549% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$240K
2023	1	N/A	$242K
2024	1	N/A	$242K

Nearby Profit Sharing Plans in North Carolina

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

D E Welch Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
Baker & Taylor Retirement Savings Plan $67M · 1,361
Intermec Fssp Spinoff Plan $51M · 74

Compare D E Welch Profit Sharing Plan & Trust side-by-side with 3 peers →

D E Welch Profit Sharing Plan & Trust's closest out-of-state Profit Sharing peers by assets

Outside North Carolina, the nearest Profit Sharing by end-of-year assets is Anant & Ananya Corporation Profit Sharing Plan in UT at $241K (this filing: $242K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242K here).

Anant & Ananya Corporation Profit Sharing Plan (UT) $241K · 5
Robert W. Blair D.C.Inc. Profit Sharing Plan (OH) $242K · 2
Hancy Dance Studio, Inc. Retirement Plan (TX) $242K · 2
Cti Analytics Inc. Retirement Plan (NY) $242K · 1

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 D E Welch Profit Sharing Plan & Trust assets move in 2023? ▼

D E Welch Profit Sharing Plan & Trust held essentially flat - up 0.5% during 2023, from $240K to $242K. Reported net income was $1K.

How have D E Welch, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), D E Welch, Inc.'s sponsor-wide assets grew 0.8%, from $240K to $242K.

Where does D E Welch Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

D E Welch Profit Sharing Plan & Trust ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to D E Welch Profit Sharing Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Anant & Ananya Corporation Profit Sharing Plan in UT ($241K, 5 participants).

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 561372974.