ESOP · DOL Form 5500 · 2024

Wells Media Group, Inc. ESOP

Data updated 2026-08-25

$780K
Total assets Small plan by assets
40
Participants Small participant base
21st
Percentile by assets National rank
$19,500
Avg per participant Low balance/head
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Official DOL plan name: Wells Media Group, Inc. Employee Stock Ownership Plan · Sponsored by Wells Media Group, Inc. · California · Information & Media

$780K in assets, 40 participants

Wells Media Group, Inc.'s Wells Media Group, Inc. Employee Stock Ownership Plan reported $780K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #299 in Information & Media (2,822 peers)

Wells Media Group, Inc. multi-year trail

Wells Media Group, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Wells Media Group, Inc. Employee Stock Ownership Plan at $780K / 40 participants.

#299
in Information & Media (2,822 peers)
+33.3%
assets growth YoY

Wells Media Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Wells Media Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$780,000 21st percentile higher than 21% of 123,620 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 2024

Wells Media Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells Media Group, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wells Media Group, Inc. Employee Stock Ownership Plan reported net income rose from $48K in the plan year 2023 filing to $350K in the plan year 2024 filing.
  • Wells Media Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $585K in the plan year 2023 filing to $780K in the plan year 2024 filing.
  • Wells Media Group, Inc. Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952309586 · Wells Media Group, Inc. PY 2024 · ESOP

Wells Media Group, Inc. Employee Stock Ownership Plan · $780K · 40 · 21st

  • BOOK $780K
  • BOOK 40
  • BOOK 21st
  • BOOK ESOP
  • BOOK near Ks Holdings, LLC Employee Stock Ownership Plan and Trust
  • BOOK ind #299

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 What is an ESOP? → · Plans in California →

Wells Media Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wells Media Group, Inc. Employee Stock Ownership PlanWells Media Group, Inc. Empl…$780KKs Holdings, LLC Employee Stock Ownership Plan and TrustKs Holdings, LLC Employee St…$779KMetco Services, Inc. Employee Stock Ownership Plan and Trust AgreementMetco Services, Inc. Employe…$778KRoberts Holdings, Inc. Employee Stock Ownership PlanRoberts Holdings, Inc. Emplo…$777KMarkle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership PlanMarkle Manufacturing Company…$776K
End-of-year total assets ($M) among Wells Media Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wells Media Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wells Media Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$780K 13.043478260869565% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.69M $0.78M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 37 $690K
2023 1 38 $585K
2024 1 40 $780K

Wells Media Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$585K
Net Assets (End of Year)-$7M
Net Income$350K
Employer EIN952309586
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Wells Media Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Wells Media Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00078 · Participants: 40Wells Media Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Wells Media Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Wells Media Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wells Media Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ks Holdings, LLC Employee Stock Ownership Plan and Trust in TX ($779K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wells Media Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wells Media Group, Inc. Employee Stock Ownership Plan surged - up 33.3% during 2024, from $585K to $780K. Reported net income was $350K.
How have Wells Media Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wells Media Group, Inc.'s sponsor-wide assets grew 13.0%, from $690K to $780K.
Where does Wells Media Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wells Media Group, Inc. Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Wells Media Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ks Holdings, LLC Employee Stock Ownership Plan and Trust in TX ($779K, 22 participants).
Which ESOP plans cover a similar participant headcount to Wells Media Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952309586.

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.