401(k) · DOL Form 5500 · 2023
The Wells Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $105,384
- Avg per participant Below avg balance/head
Official DOL plan name: The Wells Group, Inc. 401(k) Retirement Savings Plan · Sponsored by The Wells Group, Inc. · Texas · Wholesale Trade
$2M in assets, 19 participants
The Wells Group, Inc.'s The Wells Group, Inc. 401(k) Retirement Savings Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #1,245 in Wholesale Trade (6,309 peers)
The Wells Group, Inc. multi-year trail
The Wells Group, Inc.'s plans moved -65.0% in assets from 2022 to 2023; this filing shows The Wells Group, Inc. 401(k) Retirement Savings Plan at $2M / 19 participants.
- #1,245
- in Wholesale Trade (6,309 peers)
- -65.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wells Group, Inc. 401(k) Retirement Savings Plan among the smaller filed plans by assets
The Wells Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,002,304 30th percentile higher than 30% 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
The Wells Group, Inc. 401(k) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wells Group, Inc. 401(k) Retirement Savings Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wells Group, Inc. 401(k) Retirement Savings Plan reported net income fell from $693K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- The Wells Group, Inc. 401(k) Retirement Savings Plan end-of-year assets fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Wells Group, Inc. 401(k) Retirement Savings Plan reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 742178054 · The Wells Group, Inc. PY 2023 · 401(k)
The Wells Group, Inc. 401(k) Retirement Savings Plan · $2M · 19 · 30th
- RANK $2M
- RANK 19
- RANK 30th
- RANK 401(k)
- RANK near Max Home, LLC Employees Savings Trust
- RANK ind #1245
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 Wholesale Trade retirement plans → · Plans in Texas →
The Wells Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
The Wells Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Wells Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 65.00567915988631% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $6M |
| 2023 | 1 | 19 | $2M |
The Wells Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$4M |
| Employer EIN | 742178054 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Wells Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Max Home, LLC Employees Savings Trust in MS ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
- Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
- Sola Ventures Retirement Plan (MD) 19 · 0 off
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.