401(k) · DOL Form 5500 · 2024

Kara Nance Md PC D/B/a Wellessencemd 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$338,045
Avg per participant High balance/head
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Official DOL plan name: Wellessencemd 401(k) Profit Sharing Plan & Trust · Sponsored by Kara Nance Md PC D/B/a Wellessencemd · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Kara Nance Md PC D/B/a Wellessencemd's Wellessencemd 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,746 in Healthcare & Social Assistance (16,916 peers)

Kara Nance Md PC D/B/a Wellessencemd multi-year trail

Kara Nance Md PC D/B/a Wellessencemd's plans moved +41.7% in assets from 2022 to 2024; this filing shows Wellessencemd 401(k) Profit Sharing Plan & Trust at $1M / 4 participants.

#3,746
in Healthcare & Social Assistance (16,916 peers)
+13.4%
assets growth YoY

Wellessencemd 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wellessencemd 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,352,178 26th percentile higher than 26% 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

Wellessencemd 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellessencemd 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellessencemd 401(k) Profit Sharing Plan & Trust reported net income fell from $239K in the plan year 2023 filing to $159K in the plan year 2024 filing.
  • Wellessencemd 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452044337 · Kara Nance Md PC D/B/a Wellessencemd PY 2024 · 401(k)

Wellessencemd 401(k) Profit Sharing Plan & Trust · $1M · 4 · 26th

  • RANK $1M
  • RANK 4
  • RANK 26th
  • RANK 401(k)
  • RANK near Graphic Label Group, Inc. 401(k) Plan
  • RANK ind #3746

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 Illinois →

Wellessencemd 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wellessencemd 401(k) Profit Sharing Plan & TrustWellessencemd 401(k) Profit …$1MGraphic Label Group, Inc. 401(k) PlanGraphic Label Group, Inc. 40…$1MSchool Operation Services Group, Inc. 401(k) PlanSchool Operation Services Gr…$1MGambi Disposal, Inc. Profit Sharing PlanGambi Disposal, Inc. Profit …$1MRodrigue Studios, L.L.C. 401(k) Profit Sharing PlanRodrigue Studios, L.L.C. 401…$1M
End-of-year total assets ($M) among Wellessencemd 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kara Nance Md PC D/B/a Wellessencemd multi-year asset trail

Sponsor-wide plan assets over time

All Kara Nance Md PC D/B/a Wellessencemd plans reported in each filing year

Latest sponsor-wide plan assets
$1M 41.70565155059232% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.95M $1.35M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 4 $954K
2023 1 4 $1M
2024 1 4 $1M

Kara Nance Md PC D/B/a Wellessencemd filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$159K
Employer EIN452044337
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wellessencemd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Wellessencemd 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001352178 · Participants: 4Wellessencemd 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Wellessencemd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wellessencemd 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wellessencemd 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Graphic Label Group, Inc. 401(k) Plan in CA ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wellessencemd 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wellessencemd 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.4% during 2024, from $1M to $1M. Reported net income was $159K.
How have Kara Nance Md PC D/B/a Wellessencemd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kara Nance Md PC D/B/a Wellessencemd's sponsor-wide assets grew 41.7%, from $954K to $1M.
Which 401(k) plans are similar in size to Wellessencemd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Graphic Label Group, Inc. 401(k) Plan in CA ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Wellessencemd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 452044337.

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.