401(k) · DOL Form 5500 · 2024

Weal Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
116
Participants Small participant base
30th
Percentile by assets National rank
$18,003
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spoke & Weal 401(k) Plan · Sponsored by Weal Management LLC · California · Other Services

$2M in assets, 116 participants

Weal Management LLC's Spoke & Weal 401(k) Plan reported $2M in total assets and 116 participants in its 2024 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.

  • #4,193 in Other Services (7,719 peers)

Coverage in California

Spoke & Weal 401(k) Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,193
in Other Services (7,719 peers)
+69.1%
assets growth YoY

Spoke & Weal 401(k) Plan among the smaller filed plans by assets

Spoke & Weal 401(k) Plan vs every filed plan by assets

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

$2,088,296 30th percentile higher than 30% 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

Spoke & Weal 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spoke & Weal 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spoke & Weal 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Spoke & Weal 401(k) Plan reported net income rose from $675K in the plan year 2023 filing to $853K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463564105 · Weal Management LLC PY 2024 · 401(k)

Spoke & Weal 401(k) Plan · $2M · 116 · 30th

  • PCT $2M
  • PCT 116
  • PCT 30th
  • PCT 401(k)
  • PCT near Coastal Community Action Program 401(k) Plan
  • PCT ind #4193

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 Other Services retirement plans → · Plans in California →

Spoke & Weal 401(k) Plan in the asset neighbourhood

Spoke & Weal 401(k) Plan$2MCoastal Community Action Program 401(k) PlanCoastal Community Action Pro…$2M1960 Physician Associates 401(k) Plan1960 Physician Associates 40…$2MThe Wolak Group 401(k) Plan$2MAlaska Center for Pediatrics, P.C.'s Safe-Harbor 401(k) Profit Sharing PlanAlaska Center for Pediatrics…$2M
End-of-year total assets ($M) among Spoke & Weal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$853K
Employer EIN463564105
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weal Management LLC)

Sponsor-wide plan assets over time

All Weal Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 272.86339207599053% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.56M $2.09M ▲ +273.2%
Year Plans Participants Total Assets
2022 1 121 $560K
2023 1 117 $1M
2024 1 116 $2M

Nearby 401(k) Plans in California

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

Spoke & Weal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Spoke & Weal 401(k) Plan, Total assets ($B): 0.002088296 · Participants: 116Spoke & Weal 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Spoke & Weal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spoke & Weal 401(k) Plan side-by-side with 3 peers →

Spoke & Weal 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coastal Community Action Program 401(k) Plan in WA ($2M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Spoke & Weal 401(k) Plan assets move in 2024? ▼
Spoke & Weal 401(k) Plan surged - up 69.1% during 2024, from $1M to $2M. Reported net income was $853K.
How have Weal Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weal Management LLC's sponsor-wide assets grew 272.9%, from $560K to $2M.
Which 401(k) plans are similar in size to Spoke & Weal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Community Action Program 401(k) Plan in WA ($2M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Spoke & Weal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 463564105.

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.