401(k) · DOL Form 5500 · 2024

Well Care Health, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
493
Participants Below avg headcount
65th
Percentile by assets National rank
$31,922
Avg per participant Low balance/head
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Official DOL plan name: Well Care Home Health Care Retirement Savings Plan · Sponsored by Well Care Health, LLC · North Carolina · Healthcare & Social Assistance

$16M in assets, 493 participants

Well Care Health, LLC's Well Care Home Health Care Retirement Savings Plan reported $16M in total assets and 493 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,917 in Healthcare & Social Assistance (16,916 peers)

Well Care Health, LLC multi-year trail

Well Care Health, LLC's plans moved +64.5% in assets from 2022 to 2024; this filing shows Well Care Home Health Care Retirement Savings Plan at $16M / 493 participants.

#11,917
in Healthcare & Social Assistance (16,916 peers)
+25.6%
assets growth YoY

Well Care Home Health Care Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Well Care Home Health Care Retirement Savings Plan vs every filed plan by assets

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

$15,737,624 Top 35% higher than 65% 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

Well Care Home Health Care Retirement Savings 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. Well Care Home Health Care Retirement Savings Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Well Care Home Health Care Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Well Care Home Health Care Retirement Savings Plan reported participants fell from 593 in the plan year 2023 filing to 493 in the plan year 2024 filing.
  • Well Care Home Health Care Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841666686 · Well Care Health, LLC PY 2024 · 401(k)

Well Care Home Health Care Retirement Savings Plan · $16M · 493 · 65th

  • RANK $16M
  • RANK 493
  • RANK 65th
  • RANK 401(k)
  • RANK near Capital Management Services, LP 401(k) Retirement Plan
  • RANK ind #11917

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 North Carolina →

Well Care Home Health Care Retirement Savings Plan in the asset neighbourhood

Well Care Home Health Care Retirement Savings PlanWell Care Home Health Care R…$16MCapital Management Services, LP 401(k) Retirement PlanCapital Management Services,…$16MRenewaire, LLC Retirement Saving Plan & Trust 2Renewaire, LLC Retirement Sa…$16MWhat If Media Group, LLC Profit Sharing PlanWhat If Media Group, LLC Pro…$16MSeattle Metropolitan Chamber of Commerce 401(k) PlanSeattle Metropolitan Chamber…$16M
End-of-year total assets ($M) among Well Care Home Health Care Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Well Care Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Well Care Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 64.45021395862271% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.57M $15.7M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 600 $10M
2023 1 593 $13M
2024 1 493 $16M

Well Care Health, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN841666686
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Well Care Home Health Care Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Well Care Home Health Care Retirement Savings Plan, Total assets ($B): 0.015737624 · Participants: 493Well Care Home Health Care Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Well Care Home Health Care Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Well Care Home Health Care Retirement Savings Plan side-by-side with 3 peers →

Well Care Home Health Care Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Capital Management Services, LP 401(k) Retirement Plan in NY ($16M); by covered participants it is Citation Oil & Gas Corp. Retirement Savings Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Well Care Home Health Care Retirement Savings Plan assets move in 2024? ▼
Well Care Home Health Care Retirement Savings Plan grew sharply - up 25.6% during 2024, from $13M to $16M. Reported net income was $3M.
How have Well Care Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well Care Health, LLC's sponsor-wide assets grew 64.5%, from $10M to $16M.
Which 401(k) plans are similar in size to Well Care Home Health Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Management Services, LP 401(k) Retirement Plan in NY ($16M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Well Care Home Health Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citation Oil & Gas Corp. Retirement Savings Plan in TX (493 participants, $100M 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 841666686.

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.