401(k) · DOL Form 5500 · 2024

Wellex Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
42nd
Percentile by assets National rank
$140,872
Avg per participant Near avg balance/head
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Official DOL plan name: Wellex Corporation 401(k) Plan · Sponsored by Wellex Corporation · California · Manufacturing

$5M in assets, 35 participants

Wellex Corporation's Wellex Corporation 401(k) Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,407 in Manufacturing (17,777 peers)

Wellex Corporation multi-year trail

Wellex Corporation's plans moved +27.9% in assets from 2022 to 2024; this filing shows Wellex Corporation 401(k) Plan at $5M / 35 participants.

#4,407
in Manufacturing (17,777 peers)
+9.6%
assets growth YoY

Wellex Corporation 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Wellex Corporation 401(k) Plan vs every filed plan by assets

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

$4,930,520 42nd percentile higher than 42% 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

Wellex Corporation 401(k) 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. Wellex Corporation 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellex Corporation 401(k) Plan reported net income fell from $644K in the plan year 2023 filing to $432K in the plan year 2024 filing.
  • Wellex Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Wellex Corporation 401(k) Plan reported participants fell from 37 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942863068 · Wellex Corporation PY 2024 · 401(k)

Wellex Corporation 401(k) Plan · $5M · 35 · 42nd

  • TYPE $5M
  • NET 35
  • BOOK 42nd
  • VS-ST 401(k)
  • BOY near Raven Defense Corporation 401(k) Plan
  • SCH ind #4407

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 Manufacturing retirement plans → · Plans in California →

Wellex Corporation 401(k) Plan in the asset neighbourhood

Wellex Corporation 401(k) PlanWellex Corporation 401(k) Pl…$5MRaven Defense Corporation 401(k) PlanRaven Defense Corporation 40…$5MCrossroads Youth & Family Services, Inc. 401(k) PlanCrossroads Youth & Family Se…$5MStamford Marriott 401(k) Savings PlanStamford Marriott 401(k) Sav…$5MTbs Factoring Service, LLC 401(k) PlanTbs Factoring Service, LLC 4…$5M
End-of-year total assets ($M) among Wellex Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wellex Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Wellex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.940139670987197% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.85M $4.93M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 40 $4M
2023 1 37 $4M
2024 1 35 $5M

Wellex Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$432K
Employer EIN942863068
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wellex Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wellex Corporation 401(k) Plan, Total assets ($B): 0.00493052 · Participants: 35Wellex Corporation 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
Wellex Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wellex Corporation 401(k) Plan side-by-side with 3 peers →

Wellex Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Raven Defense Corporation 401(k) Plan in NM ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Wellex Corporation 401(k) Plan assets move in 2024? ▼
Wellex Corporation 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $4M to $5M. Reported net income was $432K.
How have Wellex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellex Corporation's sponsor-wide assets grew 27.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Wellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raven Defense Corporation 401(k) Plan in NM ($5M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Wellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 942863068.

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.