Other · DOL Form 5500 · 2022
Welllife Network Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $46,798
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Welllife Network Inc. · Sponsored by Welllife Network Inc. · New York · Other Services
$8M in assets, 178 participants
Welllife Network Inc.'s Tax Deferred Annuity Plan of Welllife Network Inc. reported $8M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #6,483 in Other Services (8,398 peers)
Coverage in New York
Tax Deferred Annuity Plan of Welllife Network Inc. covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #6,483
- in Other Services (8,398 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of Welllife Network Inc.'s mid-pack asset rank among Other Services and all filers
Tax Deferred Annuity Plan of Welllife Network Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,330,040 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Deferred Annuity Plan of Welllife Network Inc. among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Welllife Network Inc. sits mid-pack in the medium band (178 participants).
Published 5500 schedule card
Filing strip 112542430 · Welllife Network Inc. PY 2022 · Other
Tax Deferred Annuity Plan of Welllife Network Inc. · $8M · 178 · 61st
- RANK $8M
- RANK 178
- RANK 61st
- RANK Other
- RANK near Creoks Mental Health Services 403(b) Plan
- RANK ind #6483
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 New York →
Tax Deferred Annuity Plan of Welllife Network Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 112542430 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welllife Network Inc.)
Sponsor-wide plan assets over time
All Welllife Network Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 93.6355451460713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,354 | $41M |
| 2023 | 3 | 5,019 | $78M |
| 2024 | 3 | 4,905 | $80M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Tax Deferred Annuity Plan of Welllife Network Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Creoks Mental Health Services 403(b) Plan in OK ($8M); by covered participants it is Cornerstone Vna Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Creoks Mental Health Services 403(b) Plan (OK) $8M · 656
- The Gregory School 403(b) DC Retirement Plan (AZ) $8M · 72
- Generation US Retirement Plan (ME) $8M · 174
- Kenneth Young Center 403(b) Plan (IL) $8M · 241
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Cornerstone Vna Retirement Plan (NH) 178 · 0 off
- North, Inc. Employee Savings Plan (PA) 178 · 0 off
- Caldwell University Defined Contribution Retirement Plan (NJ) 178 · 0 off
- King School, Inc. Section 403(b) Plan (CT) 178 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.