IRA-Based · DOL Form 5500 · 2024

Wellspring Interfaith Social Services, Inc. IRA-Based Retirement Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
16
Participants Small participant base
16th
Percentile by assets National rank
$24,508
Avg per participant Low balance/head
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Official DOL plan name: Wellspring Interfaith Social Services Matching Plan · Sponsored by Wellspring Interfaith Social Services, Inc. · Indiana · Other Services

$392K in assets, 16 participants

Wellspring Interfaith Social Services, Inc.'s Wellspring Interfaith Social Services Matching Plan reported $392K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,592 in Other Services (7,719 peers)

2024 asset change

Wellspring Interfaith Social Services Matching Plan declined sharply 19.4% in 2024 ($487K → $392K) for 16 participants.

#2,592
in Other Services (7,719 peers)
-19.4%
assets change YoY

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellspring Interfaith Social Services Matching Plan among the smaller filed plans by assets

Wellspring Interfaith Social Services Matching Plan vs every filed plan by assets

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

$392,134 16th percentile higher than 16% 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

Wellspring Interfaith Social Services Matching 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. Wellspring Interfaith Social Services Matching Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellspring Interfaith Social Services Matching Plan reported net income fell from $68K in the plan year 2023 filing to -$94K in the plan year 2024 filing.
  • Wellspring Interfaith Social Services Matching Plan end-of-year assets fell from $487K in the plan year 2023 filing to $392K in the plan year 2024 filing.
  • Wellspring Interfaith Social Services Matching Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 510151621 · Wellspring Interfaith Social Services, Inc. PY 2024 · IRA-Based

Wellspring Interfaith Social Services Matching Plan · $392K · 16 · 16th

  • EBSA $392K
  • PART 16
  • TYPE 16th
  • NET IRA-Based
  • BOOK near 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc.
  • VS-ST ind #2592

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 Indiana →

Wellspring Interfaith Social Services Matching Plan in the asset neighbourhood

Illinois Center for Autism 403b PlanIllinois Center for Autism 4…$8MBanyan Retirement Plan$3MPm Group International Profit Sharing PlanPm Group International Profi…$1M403(b) Thrift Plan for Employees of Person Centered Care Services, Inc.403(b) Thrift Plan for Emplo…$1MWellspring Interfaith Social Services Matching PlanWellspring Interfaith Social…$392K
End-of-year total assets ($M) among Wellspring Interfaith Social Services Matching Plan and nearest nationwide IRA-Based peers. Source: DOL Form 5500 plan year 2024.

Wellspring Interfaith Social Services, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Wellspring Interfaith Social Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$392K 6.3442059532310955% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.42M $0.39M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 13 $419K
2023 1 14 $487K
2024 1 16 $392K

2024 asset-move particulars

Total Assets (Beginning of Year)$487K
Net Assets (End of Year)$392K
Net Income-$94K
Employer EIN510151621
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby IRA-Based Plans in Indiana

Peer IRA-Based plans, same state, same plan type, ranked by total assets.

Wellspring Interfaith Social Services Matching Plan vs. nearby IRA-Based plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -10010203040 Total assets ($M) Participants Wellspring Interfaith Social Services Matching Plan, Total assets ($M): 0.392134 · Participants: 16Wellspring Interfaith Social Services Matching PlanHawaii Glaziers Annuity Trust Fund, Total assets ($M): 36.120013 · Participants: 228Hawaii Glaziers Annuity Trust FundCarpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan, Total assets ($M): 15.571153 · Participants: 173Carpet, Linoleum and Soft Tile Local Union 1926 Annuity PlanBalis & Co., Inc. Pension Plan, Total assets ($M): 10.864769 · Participants: 0Balis & Co., Inc. Pension PlanEmployee Retirement Security Plan of the Achievement Centers for Children, Total assets ($M): 8.059782 · Participants: 326Employee Retirement Security Plan of the Achievement Centers for ChildrenIllinois Center for Autism 403b Plan, Total assets ($M): 7.635645 · Participants: 150Illinois Center for Autism 403b Plan
Wellspring Interfaith Social Services Matching Plan vs. nearby IRA-Based plans in Indiana, assets vs. participants
Compare Wellspring Interfaith Social Services Matching Plan side-by-side with 3 peers →

Wellspring Interfaith Social Services Matching Plan's out-of-state IRA-Based peers by assets and headcount

Outside Indiana, the nearest IRA-Based by assets is 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. in NY ($1M); by covered participants it is Swingline Inc Employees IRA Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Wellspring Interfaith Social Services Matching Plan assets move in 2024? ▼
Wellspring Interfaith Social Services Matching Plan declined sharply - down 19.4% during 2024, from $487K to $392K. Reported net income was -$94K.
How have Wellspring Interfaith Social Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellspring Interfaith Social Services, Inc.'s sponsor-wide assets declined 6.3%, from $419K to $392K.
Where does Wellspring Interfaith Social Services Matching Plan rank by assets among Form 5500 filers? ▼
Wellspring Interfaith Social Services Matching Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which IRA-Based plans are similar in size to Wellspring Interfaith Social Services Matching Plan? ▼
Among IRA-Based plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. in NY ($1M, 872 participants).
Which IRA-Based plans cover a similar participant headcount to Wellspring Interfaith Social Services Matching Plan? ▼
Among IRA-Based plans in other states, the closest by covered participants is Swingline Inc Employees IRA Plan in IL (7 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 510151621.

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.