401(k) · DOL Form 5500 · 2024

Welch Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Welch Capital Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Welch Capital Partners, LLC · New York · Finance & Insurance

$4M in assets, 3 participants

Welch Capital Partners, LLC's Welch Capital Partners, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,246 in Finance & Insurance (8,549 peers)

Welch Capital Partners, LLC multi-year trail

Welch Capital Partners, LLC's plans moved +45.3% in assets from 2022 to 2024; this filing shows Welch Capital Partners, LLC 401(k) Profit Sharing Plan at $4M / 3 participants.

#2,246
in Finance & Insurance (8,549 peers)
+18.6%
assets growth YoY

Welch Capital Partners, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Welch Capital Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,315,412 39th percentile higher than 39% 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

Welch Capital Partners, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Welch Capital Partners, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Welch Capital Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133893476 · Welch Capital Partners, LLC PY 2024 · 401(k)

Welch Capital Partners, LLC 401(k) Profit Sharing Plan · $4M · 3 · 39th

  • 5500 $4M
  • 5500 3
  • 5500 39th
  • 5500 401(k)
  • 5500 near System Resources Telecom 401(k) Plan
  • 5500 ind #2246

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 Finance & Insurance retirement plans → · Plans in New York →

Welch Capital Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Welch Capital Partners, LLC 401(k) Profit Sharing PlanWelch Capital Partners, LLC …$4MSystem Resources Telecom 401(k) PlanSystem Resources Telecom 401…$4MAutocatalyst Recycling Corp. 401(k) PlanAutocatalyst Recycling Corp.…$4MDelta Health Center, Inc. 401(k) Profit Sharing Plan and TrustDelta Health Center, Inc. 40…$4MLsi 401(k) and Profit Sharing PlanLsi 401(k) and Profit Sharin…$4M
End-of-year total assets ($M) among Welch Capital Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Welch Capital Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Welch Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.30642755406802% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.97M $4.32M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 $4M

Welch Capital Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$677K
Employer EIN133893476
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Welch Capital Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Welch Capital Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004315412 · Participants: 3Welch Capital Partners, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Welch Capital Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Welch Capital Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Welch Capital Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is System Resources Telecom 401(k) Plan in LA ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Welch Capital Partners, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Welch Capital Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 18.6% during 2024, from $4M to $4M. Reported net income was $677K.
How have Welch Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welch Capital Partners, LLC's sponsor-wide assets grew 45.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Welch Capital Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is System Resources Telecom 401(k) Plan in LA ($4M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Welch Capital Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 133893476.

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.