401(k) · DOL Form 5500 · 2024

Welldyne Rx LLC. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
650
Participants Below avg headcount
79th
Percentile by assets National rank
$50,258
Avg per participant Low balance/head
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Official DOL plan name: Welldyne Rx 401(k) Retirement Plan · Sponsored by Welldyne Rx LLC. · Florida · Retail Trade

$33M in assets, 650 participants

Welldyne Rx LLC.'s Welldyne Rx 401(k) Retirement Plan reported $33M in total assets and 650 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,011 in Retail Trade (8,048 peers)

Where Welldyne Rx 401(k) Retirement Plan sits by assets

Welldyne Rx 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 650 participants (~$50,258/participant), up 19.5% in 2024.

#7,011
in Retail Trade (8,048 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Welldyne Rx 401(k) Retirement Plan's outsized position by total assets

Welldyne Rx 401(k) Retirement Plan vs every filed plan by assets

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

$32,667,592 Top 21% higher than 79% 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

Welldyne Rx 401(k) Retirement 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. Welldyne Rx 401(k) Retirement Plan sits mid-pack in the medium band (650 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Welldyne Rx 401(k) Retirement Plan reported participants rose from 509 in the plan year 2023 filing to 650 in the plan year 2024 filing.
  • Welldyne Rx 401(k) Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Welldyne Rx 401(k) Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841515837 · Welldyne Rx LLC. PY 2024 · 401(k)

Welldyne Rx 401(k) Retirement Plan · $33M · 650 · 79th

  • BOY $33M
  • SCH 650
  • EBSA 79th
  • PART 401(k)
  • TYPE near Bank of England Mortgage 401(k) Plan
  • NET ind #7011

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 Retail Trade retirement plans → · Plans in Florida →

Welldyne Rx 401(k) Retirement Plan in the asset neighbourhood

Welldyne Rx 401(k) Retirement PlanWelldyne Rx 401(k) Retiremen…$33MBank of England Mortgage 401(k) PlanBank of England Mortgage 401…$33MTucker Ellis LLP Counsel & Associates Retirement PlanTucker Ellis LLP Counsel & A…$33MRvk, Inc. Retirement Savings PlanRvk, Inc. Retirement Savings…$33MAgnc Mortgage Management, LLC 401(k) PlanAgnc Mortgage Management, LL…$33M
End-of-year total assets ($M) among Welldyne Rx 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN841515837
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welldyne Rx LLC.)

Sponsor-wide plan assets over time

All Welldyne Rx LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 44.72024980015881% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $32.7M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 636 $23M
2023 1 509 $27M
2024 1 650 $33M

Nearby 401(k) Plans in Florida

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

Welldyne Rx 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Welldyne Rx 401(k) Retirement Plan, Total assets ($B): 0.032667592 · Participants: 650Welldyne Rx 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Welldyne Rx 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Welldyne Rx 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bank of England Mortgage 401(k) Plan in AR ($33M); by covered participants it is Canoo Inc. 401(k) Plan in DE (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Welldyne Rx 401(k) Retirement Plan assets move in 2024?
Welldyne Rx 401(k) Retirement Plan grew sharply - up 19.5% during 2024, from $27M to $33M. Reported net income was $5M.
How have Welldyne Rx LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Welldyne Rx LLC.'s sponsor-wide assets grew 44.7%, from $23M to $33M.
Where does Welldyne Rx 401(k) Retirement Plan rank by assets among Form 5500 filers?
Welldyne Rx 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Welldyne Rx 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bank of England Mortgage 401(k) Plan in AR ($33M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Welldyne Rx 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Canoo Inc. 401(k) Plan in DE (650 participants, $21M in assets).