Welldyne Rx 401(k) Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Welldyne Rx LLC. · Florida · Retail Trade
What the 2023 filing shows
Welldyne Rx 401(k) Retirement Plan holds $33M for 650 participants — about $50,258 per participant, up 19.5% over the 2024 plan year.
- $33M
- total plan assets (2024 EOY)
- 650
- covered participants
- $50,258
- avg assets per participant
- +19.5%
- assets growth YoY
What the Filing Says About Welldyne Rx 401(k) Retirement Plan
Welldyne Rx 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Welldyne Rx LLC., headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 650 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 841515837, and the plan has been effective since 2017-02-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $27M at the beginning of 2024 to $33M at year-end — a gain of 19.5%. Net assets (after liabilities) closed the year at $33M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $27M |
| Total Assets (End of Year) | $33M |
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Plan Type | 401(k) |
| Employer EIN | 841515837 |
| Plan Effective Date | 2017-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welldyne Rx LLC.)
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
Related Data
Guides
Frequently Asked Questions
How much money is in the Welldyne Rx 401(k) Retirement Plan? ▼
What type of plan is Welldyne Rx 401(k) Retirement Plan? ▼
Who sponsors the Welldyne Rx 401(k) Retirement Plan? ▼
How did Welldyne Rx 401(k) Retirement Plan perform in 2024? ▼
Where can I find official filings for Welldyne Rx 401(k) Retirement Plan? ▼
How does Welldyne Rx 401(k) Retirement Plan compare to other plans? ▼
Explore PlainRetire
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 841515837.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.