401(k) · DOL Form 5500 · 2024

Wellborn Forest Products, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
588
Participants Below avg headcount
53rd
Percentile by assets National rank
$15,259
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellborn Forest Products, Inc. 401(k) Plan · Sponsored by Wellborn Forest Products, Inc. · Alabama · Manufacturing

$9M in assets, 588 participants

Wellborn Forest Products, Inc.'s Wellborn Forest Products, Inc. 401(k) Plan reported $9M in total assets and 588 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,849 in Manufacturing (17,777 peers)

Wellborn Forest Products, Inc. multi-year trail

Wellborn Forest Products, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Wellborn Forest Products, Inc. 401(k) Plan at $9M / 588 participants.

#6,849
in Manufacturing (17,777 peers)
+16.5%
assets growth YoY

Wellborn Forest Products, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Wellborn Forest Products, Inc. 401(k) Plan vs every filed plan by assets

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

$8,972,246 Top 47% higher than 53% 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

Wellborn Forest Products, Inc. 401(k) 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. Wellborn Forest Products, Inc. 401(k) Plan sits mid-pack in the medium band (588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellborn Forest Products, Inc. 401(k) Plan reported net income rose from $960K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wellborn Forest Products, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Wellborn Forest Products, Inc. 401(k) Plan reported participants rose from 569 in the plan year 2023 filing to 588 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205872901 · Wellborn Forest Products, Inc. PY 2024 · 401(k)

Wellborn Forest Products, Inc. 401(k) Plan · $9M · 588 · 53rd

  • RANK $9M
  • PHOTO 588
  • IND 53rd
  • EOY 401(k)
  • 5500 near The Jdi Group, Inc. Profit Sharing & 401(k) Plan
  • ASSETS ind #6849

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 Manufacturing retirement plans → · Plans in Alabama →

Wellborn Forest Products, Inc. 401(k) Plan in the asset neighbourhood

Wellborn Forest Products, Inc. 401(k) PlanWellborn Forest Products, In…$9MThe Jdi Group, Inc. Profit Sharing & 401(k) PlanThe Jdi Group, Inc. Profit S…$9MForus 401(k)$9MCellectis Biologics Inc. 401(k) PlanCellectis Biologics Inc. 401…$9MU.M. Fdsp Associates, P.a. 401(k) Profit Sharing PlanU.M. Fdsp Associates, P.a. 4…$9M
End-of-year total assets ($M) among Wellborn Forest Products, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wellborn Forest Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellborn Forest Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.11457761982765% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.74M $8.97M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 567 $7M
2023 1 569 $8M
2024 1 588 $9M

Wellborn Forest Products, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN205872901
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Wellborn Forest Products, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Wellborn Forest Products, Inc. 401(k) Plan, Total assets ($B): 0.008972246 · Participants: 588Wellborn Forest Products, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Wellborn Forest Products, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Wellborn Forest Products, Inc. 401(k) Plan side-by-side with 3 peers →

Wellborn Forest Products, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Jdi Group, Inc. Profit Sharing & 401(k) Plan in OH ($9M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (588 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (588 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 Wellborn Forest Products, Inc. 401(k) Plan assets move in 2024? ▼
Wellborn Forest Products, Inc. 401(k) Plan grew sharply - up 16.5% during 2024, from $8M to $9M. Reported net income was $1M.
How have Wellborn Forest Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellborn Forest Products, Inc.'s sponsor-wide assets grew 33.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Wellborn Forest Products, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Jdi Group, Inc. Profit Sharing & 401(k) Plan in OH ($9M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Wellborn Forest Products, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (588 participants, $83M 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 205872901.

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.