401(k) · DOL Form 5500 · 2024

Wellbridge Club Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
281
Participants Below avg headcount
71st
Percentile by assets National rank
$75,230
Avg per participant Below avg balance/head
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Official DOL plan name: Wellbridge 401(k) Plan and Trust · Sponsored by Wellbridge Club Management, LLC · Colorado · Arts, Entertainment & Recreation

$21M in assets, 281 participants

Wellbridge Club Management, LLC's Wellbridge 401(k) Plan and Trust reported $21M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,412 in Arts, Entertainment & Recreation (2,921 peers)

Wellbridge Club Management, LLC multi-year trail

Wellbridge Club Management, LLC's plans moved +12.3% in assets from 2022 to 2024; this filing shows Wellbridge 401(k) Plan and Trust at $21M / 281 participants.

#2,412
in Arts, Entertainment & Recreation (2,921 peers)
+9.2%
assets growth YoY

Wellbridge 401(k) Plan and Trust's outsized position by total assets

Wellbridge 401(k) Plan and Trust vs every filed plan by assets

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

$21,139,747 Top 29% higher than 71% 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

Wellbridge 401(k) Plan and Trust 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. Wellbridge 401(k) Plan and Trust sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellbridge 401(k) Plan and Trust reported net income rose from $530K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wellbridge 401(k) Plan and Trust reported participants fell from 383 in the plan year 2023 filing to 281 in the plan year 2024 filing.
  • Wellbridge 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261717298 · Wellbridge Club Management, LLC PY 2024 · 401(k)

Wellbridge 401(k) Plan and Trust · $21M · 281 · 71st

  • PCT $21M
  • PCT 281
  • PCT 71st
  • PCT 401(k)
  • PCT near Elevate Outdoor Collective 401(k) Plan
  • PCT ind #2412

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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →

Wellbridge 401(k) Plan and Trust in the asset neighbourhood

Wellbridge 401(k) Plan and TrustWellbridge 401(k) Plan and T…$21MElevate Outdoor Collective 401(k) PlanElevate Outdoor Collective 4…$21MSg Chevrolet 401(k) Savings PlanSg Chevrolet 401(k) Savings …$21MRhode Island Novelty 401(k) Profit Sharing Plan & TrustRhode Island Novelty 401(k) …$21MMichigan Millers Mutual Insurance Company Employee 401(k) PlanMichigan Millers Mutual Insu…$21M
End-of-year total assets ($M) among Wellbridge 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wellbridge Club Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wellbridge Club Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.286499723928067% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.8M $21.1M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 406 $19M
2023 1 383 $19M
2024 1 281 $21M

Wellbridge Club Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN261717298
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Wellbridge 401(k) Plan and Trust, Total assets ($B): 0.021139747 · Participants: 281Wellbridge 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Wellbridge 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wellbridge 401(k) Plan and Trust side-by-side with 3 peers →

Wellbridge 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Elevate Outdoor Collective 401(k) Plan in WA ($21M); by covered participants it is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Wellbridge 401(k) Plan and Trust assets move in 2024? ▼
Wellbridge 401(k) Plan and Trust grew at a solid clip - up 9.2% during 2024, from $19M to $21M. Reported net income was $2M.
How have Wellbridge Club Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbridge Club Management, LLC's sponsor-wide assets grew 12.3%, from $19M to $21M.
Which 401(k) plans are similar in size to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Outdoor Collective 401(k) Plan in WA ($21M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Wellbridge 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants, $45M 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 261717298.

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.