401(k) · DOL Form 5500 · 2024
Welia Health 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 576
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $46,241
- Avg per participant Low balance/head
Official DOL plan name: Welia Health 401(k) Retirement Savings Plan · Sponsored by Welia Health · Minnesota · Healthcare & Social Assistance
$27M in assets, 576 participants
Welia Health's Welia Health 401(k) Retirement Savings Plan reported $27M in total assets and 576 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,378 in Healthcare & Social Assistance (16,916 peers)
Where Welia Health 401(k) Retirement Savings Plan sits by assets
Welia Health 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 576 participants (~$46,241/participant), up 52.2% in 2024.
- #13,378
- in Healthcare & Social Assistance (16,916 peers)
- +52.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Welia Health 401(k) Retirement Savings Plan's outsized position by total assets
Welia Health 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,634,663 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Welia Health 401(k) Retirement Savings 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. Welia Health 401(k) Retirement Savings Plan sits mid-pack in the medium band (576 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welia Health 401(k) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Welia Health 401(k) Retirement Savings Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Welia Health 401(k) Retirement Savings Plan reported participants rose from 560 in the plan year 2023 filing to 576 in the plan year 2024 filing.
DOL schedule card
Filing strip 845163224 · Welia Health PY 2024 · 401(k)
Welia Health 401(k) Retirement Savings Plan · $27M · 576 · 75th
- EIN $27M
- RANK 576
- PHOTO 75th
- IND 401(k)
- EOY near Lakeside Bank Employee Savings and Protection Plan
- 5500 ind #13378
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Welia Health 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $9M |
| Employer EIN | 845163224 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welia Health)
Sponsor-wide plan assets over time
All Welia Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 180.69156912419012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 576 | $9M |
| 2023 | 1 | 560 | $18M |
| 2024 | 1 | 576 | $27M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Welia Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Lakeside Bank Employee Savings and Protection Plan in IL ($27M); by covered participants it is Attentive Mobile 401(k) Plan in NY (576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Lakeside Bank Employee Savings and Protection Plan (IL) $27M · 176
- Astro 401(k) Plan (VA) $27M · 78
- Tosca, Ltd. Retirement Savings Plan (GA) $27M · 869
- Lamers Bus Lines, Inc. 401(k) Profit Sharing Plan (WI) $27M · 1,445
Similar participant headcount
Nearest other-state filings by covered participants (576 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.