401(k) · DOL Form 5500 · 2024
Welch Senior Living, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 411
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $29,843
- Avg per participant Low balance/head
Official DOL plan name: Welch Senior Living, LLC Savings Plan · Sponsored by Welch Senior Living, LLC · Massachusetts · Healthcare & Social Assistance
$12M in assets, 411 participants
Welch Senior Living, LLC's Welch Senior Living, LLC Savings Plan reported $12M in total assets and 411 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,075 in Healthcare & Social Assistance (16,916 peers)
Welch Senior Living, LLC multi-year trail
Welch Senior Living, LLC's plans moved +20.6% in assets from 2022 to 2024; this filing shows Welch Senior Living, LLC Savings Plan at $12M / 411 participants.
- #11,075
- in Healthcare & Social Assistance (16,916 peers)
- +8.9%
- assets growth YoY
Welch Senior Living, LLC Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Welch Senior Living, LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,265,269 Top 40% higher than 60% 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
Welch Senior Living, LLC 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. Welch Senior Living, LLC Savings Plan sits mid-pack in the medium band (411 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welch Senior Living, LLC Savings Plan reported net income fell from $1M in the plan year 2023 filing to $999K in the plan year 2024 filing.
- Welch Senior Living, LLC Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Welch Senior Living, LLC Savings Plan reported participants fell from 425 in the plan year 2023 filing to 411 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814769421 · Welch Senior Living, LLC PY 2024 · 401(k)
Welch Senior Living, LLC Savings Plan · $12M · 411 · 60th
- EBSA $12M
- PART 411
- TYPE 60th
- NET 401(k)
- BOOK near Display Pack, Inc. 401(k) Retirement Plan
- VS-ST ind #11075
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 Massachusetts →
Welch Senior Living, LLC Savings Plan in the asset neighbourhood
Welch Senior Living, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Welch Senior Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 20.633858255325478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $10M |
| 2023 | 1 | 425 | $11M |
| 2024 | 1 | 411 | $12M |
Welch Senior Living, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $999K |
| Employer EIN | 814769421 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Welch Senior Living, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Display Pack, Inc. 401(k) Retirement Plan in MI ($12M); by covered participants it is Cohn Family Corporate Profit Sharing Plan in PA (411 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (411 participants); asset peers above are excluded.
- Cohn Family Corporate Profit Sharing Plan (PA) 411 · 0 off
- North Park Transportation Company-Employee Stock Ownership Plan (CO) 411 · 0 off
- Eshipping LLC 401(k) Plan (MO) 411 · 0 off
- Integracare 401(k) Savings Plan (PA) 411 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.