401(k) · DOL Form 5500 · 2024
Wellabe Services Company 401(k) Plan
Data updated 2026-08-11
- $163M
- Total assets
- 424
- Participants
- 93rd
- Percentile by assets
- $383,359
- Avg per participant
Official DOL plan name: Wellabe 401(k) Savings Plan · Sponsored by Wellabe Services Company · Iowa · Finance & Insurance
$163M in assets, 424 participants
Wellabe Services Company's Wellabe 401(k) Savings Plan reported $163M in total assets and 424 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #7,643 in Finance & Insurance (8,549 peers)
Where Wellabe 401(k) Savings Plan sits by assets
Wellabe 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $163M for 424 participants (~$383,359/participant), up 9.0% in 2024.
- $163M
- total plan assets (2024 EOY)
- 424
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $383,359
- avg assets per participant
Where Wellabe 401(k) Savings Plan sits by total assets
Wellabe 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$162,544,071 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellabe 401(k) Savings Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Wellabe 401(k) Savings Plan end-of-year assets rose from $149M in the plan year 2023 filing to $163M in the plan year 2024 filing.
- Wellabe 401(k) Savings Plan reported participants rose from 398 in the plan year 2023 filing to 424 in the plan year 2024 filing.
Wellabe 401(k) Savings Plan vs the 2024 asset distribution
By assets, Wellabe 401(k) Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $13M |
| Employer EIN | 571176393 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellabe Services Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $133M |
| 2023 | 1 | 398 | $149M |
| 2024 | 1 | 424 | $163M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wellabe 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wellabe 401(k) Savings Plan by total assets, not by location.
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan (MI) $163M · 1,588
- Brunswick Retirement Savings Plan (IL) $163M · 1,532
- Harness, Dickey & Pierce 401(k) Profit Sharing Plan (MI) $162M · 272
- Outrigger Hotels Hawaii Profit Sharing and Retirement Savings Plan (HI) $163M · 1,583
Frequently Asked Questions
How did Wellabe 401(k) Savings Plan assets move in 2024? ▼
How have Wellabe Services Company plan assets changed over time? ▼
Where does Wellabe 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wellabe 401(k) Savings Plan? ▼
Next read for Wellabe 401(k) Savings Plan
Scale reading
Ways to act on Wellabe 401(k) Savings Plan's numbers.
- By total assets, Wellabe 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Wellabe Services Company's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Finance & Insurance plans