401(k) · DOL Form 5500 · 2024

Wellspring Philanthropic Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
146
Participants Small participant base
83rd
Percentile by assets National rank
$304,972
Avg per participant High balance/head
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Official DOL plan name: Wellspring Philanthropic Fund Retirement Plan · Sponsored by Wellspring Philanthropic Fund, Inc. · New York · Other Services

$45M in assets, 146 participants

Wellspring Philanthropic Fund, Inc.'s Wellspring Philanthropic Fund Retirement Plan reported $45M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,110 in Other Services (7,719 peers)

Coverage in New York

Wellspring Philanthropic Fund Retirement Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $45M.

#7,110
in Other Services (7,719 peers)
+23.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wellspring Philanthropic Fund Retirement Plan's outsized position by total assets

Wellspring Philanthropic Fund Retirement Plan vs every filed plan by assets

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

$44,525,918 Top 17% higher than 83% 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

Wellspring Philanthropic Fund Retirement 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. Wellspring Philanthropic Fund Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellspring Philanthropic Fund Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Wellspring Philanthropic Fund Retirement Plan reported participants rose from 136 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • Wellspring Philanthropic Fund Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223692921 · Wellspring Philanthropic Fund, Inc. PY 2024 · 401(k)

Wellspring Philanthropic Fund Retirement Plan · $45M · 146 · 83rd

  • EOY $45M
  • 5500 146
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Boston Ivf 401(k) Plan
  • RANK ind #7110

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 Other Services retirement plans → · Plans in New York →

Wellspring Philanthropic Fund Retirement Plan in the asset neighbourhood

Wellspring Philanthropic Fund Retirement PlanWellspring Philanthropic Fun…$45MBoston Ivf 401(k) Plan$45MRoth Iga Foodliner, Inc. Profit Sharing PlanRoth Iga Foodliner, Inc. Pro…$45MTda Research, Inc. Retirement PlanTda Research, Inc. Retiremen…$45MEvenflo Company, Inc. Savings Plus PlanEvenflo Company, Inc. Saving…$45M
End-of-year total assets ($M) among Wellspring Philanthropic Fund Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN223692921
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellspring Philanthropic Fund, Inc.)

Sponsor-wide plan assets over time

All Wellspring Philanthropic Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 61.29085519085757% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.6M $44.5M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 116 $28M
2023 1 136 $36M
2024 1 146 $45M

Nearby 401(k) Plans in New York

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

Wellspring Philanthropic Fund Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wellspring Philanthropic Fund Retirement Plan, Total assets ($B): 0.044525918 · Participants: 146Wellspring Philanthropic Fund Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Wellspring Philanthropic Fund Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wellspring Philanthropic Fund Retirement Plan side-by-side with 3 peers →

Wellspring Philanthropic Fund Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Boston Ivf 401(k) Plan in MA ($45M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Wellspring Philanthropic Fund Retirement Plan assets move in 2024? ▼
Wellspring Philanthropic Fund Retirement Plan grew sharply - up 23.1% during 2024, from $36M to $45M. Reported net income was $8M.
How have Wellspring Philanthropic Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellspring Philanthropic Fund, Inc.'s sponsor-wide assets grew 61.3%, from $28M to $45M.
Where does Wellspring Philanthropic Fund Retirement Plan rank by assets among Form 5500 filers? ▼
Wellspring Philanthropic Fund Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wellspring Philanthropic Fund Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Ivf 401(k) Plan in MA ($45M, 551 participants).
Which 401(k) plans cover a similar participant headcount to Wellspring Philanthropic Fund Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 223692921.

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.