401(k) · DOL Form 5500 · 2024

Wells Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$446M
Total assets Above avg plan size
3,780
Participants Above avg headcount
97th
Percentile by assets National rank
$117,942
Avg per participant Below avg balance/head
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Official DOL plan name: Wells Enterprises, Inc. 401(k) Plan · Sponsored by Wells Enterprises, Inc. · Iowa · Manufacturing

$446M in assets, 3,780 participants

Wells Enterprises, Inc.'s Wells Enterprises, Inc. 401(k) Plan reported $446M in total assets and 3,780 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,901 in Manufacturing (17,777 peers)

Coverage in Iowa

Wells Enterprises, Inc. 401(k) Plan covers 3,780 participants in Iowa, 6.2x the typical Iowa plan (state average ~609 per filing). Assets: $446M.

#16,901
in Manufacturing (17,777 peers)
+12.5%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Wells Enterprises, Inc. 401(k) Plan's outsized position by total assets

Wells Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$445,819,965 Top 3% higher than 97% 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

Wells Enterprises, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells Enterprises, Inc. 401(k) Plan lands in the large band (3,780 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wells Enterprises, Inc. 401(k) Plan reported net income fell from $59M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Wells Enterprises, Inc. 401(k) Plan end-of-year assets rose from $396M in the plan year 2023 filing to $446M in the plan year 2024 filing.
  • Wells Enterprises, Inc. 401(k) Plan reported participants fell from 3,998 in the plan year 2023 filing to 3,780 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421080796 · Wells Enterprises, Inc. PY 2024 · 401(k)

Wells Enterprises, Inc. 401(k) Plan · $446M · 3,780 · 97th

  • EIN $446M
  • EIN 3,780
  • EIN 97th
  • EIN 401(k)
  • EIN near Qualtrics 401(k) Plan
  • EIN ind #16901

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 Manufacturing retirement plans → · Plans in Iowa →

Wells Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Warner Music Group 401(k) PlanWarner Music Group 401(k) Pl…$446MDuncan Aviation, Inc. 401(k) Retirement PlanDuncan Aviation, Inc. 401(k)…$446MWells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$446MQualtrics 401(k) Plan$446MVertex, Inc. 401(k) Plan$445M
End-of-year total assets ($M) among Wells Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$446M
Net Income$50M
Employer EIN421080796
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wells Enterprises, Inc.)

Sponsor-wide plan assets over time

All Wells Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$446M 32.12536435612554% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $337M $446M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 4,077 $337M
2023 1 3,998 $396M
2024 1 3,780 $446M

Nearby 401(k) Plans in Iowa

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

Wells Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 012345 Total assets ($B) Participants Wells Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.445819965 · Participants: 3780Wells Enterprises, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Wells Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wells Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Wells Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Qualtrics 401(k) Plan in UT ($446M); by covered participants it is Mativ Holdings, Inc. 401(k) Retirement Plan in GA (3,780 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($446M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,780 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 Wells Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Wells Enterprises, Inc. 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $396M to $446M. Reported net income was $50M.
How have Wells Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wells Enterprises, Inc.'s sponsor-wide assets grew 32.1%, from $337M to $446M.
Where does Wells Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wells Enterprises, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wells Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualtrics 401(k) Plan in UT ($446M, 3,044 participants).
Which 401(k) plans cover a similar participant headcount to Wells Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mativ Holdings, Inc. 401(k) Retirement Plan in GA (3,780 participants, $508M 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 421080796.

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.