401(k) · DOL Form 5500 · 2024

The Wellbridge Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
673
Participants Below avg headcount
44th
Percentile by assets National rank
$8,502
Avg per participant Low balance/head
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Official DOL plan name: The Wellbridge Group, Inc. 401(k) Plan & Trust · Sponsored by The Wellbridge Group, Inc. · Michigan · Healthcare & Social Assistance

$6M in assets, 673 participants

The Wellbridge Group, Inc.'s The Wellbridge Group, Inc. 401(k) Plan & Trust reported $6M in total assets and 673 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,119 in Healthcare & Social Assistance (16,916 peers)

The Wellbridge Group, Inc. multi-year trail

The Wellbridge Group, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows The Wellbridge Group, Inc. 401(k) Plan & Trust at $6M / 673 participants.

#8,119
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY

The Wellbridge Group, Inc. 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Wellbridge Group, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$5,721,962 44th percentile higher than 44% 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

The Wellbridge Group, Inc. 401(k) Plan & Trust 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. The Wellbridge Group, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (673 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wellbridge Group, Inc. 401(k) Plan & Trust reported participants rose from 501 in the plan year 2023 filing to 673 in the plan year 2024 filing.
  • The Wellbridge Group, Inc. 401(k) Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Wellbridge Group, Inc. 401(k) Plan & Trust reported net income rose from $888K in the plan year 2023 filing to $984K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461488426 · The Wellbridge Group, Inc. PY 2024 · 401(k)

The Wellbridge Group, Inc. 401(k) Plan & Trust · $6M · 673 · 44th

  • PART $6M
  • PART 673
  • PART 44th
  • PART 401(k)
  • PART near American Furniture Company 401(k) Profit Sharing Plan
  • PART ind #8119

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 Michigan →

The Wellbridge Group, Inc. 401(k) Plan & Trust in the asset neighbourhood

The Wellbridge Group, Inc. 401(k) Plan & TrustThe Wellbridge Group, Inc. 4…$6MAmerican Furniture Company 401(k) Profit Sharing PlanAmerican Furniture Company 4…$6MSouthern States Automotive Mgmt. Group LLC 401(k) PlanSouthern States Automotive M…$6MSt. Lukes Home 401(k) Plan$6MAerospace Welding Minneapolis, Inc. 401 (K) Profit Sharing PlanAerospace Welding Minneapoli…$6M
End-of-year total assets ($M) among The Wellbridge Group, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Wellbridge Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wellbridge Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 46.99702253267122% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.89M $5.72M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 474 $4M
2023 1 501 $5M
2024 1 673 $6M

The Wellbridge Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$984K
Employer EIN461488426
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

The Wellbridge Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants The Wellbridge Group, Inc. 401(k) Plan & Trust, Total assets ($B): 0.005721962 · Participants: 673The Wellbridge Group, Inc. 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Wellbridge Group, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Wellbridge Group, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

The Wellbridge Group, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is American Furniture Company 401(k) Profit Sharing Plan in NM ($6M); by covered participants it is Santikos Enterprises, LLC Retirement Savings Plan in TX (673 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (673 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 The Wellbridge Group, Inc. 401(k) Plan & Trust assets move in 2024? ▼
The Wellbridge Group, Inc. 401(k) Plan & Trust grew sharply - up 19.9% during 2024, from $5M to $6M. Reported net income was $984K.
How have The Wellbridge Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wellbridge Group, Inc.'s sponsor-wide assets grew 47.0%, from $4M to $6M.
Which 401(k) plans are similar in size to The Wellbridge Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Furniture Company 401(k) Profit Sharing Plan in NM ($6M, 119 participants).
Which 401(k) plans cover a similar participant headcount to The Wellbridge Group, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Santikos Enterprises, LLC Retirement Savings Plan in TX (673 participants, $12M 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 461488426.

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.