401(k) · DOL Form 5500 · 2024
Wepellet San Diego 401(k) Plan
Data updated 2026-08-25
- $174K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $87,035
- Avg per participant Below avg balance/head
Official DOL plan name: Wepellet San Diego Retirement Plan · Sponsored by Wepellet San Diego · California · Retail Trade
$174K in assets, 2 participants
Wepellet San Diego's Wepellet San Diego Retirement Plan reported $174K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,238 in Retail Trade (8,048 peers)
Wepellet San Diego multi-year trail
Wepellet San Diego's plans moved +816.2% in assets from 2022 to 2024; this filing shows Wepellet San Diego Retirement Plan at $174K / 2 participants.
- #1,238
- in Retail Trade (8,048 peers)
- +70.3%
- assets growth YoY
Wepellet San Diego Retirement Plan among the smaller filed plans by assets
Wepellet San Diego Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,070 9th percentile higher than 9% 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
Wepellet San Diego Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wepellet San Diego Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wepellet San Diego Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Wepellet San Diego Retirement Plan end-of-year assets rose from $102K in the plan year 2023 filing to $174K in the plan year 2024 filing.
- Wepellet San Diego Retirement Plan reported net income fell from $83K in the plan year 2023 filing to $72K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 873637622 · Wepellet San Diego PY 2024 · 401(k)
Wepellet San Diego Retirement Plan · $174K · 2 · 9th
- EOY $174K
- 5500 2
- ASSETS 9th
- PCT 401(k)
- EIN near Terox, Inc. 401(k) Plan
- RANK ind #1238
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 Retail Trade retirement plans → · Plans in California →
Wepellet San Diego Retirement Plan in the asset neighbourhood
Wepellet San Diego multi-year asset trail
Sponsor-wide plan assets over time
All Wepellet San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $174K 816.1578947368421% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $19K |
| 2023 | 1 | 1 | $102K |
| 2024 | 1 | 2 | $174K |
Wepellet San Diego filing trail (2024)
| Total Assets (Beginning of Year) | $102K |
|---|---|
| Net Assets (End of Year) | $174K |
| Net Income | $72K |
| Employer EIN | 873637622 |
| Plan Effective Date | 2021-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Wepellet San Diego Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Terox, Inc. 401(k) Plan in FL ($174K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174K here).
- Terox, Inc. 401(k) Plan (FL) $174K · 3
- Wbf Management, LLC 401(k) Plan (NV) $174K · 1,877
- Gorge Auto Parts Inc. 401(k) Plan (WA) $174K · 14
- Djr Services, Inc. 401(k) Profit Sharing Plan (IL) $174K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.