401(k) · DOL Form 5500 · 2024
Wepellet San Diego 401(k) Plan
Data updated 2026-08-11
- $174K
- Total assets
- 2
- Participants
- 9th
- Percentile by assets
- $87,035
- Avg per participant
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.
- 9th percentile by assets (of 123,622 plans)
- #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.
- $174K
- total plan assets (2024 EOY)
- 2
- covered participants
- 9th
- percentile by assets (of 123,622 plans)
- $87,035
- avg assets per participant
Where Wepellet San Diego Retirement Plan sits by total 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
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.
Wepellet San Diego across 3 plan years on file
Across the 3 plan years Wepellet San Diego has on file (2022-2024), sponsor-wide plan assets have moved from $19K to $174K, a gain of 816.2%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($174K); trough: 2022 ($19K).
Wepellet San Diego multi-year asset trail
| 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.
Wepellet San Diego Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wepellet San Diego Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Wepellet San Diego Retirement Plan assets move in 2024? ▼
How have Wepellet San Diego plan assets changed over time? ▼
Where does Wepellet San Diego Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wepellet San Diego Retirement Plan? ▼
Next read for Wepellet San Diego Retirement Plan
Multi-year trail
Ways to act on Wepellet San Diego Retirement Plan's numbers.
- By total assets, Wepellet San Diego Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Wepellet San Diego's sponsor-wide assets have grown 816.2% since 2022 across 3 plan years on file. More Retail Trade plans