Other · DOL Form 5500 · 2024

Wellpoint Care Network Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
339
Participants Below avg headcount
76th
Percentile by assets National rank
$79,460
Avg per participant Below avg balance/head
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Official DOL plan name: Wellpoint Care Network 403(b) Retirement Plan · Sponsored by Wellpoint Care Network · Wisconsin · Healthcare & Social Assistance

$27M in assets, 339 participants

Wellpoint Care Network's Wellpoint Care Network 403(b) Retirement Plan reported $27M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,414 in Healthcare & Social Assistance (16,916 peers)

Where Wellpoint Care Network 403(b) Retirement Plan sits by assets

Wellpoint Care Network 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 339 participants (~$79,460/participant), up 6.6% in 2024.

#13,414
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wellpoint Care Network 403(b) Retirement Plan's outsized position by total assets

Wellpoint Care Network 403(b) Retirement Plan vs every filed plan by assets

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

$26,936,984 Top 24% higher than 76% 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

Wellpoint Care Network 403(b) 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. Wellpoint Care Network 403(b) Retirement Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellpoint Care Network 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wellpoint Care Network 403(b) Retirement Plan reported participants rose from 308 in the plan year 2023 filing to 339 in the plan year 2024 filing.
  • Wellpoint Care Network 403(b) Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391338354 · Wellpoint Care Network PY 2024 · Other

Wellpoint Care Network 403(b) Retirement Plan · $27M · 339 · 76th

  • SCH $27M
  • SCH 339
  • SCH 76th
  • SCH Other
  • SCH near Berry Companies, Inc. Stock Bonus Plan
  • SCH ind #13414

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 Wisconsin →

Wellpoint Care Network 403(b) Retirement Plan in the asset neighbourhood

Wellpoint Care Network 403(b) Retirement PlanWellpoint Care Network 403(b…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MRocky Mountain Human Services Retirement PlanRocky Mountain Human Service…$27MAnnunciation Orthodox School Defined Contribution Retirement PlanAnnunciation Orthodox School…$27MHillsdale Hospital 403(b) PlanHillsdale Hospital 403(b) Pl…$27M
End-of-year total assets ($M) among Wellpoint Care Network 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN391338354
Plan Effective Date1978-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellpoint Care Network)

Sponsor-wide plan assets over time

All Wellpoint Care Network plans reported in each filing year

Latest sponsor-wide plan assets
$27M 17.21203925920311% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23M $26.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 304 $23M
2023 1 308 $25M
2024 1 339 $27M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Wellpoint Care Network 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Wellpoint Care Network 403(b) Retirement Plan, Total assets ($B): 0.026936984 · Participants: 339Wellpoint Care Network 403(b) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Wellpoint Care Network 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Wellpoint Care Network 403(b) Retirement Plan side-by-side with 3 peers →

Wellpoint Care Network 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M); by covered participants it is Fellowship Community 403b Plan in PA (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Wellpoint Care Network 403(b) Retirement Plan assets move in 2024? ▼
Wellpoint Care Network 403(b) Retirement Plan grew at a solid clip - up 6.6% during 2024, from $25M to $27M. Reported net income was $2M.
How have Wellpoint Care Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellpoint Care Network's sponsor-wide assets grew 17.2%, from $23M to $27M.
Where does Wellpoint Care Network 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Wellpoint Care Network 403(b) Retirement Plan ranks in the 76th 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 Other plans are similar in size to Wellpoint Care Network 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M, 1,343 participants).
Which Other plans cover a similar participant headcount to Wellpoint Care Network 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Fellowship Community 403b Plan in PA (339 participants, $6M 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 391338354.

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.