Wellvana 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Wellvana Integration Partners, LLC · Tennessee · Administrative & Support Services
What the 2023 filing shows
Wellvana 401(k) Plan holds $3M for 206 participants — about $14,128 per participant, up 15.4% over the 2024 plan year.
- $3M
- total plan assets (2024 EOY)
- 206
- covered participants
- $14,128
- avg assets per participant
- +15.4%
- assets growth YoY
What the Filing Says About Wellvana 401(k) Plan
Wellvana 401(k) Plan is a Profit Sharing retirement plan sponsored by Wellvana Integration Partners, LLC, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 206 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 863069354, and the plan has been effective since 2021-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 15.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $388K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $3M |
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $388K |
| Plan Type | Profit Sharing |
| Employer EIN | 863069354 |
| Plan Effective Date | 2021-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellvana Integration Partners, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 143 | $3M |
| 2024 | 1 | 206 | $3M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- Savings Plan for Employees at Ornl $1.6B · 6,020
- Savings Program for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy Facilities at Oak Ridge, Tennessee $1.3B · 6,139
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
Related Data
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Frequently Asked Questions
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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 863069354.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.