401(k) · DOL Form 5500 · 2024

Gelia Wells & Mohr, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
79
Participants Small participant base
59th
Percentile by assets National rank
$145,161
Avg per participant Above avg balance/head
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Official DOL plan name: Gelia Wells & Mohr, Inc. 401(k) Plan · Sponsored by Gelia Wells & Mohr, Inc. · New York · Professional & Technical Services

$11M in assets, 79 participants

Gelia Wells & Mohr, Inc.'s Gelia Wells & Mohr, Inc. 401(k) Plan reported $11M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,532 in Professional & Technical Services (20,173 peers)

Gelia Wells & Mohr, Inc. multi-year trail

Gelia Wells & Mohr, Inc.'s plans moved +17.3% in assets from 2022 to 2024; this filing shows Gelia Wells & Mohr, Inc. 401(k) Plan at $11M / 79 participants.

#11,532
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY

Gelia Wells & Mohr, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gelia Wells & Mohr, Inc. 401(k) Plan vs every filed plan by assets

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

$11,467,705 Top 41% higher than 59% 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

Gelia Wells & Mohr, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gelia Wells & Mohr, Inc. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gelia Wells & Mohr, Inc. 401(k) Plan reported net income rose from $778K in the plan year 2023 filing to $910K in the plan year 2024 filing.
  • Gelia Wells & Mohr, Inc. 401(k) Plan reported participants fell from 88 in the plan year 2023 filing to 79 in the plan year 2024 filing.
  • Gelia Wells & Mohr, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160844960 · Gelia Wells & Mohr, Inc. PY 2024 · 401(k)

Gelia Wells & Mohr, Inc. 401(k) Plan · $11M · 79 · 59th

  • IND $11M
  • EOY 79
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Utility Pipeline, Ltd 401(k) Profit Sharing Plan
  • EIN ind #11532

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 Professional & Technical Services retirement plans → · Plans in New York →

Gelia Wells & Mohr, Inc. 401(k) Plan in the asset neighbourhood

Gelia Wells & Mohr, Inc. 401(k) PlanGelia Wells & Mohr, Inc. 401…$11MUtility Pipeline, Ltd 401(k) Profit Sharing PlanUtility Pipeline, Ltd 401(k)…$11MJnd Holdings, Inc. 401(k) Profit Sharing PlanJnd Holdings, Inc. 401(k) Pr…$11MBroadmead, Inc. 401(k) Retirement PlanBroadmead, Inc. 401(k) Retir…$11MGem Software 401(k) Plan$11M
End-of-year total assets ($M) among Gelia Wells & Mohr, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gelia Wells & Mohr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gelia Wells & Mohr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 17.267368911894845% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.78M $11.5M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 88 $11M
2024 1 79 $11M

Gelia Wells & Mohr, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$910K
Employer EIN160844960
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Gelia Wells & Mohr, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gelia Wells & Mohr, Inc. 401(k) Plan, Total assets ($B): 0.011467705 · Participants: 79Gelia Wells & Mohr, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Gelia Wells & Mohr, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gelia Wells & Mohr, Inc. 401(k) Plan side-by-side with 3 peers →

Gelia Wells & Mohr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Utility Pipeline, Ltd 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Gelia Wells & Mohr, Inc. 401(k) Plan assets move in 2024? ▼
Gelia Wells & Mohr, Inc. 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $11M to $11M. Reported net income was $910K.
How have Gelia Wells & Mohr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gelia Wells & Mohr, Inc.'s sponsor-wide assets grew 17.3%, from $10M to $11M.
Which 401(k) plans are similar in size to Gelia Wells & Mohr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility Pipeline, Ltd 401(k) Profit Sharing Plan in OH ($11M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Gelia Wells & Mohr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 160844960.

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.