401(k) · DOL Form 5500 · 2024

Wellspace Health 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
1,088
Participants
75th
Percentile by assets
$24,183
Avg per participant
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Official DOL plan name: Wellspace Health 401(k) Retirement Savings Plan · Sponsored by Wellspace Health · California · Healthcare & Social Assistance

$26M in assets, 1,088 participants

Wellspace Health's Wellspace Health 401(k) Retirement Savings Plan reported $26M in total assets and 1,088 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #13,347 in Healthcare & Social Assistance (16,916 peers)

Where Wellspace Health 401(k) Retirement Savings Plan sits by assets

Wellspace Health 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 1,088 participants (~$24,183/participant), up 30.0% in 2024.

$26M
total plan assets (2024 EOY)
1,088
covered participants
75th
percentile by assets (of 123,622 plans)
$24,183
avg assets per participant

Where Wellspace Health 401(k) Retirement Savings Plan sits by total assets

Wellspace Health 401(k) Retirement Savings Plan vs every filed plan by assets

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

$26,311,293 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellspace Health 401(k) Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Wellspace Health 401(k) Retirement Savings Plan reported participants rose from 923 in the plan year 2023 filing to 1,088 in the plan year 2024 filing.
  • Wellspace Health 401(k) Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Wellspace Health 401(k) Retirement Savings Plan vs the 2024 asset distribution

By assets, Wellspace Health 401(k) Retirement Savings Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN941713704
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellspace Health)

$10M$15M$20M$25M$30M 202220232024 $14.8M $26.3M ▲ +78.3%
Total plan assets by year, all Wellspace Health plans on file
Year Plans Participants Total Assets
2022 1 788 $15M
2023 1 923 $20M
2024 1 1,088 $26M

Nearby 401(k) Plans in California

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

Wellspace Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wellspace Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wellspace Health 401…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Wellspace Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wellspace Health 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Wellspace Health 401(k) Retirement Savings Plan assets move in 2024?
Wellspace Health 401(k) Retirement Savings Plan surged - up 30.0% during 2024, from $20M to $26M. Reported net income was $6M.
How have Wellspace Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Wellspace Health's sponsor-wide assets grew 78.2%, from $15M to $26M.
Where does Wellspace Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
Wellspace Health 401(k) Retirement Savings Plan ranks in the 75th 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 401(k) plans are similar in size to Wellspace Health 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Paramedic Services of Illinois, Inc. Employees' Retirement Plan and Trust in IL ($26M, 334 participants).

Next read for Wellspace Health 401(k) Retirement Savin…

Scale reading

Ways to act on Wellspace Health 401(k) Retirement Savings Plan's numbers.