401(k) · DOL Form 5500 · 2024

Wellthy, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
248
Participants Below avg headcount
54th
Percentile by assets National rank
$37,698
Avg per participant Low balance/head
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Official DOL plan name: Wellthy, Inc. 401(k) Retirement Plan and Trust · Sponsored by Wellthy, Inc. · New York · Healthcare & Social Assistance

$9M in assets, 248 participants

Wellthy, Inc.'s Wellthy, Inc. 401(k) Retirement Plan and Trust reported $9M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,097 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Wellthy, Inc. 401(k) Retirement Plan and Trust covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $9M.

#10,097
in Healthcare & Social Assistance (16,916 peers)
+32.7%
assets growth YoY

Wellthy, Inc. 401(k) Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wellthy, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$9,349,048 Top 46% higher than 54% 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

Wellthy, Inc. 401(k) Retirement Plan and Trust 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. Wellthy, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellthy, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Wellthy, Inc. 401(k) Retirement Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wellthy, Inc. 401(k) Retirement Plan and Trust reported participants fell from 294 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 472721806 · Wellthy, Inc. PY 2024 · 401(k)

Wellthy, Inc. 401(k) Retirement Plan and Trust · $9M · 248 · 54th

  • BOY $9M
  • SCH 248
  • EBSA 54th
  • PART 401(k)
  • TYPE near Ds Technologies, LLC 401(k) Profit Sharing Plan
  • NET ind #10097

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 New York →

Wellthy, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Wellthy, Inc. 401(k) Retirement Plan and TrustWellthy, Inc. 401(k) Retirem…$9MDs Technologies, LLC 401(k) Profit Sharing PlanDs Technologies, LLC 401(k) …$9MThe Kenific Group 401(k) Plan$9MNational Field Representatives 401(k) Profit Sharing Plan & TrustNational Field Representativ…$9MHall Hospitality Group LLC 401(k) PlanHall Hospitality Group LLC 4…$9M
End-of-year total assets ($M) among Wellthy, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN472721806
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellthy, Inc.)

Sponsor-wide plan assets over time

All Wellthy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 141.29707675602793% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.87M $9.35M ▲ +141.6%
Year Plans Participants Total Assets
2022 1 233 $4M
2023 1 294 $7M
2024 1 248 $9M

Nearby 401(k) Plans in New York

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

Wellthy, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wellthy, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.009349048 · Participants: 248Wellthy, Inc. 401(k) Retirement Plan and TrustIBM 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
Wellthy, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wellthy, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Wellthy, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ds Technologies, LLC 401(k) Profit Sharing Plan in MD ($9M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Wellthy, Inc. 401(k) Retirement Plan and Trust assets move in 2024? ▼
Wellthy, Inc. 401(k) Retirement Plan and Trust surged - up 32.7% during 2024, from $7M to $9M. Reported net income was $2M.
How have Wellthy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellthy, Inc.'s sponsor-wide assets grew 141.3%, from $4M to $9M.
Which 401(k) plans are similar in size to Wellthy, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ds Technologies, LLC 401(k) Profit Sharing Plan in MD ($9M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Wellthy, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 472721806.

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.