Other · DOL Form 5500 · 2024
Well-Spring Retirement Community, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 742
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $22,298
- Avg per participant Low balance/head
Official DOL plan name: Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · Sponsored by Well-Spring Retirement Community, Inc. · North Carolina · Healthcare & Social Assistance
$17M in assets, 742 participants
Well-Spring Retirement Community, Inc.'s Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported $17M in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,087 in Healthcare & Social Assistance (16,916 peers)
Well-Spring Retirement Community, Inc. multi-year trail
Well-Spring Retirement Community, Inc.'s plans moved +22.3% in assets from 2022 to 2024; this filing shows Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan at $17M / 742 participants.
- #12,087
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,545,112 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings 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. Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan sits mid-pack in the medium band (742 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan reported participants rose from 700 in the plan year 2023 filing to 742 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561497371 · Well-Spring Retirement Community, Inc. PY 2024 · Other
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan · $17M · 742 · 66th
- BOOK $17M
- BOOK 742
- BOOK 66th
- BOOK Other
- BOOK near Avance, Inc. 403(b) Plan
- BOOK ind #12087
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 North Carolina →
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in the asset neighbourhood
Well-Spring Retirement Community, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Well-Spring Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 22.31366956341228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 560 | $14M |
| 2023 | 1 | 700 | $15M |
| 2024 | 1 | 742 | $17M |
Well-Spring Retirement Community, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 561497371 |
| Plan Effective Date | 1997-03-23 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Avance, Inc. 403(b) Plan in TX ($17M); by covered participants it is Sunny Glen Children's Home 403(b) Plan in TX (742 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Avance, Inc. 403(b) Plan (TX) $17M · 994
- Path Corporation 403(b) Plan (CA) $17M · 1,089
- Christian Academy School System 403(b) Plan (KY) $17M · 796
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan (OK) $17M · 306
Similar participant headcount
Nearest other-state filings by covered participants (742 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.