401(k) · DOL Form 5500 · 2024

Wellnest Emotional Health & Wellness 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 229
Participants Below avg headcount: 68th
Percentile by assets National rank: $78,465
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellnest 401(k) Plan · Sponsored by Wellnest Emotional Health & Wellness · California · Healthcare & Social Assistance

$18M in assets, 229 participants

Wellnest Emotional Health & Wellness's Wellnest 401(k) Plan reported $18M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#12,352 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Wellnest 401(k) Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $18M.

#12,352
in Healthcare & Social Assistance (16,916 peers): +17.4%
assets growth YoY

Wellnest 401(k) Plan's outsized position by total assets

Wellnest 401(k) Plan vs every filed plan by assets

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

$17,968,423 Top 32% higher than 68% 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

Wellnest 401(k) 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. Wellnest 401(k) Plan sits mid-pack in the medium band (229 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Wellnest 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Wellnest 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Wellnest 401(k) Plan reported participants fell from 236 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951690974 · Wellnest Emotional Health & Wellness PY 2024 · 401(k)

Wellnest 401(k) Plan · $18M · 229 · 68th

VS-ST $18M
VS-ST 229
VS-ST 68th
VS-ST 401(k)
VS-ST near Mackin Educational Resources 401(k) Retirement Savings Plan
VS-ST ind #12352

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 California →

End-of-year total assets ($M) among Wellnest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$18M
Net Income	$3M
Employer EIN	951690974
Plan Effective Date	2009-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wellnest Emotional Health & Wellness)

Latest sponsor-wide plan assets: $18M 53.54832441173738% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	241	$12M
2023	1	236	$15M
2024	1	229	$18M

Nearby 401(k) Plans in California

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

Wellnest 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Wellnest 401(k) Plan side-by-side with 3 peers →

Wellnest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mackin Educational Resources 401(k) Retirement Savings Plan in MN ($18M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Mackin Educational Resources 401(k) Retirement Savings Plan (MN) $18M · 524
The Cei Group 401(k) Profit Sharing Plan (PA) $18M · 355
Total Expert, Inc. 401(k) Plan (MN) $18M · 393
Imperial Distributors, Inc. 401(k) Retirement Savings Plan (MA) $18M · 572

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

Hunter's Ambulance Savings & Retirement Plan (CT) 229 · 0 off
Duke Aerial, Inc. 401(k) Plan (IA) 229 · 0 off
Alpha Measurement Solutions, LLC. (TX) 229 · 0 off
Anderson Equipment Company Retirement Savings Plan (PA) 229 · 0 off

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 Wellnest 401(k) Plan assets move in 2024? ▼

Wellnest 401(k) Plan grew sharply - up 17.4% during 2024, from $15M to $18M. Reported net income was $3M.

How have Wellnest Emotional Health & Wellness plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wellnest Emotional Health & Wellness's sponsor-wide assets grew 53.5%, from $12M to $18M.

Which 401(k) plans are similar in size to Wellnest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mackin Educational Resources 401(k) Retirement Savings Plan in MN ($18M, 524 participants).

Which 401(k) plans cover a similar participant headcount to Wellnest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 951690974.