401(k) · DOL Form 5500 · 2024

Well Luck Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
123
Participants Small participant base
64th
Percentile by assets National rank
$120,694
Avg per participant Near avg balance/head
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Official DOL plan name: Well Luck Co., Inc. 401(k) Plan · Sponsored by Well Luck Co., Inc. · New Jersey · Wholesale Trade

$15M in assets, 123 participants

Well Luck Co., Inc.'s Well Luck Co., Inc. 401(k) Plan reported $15M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,473 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Well Luck Co., Inc. 401(k) Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#3,473
in Wholesale Trade (6,080 peers)
+22.5%
assets growth YoY

Well Luck Co., Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Well Luck Co., Inc. 401(k) Plan vs every filed plan by assets

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

$14,845,357 Top 36% higher than 64% 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

Well Luck Co., Inc. 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. Well Luck Co., Inc. 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Well Luck Co., Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Well Luck Co., Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Well Luck Co., Inc. 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222460489 · Well Luck Co., Inc. PY 2024 · 401(k)

Well Luck Co., Inc. 401(k) Plan · $15M · 123 · 64th

  • 5500 $15M
  • ASSETS 123
  • PCT 64th
  • EIN 401(k)
  • RANK near Orthosynetics, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3473

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Well Luck Co., Inc. 401(k) Plan in the asset neighbourhood

Well Luck Co., Inc. 401(k) PlanWell Luck Co., Inc. 401(k) P…$15MOrthosynetics, Inc. 401(k) Profit Sharing PlanOrthosynetics, Inc. 401(k) P…$15MKleberg Bank, N.a. 401(k) PlanKleberg Bank, N.a. 401(k) Pl…$15MXmv, Inc. Profit Sharing Plan$15MConnecticut Heating & Cooling Contractors Association Retirement PlanConnecticut Heating & Coolin…$15M
End-of-year total assets ($M) among Well Luck Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN222460489
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Well Luck Co., Inc.)

Sponsor-wide plan assets over time

All Well Luck Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.510567828397136% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.86M $14.9M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 126 $10M
2023 1 115 $12M
2024 1 123 $15M

Nearby 401(k) Plans in New Jersey

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

Well Luck Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Well Luck Co., Inc. 401(k) Plan, Total assets ($B): 0.014845357 · Participants: 123Well Luck Co., Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Well Luck Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Well Luck Co., Inc. 401(k) Plan side-by-side with 3 peers →

Well Luck Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Orthosynetics, Inc. 401(k) Profit Sharing Plan in LA ($15M); by covered participants it is App Annie 401(k) Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Well Luck Co., Inc. 401(k) Plan assets move in 2024? ▼
Well Luck Co., Inc. 401(k) Plan grew sharply - up 22.5% during 2024, from $12M to $15M. Reported net income was $3M.
How have Well Luck Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Well Luck Co., Inc.'s sponsor-wide assets grew 50.5%, from $10M to $15M.
Which 401(k) plans are similar in size to Well Luck Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthosynetics, Inc. 401(k) Profit Sharing Plan in LA ($15M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Well Luck Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is App Annie 401(k) Plan in CA (123 participants, $12M 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 222460489.

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.