Profit Sharing · DOL Form 5500 · 2024
Wellons Group, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $225,142
- Avg per participant Above avg balance/head
Official DOL plan name: Wellons Group, Inc. Profit Sharing Plan and Trust · Sponsored by Wellons Group, Inc. · Washington · Manufacturing
$45M in assets, 202 participants
Wellons Group, Inc.'s Wellons Group, Inc. Profit Sharing Plan and Trust reported $45M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #13,519 in Manufacturing (17,777 peers)
Coverage in Washington
Wellons Group, Inc. Profit Sharing Plan and Trust covers 202 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $45M.
- #13,519
- in Manufacturing (17,777 peers)
- -4.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellons Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets
Wellons Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,478,676 Top 17% higher than 83% 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
Wellons Group, Inc. Profit Sharing 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. Wellons Group, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellons Group, Inc. Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wellons Group, Inc. Profit Sharing Plan and Trust reported participants rose from 184 in the plan year 2023 filing to 202 in the plan year 2024 filing.
- Wellons Group, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $48M in the plan year 2023 filing to $45M in the plan year 2024 filing.
DOL schedule card
Filing strip 271458904 · Wellons Group, Inc. PY 2024 · Profit Sharing
Wellons Group, Inc. Profit Sharing Plan and Trust · $45M · 202 · 83rd
- PART $45M
- PART 202
- PART 83rd
- PART Profit Sharing
- PART near Midwest Laboratories, Inc. Profit Sharing Plan and Trust
- PART ind #13519
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 Manufacturing retirement plans → · Plans in Washington →
Wellons Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$2M |
| Employer EIN | 271458904 |
| Plan Effective Date | 1974-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellons Group, Inc.)
Sponsor-wide plan assets over time
All Wellons Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 4.66175846722857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $43M |
| 2023 | 1 | 184 | $48M |
| 2024 | 1 | 202 | $45M |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $680M · 1,926
- Itron, Inc. Incentive Savings Plan $651M · 2,593
- Multicare Health System Retirement Account Plan $562M · 11,865
- SEIU 775 Secure Retirement Plan $498M · 72,804
- Western Washington Painters Defined Contribution Pension Plan $263M · 1,633
Wellons Group, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Midwest Laboratories, Inc. Profit Sharing Plan and Trust in NE ($46M); by covered participants it is Concord Nh Boys & Girls Club 403(b) Plan in NH (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Midwest Laboratories, Inc. Profit Sharing Plan and Trust (NE) $46M · 277
- Zero to Three National Center for Infants Toddlers and Families 403b Plan (DC) $46M · 240
- Federal Manufacturing Corporation Profit Sharing Plan (CA) $45M · 27
- Healthtexas Medical Group 401(k) Profit Sharing Plan (TX) $45M · 400
Similar participant headcount
Nearest other-state filings by covered participants (202 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.