401(k) · DOL Form 5500 · 2024

Wellpath Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$286M
Total assets Near avg plan size
14,314
Participants Very large workforce
96th
Percentile by assets National rank
$19,963
Avg per participant Low balance/head
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Official DOL plan name: Wellpath 401(k) Plan · Sponsored by Wellpath Holdings, Inc. · Tennessee · Healthcare & Social Assistance

$286M in assets, 14,314 participants

Wellpath Holdings, Inc.'s Wellpath 401(k) Plan reported $286M in total assets and 14,314 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,218 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Wellpath 401(k) Plan covers 14,314 participants in Tennessee, 13x the typical Tennessee plan (state average ~1,126 per filing). Assets: $286M.

#16,218
in Healthcare & Social Assistance (16,916 peers)
+11.7%
assets growth YoY
2.9×
vs typical plan assets (national mean)

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

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

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

$285,754,437 Top 4% higher than 96% 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

Wellpath 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellpath 401(k) Plan is a mega filing (14,314 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellpath 401(k) Plan reported net income fell from $46M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Wellpath 401(k) Plan reported participants rose from 11,221 in the plan year 2023 filing to 14,314 in the plan year 2024 filing.
  • Wellpath 401(k) Plan end-of-year assets rose from $256M in the plan year 2023 filing to $286M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831316669 · Wellpath Holdings, Inc. PY 2024 · 401(k)

Wellpath 401(k) Plan · $286M · 14,314 · 96th

  • EOY $286M
  • 5500 14,314
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Curia 401(k) Plan
  • RANK ind #16218

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 Tennessee →

Wellpath 401(k) Plan in the asset neighbourhood

Skidmore, Owings & Merrill LLP 401(k) Savings PlanSkidmore, Owings & Merrill L…$286MSsoe, Inc. Profit Sharing and Savings Plan and TrustSsoe, Inc. Profit Sharing an…$286MWellpath 401(k) Plan$286MCuria 401(k) Plan$286MCheck Point Software Technologies, Inc 401(k) Retirement PlanCheck Point Software Technol…$285M
End-of-year total assets ($M) among Wellpath 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$286M
Net Income$30M
Employer EIN831316669
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellpath Holdings, Inc.)

Sponsor-wide plan assets over time

All Wellpath Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$286M 35.83943187055908% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $210M $286M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 10,750 $210M
2023 1 11,221 $256M
2024 1 14,314 $286M

Nearby 401(k) Plans in Tennessee

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

Wellpath 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Wellpath 401(k) Plan, Total assets ($B): 0.285754437 · Participants: 14314Wellpath 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Wellpath 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Scale composition for Wellpath 401(k) Plan

Wellpath 401(k) Plan reports $286M in end-of-year assets across 14,314 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $19,963 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $30M.

This plan identity (EIN 831316669, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $210M to $286M (+35.8%) while covered participants moved from 10,750 to 14,314 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,750 $210M Open filing
2023 11,221 $256M Open filing
2024 · index core 14,314 $286M This page

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

Outside Tennessee, the nearest 401(k) by assets is Curia 401(k) Plan in NY ($286M); by covered participants it is P.F. Chang's China Bistro, Inc. 401(k) Plan in AZ (14,308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14,314 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 Wellpath 401(k) Plan assets move in 2024? ▼
Wellpath 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $256M to $286M. Reported net income was $30M.
How have Wellpath Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellpath Holdings, Inc.'s sponsor-wide assets grew 35.8%, from $210M to $286M.
Where does Wellpath 401(k) Plan rank by assets among Form 5500 filers? ▼
Wellpath 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wellpath 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curia 401(k) Plan in NY ($286M, 1,684 participants).
Which 401(k) plans cover a similar participant headcount to Wellpath 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P.F. Chang's China Bistro, Inc. 401(k) Plan in AZ (14,308 participants, $50M in assets).