401(k) · DOL Form 5500 · 2024

Wellbe Senior Medical, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
550
Participants Below avg headcount
64th
Percentile by assets National rank
$26,756
Avg per participant Low balance/head
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Official DOL plan name: Wellbe Senior Medical 401(k) Plan · Sponsored by Wellbe Senior Medical, LLC · Illinois · Healthcare & Social Assistance

$15M in assets, 550 participants

Wellbe Senior Medical, LLC's Wellbe Senior Medical 401(k) Plan reported $15M in total assets and 550 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.

  • #11,680 in Healthcare & Social Assistance (16,916 peers)

Wellbe Senior Medical, LLC multi-year trail

Wellbe Senior Medical, LLC's plans moved +346.3% in assets from 2022 to 2024; this filing shows Wellbe Senior Medical 401(k) Plan at $15M / 550 participants.

#11,680
in Healthcare & Social Assistance (16,916 peers)
+114.8%
assets growth YoY

Wellbe Senior Medical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wellbe Senior Medical 401(k) Plan vs every filed plan by assets

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

$14,715,680 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

Wellbe Senior Medical 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. Wellbe Senior Medical 401(k) Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellbe Senior Medical 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 550 in the plan year 2024 filing.
  • Wellbe Senior Medical 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Wellbe Senior Medical 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833843209 · Wellbe Senior Medical, LLC PY 2024 · 401(k)

Wellbe Senior Medical 401(k) Plan · $15M · 550 · 64th

  • PART $15M
  • TYPE 550
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Kpit Technologies Inc. 401(k) Retirement Savings Plan
  • BOY ind #11680

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 Illinois →

Wellbe Senior Medical 401(k) Plan in the asset neighbourhood

Wellbe Senior Medical 401(k) PlanWellbe Senior Medical 401(k)…$15MKpit Technologies Inc. 401(k) Retirement Savings PlanKpit Technologies Inc. 401(k…$15MDustrol, Inc. Profit Sharing PlanDustrol, Inc. Profit Sharing…$15MMckinley Irvin, PLLC Profit Sharing PlanMckinley Irvin, PLLC Profit …$15MMica Corporation Profit Sharing Retirement Plan and TrustMica Corporation Profit Shar…$15M
End-of-year total assets ($M) among Wellbe Senior Medical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wellbe Senior Medical, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wellbe Senior Medical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 346.277793648743% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.3M $14.7M ▲ +346.1%
Year Plans Participants Total Assets
2022 1 99 $3M
2023 1 139 $7M
2024 1 550 $15M

Wellbe Senior Medical, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$15M
Net Income$8M
Employer EIN833843209
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wellbe Senior Medical 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Wellbe Senior Medical 401(k) Plan, Total assets ($B): 0.01471568 · Participants: 550Wellbe Senior Medical 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Wellbe Senior Medical 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wellbe Senior Medical 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Kpit Technologies Inc. 401(k) Retirement Savings Plan in MI ($15M); by covered participants it is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Wellbe Senior Medical 401(k) Plan assets move in 2024? ▼
Wellbe Senior Medical 401(k) Plan surged - up 114.8% during 2024, from $7M to $15M. Reported net income was $8M.
How have Wellbe Senior Medical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellbe Senior Medical, LLC's sponsor-wide assets grew 346.3%, from $3M to $15M.
Which 401(k) plans are similar in size to Wellbe Senior Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kpit Technologies Inc. 401(k) Retirement Savings Plan in MI ($15M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Wellbe Senior Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants, $45M 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 833843209.

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.