401(k) · DOL Form 5500 · 2023

Welllife Network Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
169
Participants Small participant base
56th
Percentile by assets National rank
$51,374
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan for Employees of Welllife Network Inc. · Sponsored by Welllife Network Inc. · New York · Other Services

$9M in assets, 169 participants

Welllife Network Inc.'s Tax Deferred Annuity Plan for Employees of Welllife Network Inc. reported $9M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,836 in Other Services (7,857 peers)

Coverage in New York

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $9M.

#5,836
in Other Services (7,857 peers)
+4.2%
assets growth YoY

Tax Deferred Annuity Plan for Employees of Welllife Network Inc.'s mid-pack asset rank among Other Services and all filers

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,682,128 Top 44% higher than 56% of 127,068 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 2023

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan for Employees of Welllife Network Inc. sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan for Employees of Welllife Network Inc. reported net income rose from -$1M in the plan year 2022 filing to $352K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Employees of Welllife Network Inc. reported participants fell from 178 in the plan year 2022 filing to 169 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Employees of Welllife Network Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112542430 · Welllife Network Inc. PY 2023 · 401(k)

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. · $9M · 169 · 56th

  • VS-ST $9M
  • VS-ST 169
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Budd Van Lines, Inc. Savings and Retirement Plan
  • VS-ST ind #5836

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 Other Services retirement plans → · Plans in New York →

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. in the asset neighbourhood

Tax Deferred Annuity Plan for Employees of Welllife Network Inc.Tax Deferred Annuity Plan fo…$9MBudd Van Lines, Inc. Savings and Retirement PlanBudd Van Lines, Inc. Savings…$9MMontreat College Retirement PlanMontreat College Retirement …$9MCarroll Management Group, LLC 401(k) Retirement PlanCarroll Management Group, LL…$9MEdgerton Hospital and Health Services 401(k) Plan & TrustEdgerton Hospital and Health…$9M
End-of-year total assets ($M) among Tax Deferred Annuity Plan for Employees of Welllife Network Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$352K
Employer EIN112542430
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welllife Network Inc.)

Sponsor-wide plan assets over time

All Welllife Network Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 93.6355451460713% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.1M $79.5M ▲ +93.6%
Year Plans Participants Total Assets
2022 2 2,354 $41M
2023 3 5,019 $78M
2024 3 4,905 $80M

Nearby 401(k) Plans in New York

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

Tax Deferred Annuity Plan for Employees of Welllife Network Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tax Deferred Annuity Plan for Employees of Welllife Network Inc., Total assets ($B): 0.008682128 · Participants: 169Tax Deferred Annuity Plan for Employees of Welllife Network Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tax Deferred Annuity Plan for Employees of Welllife Network Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tax Deferred Annuity Plan for Employees of Welllife Network Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan for Employees of Welllife Network Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Budd Van Lines, Inc. Savings and Retirement Plan in NJ ($9M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax Deferred Annuity Plan for Employees of Welllife Network Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan for Employees of Welllife Network Inc. edged up modestly - up 4.2% during 2023, from $8M to $9M. Reported net income was $352K.
How have Welllife Network Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welllife Network Inc.'s sponsor-wide assets grew 93.6%, from $41M to $80M.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan for Employees of Welllife Network Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Budd Van Lines, Inc. Savings and Retirement Plan in NJ ($9M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan for Employees of Welllife Network Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112542430.

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.