401(k) · DOL Form 5500 · 2024

Wecare Advisory Partner, Inc. 401(k) Plan

Data updated 2026-08-25

$208K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$207,936
Avg per participant Above avg balance/head
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Official DOL plan name: Wecare Advisory Partner, Inc. 401(k) Plan · Sponsored by Wecare Advisory Partner, Inc. · Ohio · Finance & Insurance

$208K in assets, 1 participants

Wecare Advisory Partner, Inc.'s Wecare Advisory Partner, Inc. 401(k) Plan reported $208K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #466 in Finance & Insurance (8,549 peers)

2024 asset change

Wecare Advisory Partner, Inc. 401(k) Plan contracted severely 30.5% in 2024 ($299K → $208K) for 1 participant.

#466
in Finance & Insurance (8,549 peers)
-30.5%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wecare Advisory Partner, Inc. 401(k) Plan among the smaller filed plans by assets

Wecare Advisory Partner, Inc. 401(k) Plan vs every filed plan by assets

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

$207,936 11th percentile higher than 11% 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

Wecare Advisory Partner, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wecare Advisory Partner, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wecare Advisory Partner, Inc. 401(k) Plan reported net income fell from $83K in the plan year 2023 filing to -$91K in the plan year 2024 filing.
  • Wecare Advisory Partner, Inc. 401(k) Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Wecare Advisory Partner, Inc. 401(k) Plan end-of-year assets fell from $299K in the plan year 2023 filing to $208K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822575069 · Wecare Advisory Partner, Inc. PY 2024 · 401(k)

Wecare Advisory Partner, Inc. 401(k) Plan · $208K · 1 · 11th

  • IND $208K
  • EOY 1
  • 5500 11th
  • ASSETS 401(k)
  • PCT near Celcor 401(k)
  • EIN ind #466

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 Finance & Insurance retirement plans → · Plans in Ohio →

Wecare Advisory Partner, Inc. 401(k) Plan in the asset neighbourhood

Wecare Advisory Partner, Inc. 401(k) PlanWecare Advisory Partner, Inc…$208KCelcor 401(k)$208KEthanmaya Development Corp 401(k) PlanEthanmaya Development Corp 4…$208KUS Trailer Rental & Storage in 401(k) Profit Sharing Plan & TrustUS Trailer Rental & Storage …$208KS.K.H Shade Corp. 401(k) Plan$208K
End-of-year total assets ($M) among Wecare Advisory Partner, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wecare Advisory Partner, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Wecare Advisory Partner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208K 3.7462562896648137% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.22M $0.21M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 2 $216K
2023 1 2 $299K
2024 1 1 $208K

2024 asset-move particulars

Total Assets (Beginning of Year)$299K
Net Assets (End of Year)$208K
Net Income-$91K
Employer EIN822575069
Plan Effective Date2017-08-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Wecare Advisory Partner, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wecare Advisory Partner, Inc. 401(k) Plan, Total assets ($B): 0.000207936 · Participants: 1Wecare Advisory Partner, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Wecare Advisory Partner, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wecare Advisory Partner, Inc. 401(k) Plan side-by-side with 3 peers →

Wecare Advisory Partner, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Celcor 401(k) in NC ($208K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wecare Advisory Partner, Inc. 401(k) Plan assets move in 2024? ▼
Wecare Advisory Partner, Inc. 401(k) Plan contracted severely - down 30.5% during 2024, from $299K to $208K. Reported net income was -$91K.
How have Wecare Advisory Partner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wecare Advisory Partner, Inc.'s sponsor-wide assets declined 3.7%, from $216K to $208K.
Where does Wecare Advisory Partner, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wecare Advisory Partner, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wecare Advisory Partner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Celcor 401(k) in NC ($208K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wecare Advisory Partner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 822575069.

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.