401(k) · DOL Form 5500 · 2024

Well Dot Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
176
Participants Small participant base
52nd
Percentile by assets National rank
$47,729
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Well. 401(k) Plan · Sponsored by Well Dot Inc. · North Carolina · Professional & Technical Services

$8M in assets, 176 participants

Well Dot Inc.'s Well. 401(k) Plan reported $8M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,128 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Well. 401(k) Plan covers 176 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#10,128
in Professional & Technical Services (20,173 peers)
+56.4%
assets growth YoY

Well. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Well. 401(k) Plan vs every filed plan by assets

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

$8,400,307 Top 48% higher than 52% 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

Well. 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. Well. 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Well. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Well. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Well. 401(k) Plan reported participants rose from 125 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833190954 · Well Dot Inc. PY 2024 · 401(k)

Well. 401(k) Plan · $8M · 176 · 52nd

  • IND $8M
  • EOY 176
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Schneiderman's Furniture, Inc. 401(k) Ps Plan
  • EIN ind #10128

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Well. 401(k) Plan in the asset neighbourhood

Well. 401(k) Plan$8MSchneiderman's Furniture, Inc. 401(k) Ps PlanSchneiderman's Furniture, In…$8MTraver Idc 401(k) Plan$8MLumitex, LLC 401(k) Plan$8MKobussen Buses, Ltd. 401(k) Profit Sharing PlanKobussen Buses, Ltd. 401(k) …$8M
End-of-year total assets ($M) among Well. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN833190954
Plan Effective Date2019-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Well Dot Inc.)

Sponsor-wide plan assets over time

All Well Dot Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 56.44017378378262% vs 2023
2024 filing year
$5M$6M$7M$8M$9M 20232024 $5.37M $8.4M ▲ +56.4%
Year Plans Participants Total Assets
2023 1 125 $5M
2024 1 176 $8M

Nearby 401(k) Plans in North Carolina

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

Well. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Well. 401(k) Plan, Total assets ($B): 0.008400307 · Participants: 176Well. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Well. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Well. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Schneiderman's Furniture, Inc. 401(k) Ps Plan in MN ($8M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Well. 401(k) Plan assets move in 2024? ▼
Well. 401(k) Plan surged - up 56.4% during 2024, from $5M to $8M. Reported net income was $3M.
How have Well Dot Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Well Dot Inc.'s sponsor-wide assets grew 56.4%, from $5M to $8M.
Which 401(k) plans are similar in size to Well. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schneiderman's Furniture, Inc. 401(k) Ps Plan in MN ($8M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Well. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 833190954.

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.