Profit Sharing · DOL Form 5500 · 2024
D E Welch, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $242K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 12th
- Percentile by assets National rank
Official DOL plan name: D E Welch Profit Sharing Plan & Trust · Sponsored by D E Welch, Inc. · North Carolina · Educational Services
$242K in assets, N/A participants
D E Welch, Inc.'s D E Welch Profit Sharing Plan & Trust reported $242K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #312 in Educational Services (3,638 peers)
What the 2024 filing shows
D E Welch Profit Sharing Plan & Trust holds $242K for N/A participants, among the smaller plans by assets on file.
- #312
- in Educational Services (3,638 peers)
- +0.3%
- assets growth YoY
D E Welch Profit Sharing Plan & Trust among the smaller filed plans by assets
D E Welch Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$242,244 12th percentile higher than 12% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- D E Welch Profit Sharing Plan & Trust reported net income fell from $1K in the plan year 2023 filing to $680 in the plan year 2024 filing.
DOL schedule card
Filing strip 561372974 · D E Welch, Inc. PY 2024 · Profit Sharing
D E Welch Profit Sharing Plan & Trust · $242K · N/A · 12th
- EBSA $242K
- EBSA N/A
- EBSA 12th
- EBSA Profit Sharing
- EBSA near Master Security Company, LLC Retirement Plan
- EBSA ind #312
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 Educational Services retirement plans → · Plans in North Carolina →
D E Welch Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $242K |
|---|---|
| Net Assets (End of Year) | $242K |
| Net Income | $680 |
| Employer EIN | 561372974 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D E Welch, Inc.)
Sponsor-wide plan assets over time
All D E Welch, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $242K 0.8278703877130549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $240K |
| 2023 | 1 | N/A | $242K |
| 2024 | 1 | N/A | $242K |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
D E Welch Profit Sharing Plan & Trust's closest out-of-state Profit Sharing peers by assets
Outside North Carolina, the nearest Profit Sharing by end-of-year assets is Master Security Company, LLC Retirement Plan in MD at $242K (this filing: $242K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242K here).
- Master Security Company, LLC Retirement Plan (MD) $242K · 171
- Edward J Gilson Jr (PA) $242K · 2
- House of Brews Corp. Profit Sharing Plan (TX) $242K · 2
- Lms Mission Inc. Retirement Plan (MN) $242K · 1
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.