How big is The Welch Group, LLC's plan?

The Welch Group, LLC's plan reported $26.2M in assets and 41 participants for 2025.

Original filing (PDF)20260209101954NAL0001538992001

The Welch Group, LLC

Name: The Welch Group, LLC — The Welch Group, LLC 401(k), Form 5500 (2025)
Creator: The Welch Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Welch Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Welch Group, LLC's The Welch Group, LLC 401(k) Profit Sharing Plan held $26.2M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.2M

Net assets (EOY)

$26.2M

People on this filing

Stewart Welch signed The Welch Group, LLC's 2025 Form 5500 as plan administrator.

Stewart Welch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Welch Group, LLC's EIN is 63-1231262.

EIN 63-1231262

Plan number 003

Plan year 2025

ACK ID 20260209101954NAL0001538992001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Welch Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Welch Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WELCH GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off