How big is Well Group Inc.'s plan?

Well Group Inc.'s plan reported $335K in assets and 59 participants for 2025.

Original filing (PDF)20260424084608NAL0009220480001

Well Group Inc.

Name: Well Group Inc. — Well Group Inc. 401(k) Profit, Form 5500 (2025)
Creator: Well Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Well Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Well Group Inc.'s Well Group Inc. 401(k) Profit Sharing Plan & Trust held $335K in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

Plan identifiers

Well Group Inc.'s EIN is 86-1960765.

EIN 86-1960765

Plan number 001

Plan year 2025

ACK ID 20260424084608NAL0009220480001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Well Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Well Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WELL GROUP INC

EIN

all filings

Address

231 BORDER ST · BOSTON, MA · 021281619

Phone

(978) 828-8887

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator