How big is Welcare's plan?

Welcare's plan reported $852K in assets and 2 participants for 2024.

Original filing (PDF)20250919192857NAL0003016448001

Welcare

Name: Welcare — Welcare Cash Balance Plan, Form 5500 (2024)
Creator: Welcare
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welcare Cash Balance Plan

Defined-benefit pension plan · Welcare's Welcare Cash Balance Plan held $852K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

Plan identifiers

Welcare's EIN is 86-2366014.

EIN 86-2366014

Plan number 001

Plan year 2024

ACK ID 20250919192857NAL0003016448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welcare from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welcare's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WELCARE

EIN

all filings

Address

500 E. CALAVERAS BLVD · SUITE 100 · MILIPITAS, CA · 95035

Phone

(510) 796-0222

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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