Wells Enterprises 401(k) and pension plans

Wells Enterprises, Inc., Le Mars, IA. EIN 42-1080796. Annual reports 2009–2024. Also filed as Wells Dairy, Inc.; Wells' Dairy, Inc.

Wells Enterprises, Inc. has one active retirement plan on file, the Wells Enterprises, Inc. 401(k) Plan, with 5,007 participants and $446 million in assets in 2024. John Hancock has been its recordkeeper since 2015.

Active plans: 1
Participants: 5,007
Plan assets: $446 million
401(k) recordkeeper: John Hancock
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Wells Enterprises, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 42-1080796
Participants (2024): 5,007
Net assets (2024): $446 million
Recordkeeper: John HancockEarlier: New York Life Investment Management (2010–2014), Schwab (2009)
Plan administrator: Wells Enterprises, Inc.
1 Blue Bunny Drive, Po Box 1310
Le Mars, IA 51031
(800) 942-3800As filed for 2024
In effect since: September 1, 1985

Plans merged into this one: Wells Enterprises, Inc. Pension Plan (2018); Wells Enterprises, Inc. Pension Plan for Represented Employees (2022).

Earlier sponsor: Wells Dairy, Inc. (2009–2010).

Earlier plan names: Wells Dairy, Inc. 401(k) Flexible Savings Plan; Wells' Dairy, Inc. 401(k) Flexible Spending Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,007	$446 million	John Hancock
2023	5,075	$396 million	John Hancock
2022	5,212	$337 million	John Hancock
2021	5,215	$404 million	John Hancock
2020	4,841	$356 million	John Hancock
2019	3,713	$300 million	John Hancock
2018	3,686	$245 million	John Hancock
2017	3,191	$254 million	John Hancock
2016	3,007	$215 million	John Hancock
2015	2,880	$195 million	John Hancock
2014	2,717	$192 million	New York Life Investment Management
2013	2,770	$188 million	New York Life Investment Management
2012	2,604	$154 million	New York Life Investment Management
2011	2,487	$133 million	New York Life Investment Management
2010	2,517	$129 million	New York Life Investment Management
2009	2,592	$111 million	Schwab

Wells Enterprises, Inc. Pension Plan for Represented Employees

Pension (defined benefit)MergedUnion (multiemployer)

Merged. In 2022 its assets moved to the Wells Enterprises, Inc. 401(k) Plan, sponsored by Wells Enterprises, Inc. (EIN 42-1080796, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 42-1080796
Participants (2020): 918
Net assets (2020): $97.4 million
Administered by: John Hancock2017–2021
Plan administrator: Wells Enterprises, Inc.
1 Blue Bunny Drive, Po Box 1310
Le Mars, IA 51031
(800) 942-3800As filed for 2022
In effect since: December 1, 2017

Year by year, 2017 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$349,189	John Hancock
2020	918	$97.4 million	John Hancock
2019	921	$90.8 million	John Hancock
2018	922	$78.7 million	John Hancock
2017	927	$63.6 million	John Hancock

Wells Enterprises, Inc. Pension Plan

Pension (defined benefit)MergedUnion (multiemployer)

Merged. In 2018 its assets moved to the Wells Enterprises, Inc. 401(k) Plan, sponsored by Wells Enterprises, Inc. (EIN 42-1080796, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 42-1080796
Participants (2016): 2,760
Net assets (2016): $179 million
Administered by: John Hancock2014–2017
Plan administrator: Wells Enterprises, Inc.
1 Blue Bunny Drive, Po Box 1310
Le Mars, IA 51031
(800) 942-3800As filed for 2018
In effect since: December 1, 1959

Earlier sponsor: Wells' Dairy, Inc. (2009–2011).

Earlier plan names: Pension Plan for Employees of Wells' Dairy, Inc..

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	0	$870,555	John Hancock
2016	2,760	$179 million	John Hancock
2015	2,750	$157 million	John Hancock
2014	2,988	$156 million	John Hancock
2013	3,046	$152 million	not listed
2012	3,950	$149 million	not listed
2011	3,841	$130 million	not listed
2010	3,784	$117 million	not listed
2009	3,720	$87.5 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Wells Enterprises, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 942-3800). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.