401(k) · DOL Form 5500 · 2022

Longview Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
50th
Percentile by assets National rank
$213,370
Avg per participant Above avg balance/head
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Official DOL plan name: Longview Wealth Management, Inc. 401(k) Plan · Sponsored by Longview Wealth Management, Inc. · Georgia · Finance & Insurance

$5M in assets, 23 participants

Longview Wealth Management, Inc.'s Longview Wealth Management, Inc. 401(k) Plan reported $5M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,240 in Finance & Insurance (9,261 peers)

Longview Wealth Management, Inc. multi-year trail

Longview Wealth Management, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Longview Wealth Management, Inc. 401(k) Plan at $5M / 23 participants.

#3,240
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Longview Wealth Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Longview Wealth Management, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,907,519 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Longview Wealth Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longview Wealth Management, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 581432011 · Longview Wealth Management, Inc. PY 2022 · 401(k)

Longview Wealth Management, Inc. 401(k) Plan · $5M · 23 · 50th

  • EBSA $5M
  • PART 23
  • TYPE 50th
  • NET 401(k)
  • BOOK near Creative Empire LLC 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #3240

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 Finance & Insurance retirement plans → · Plans in Georgia →

Longview Wealth Management, Inc. 401(k) Plan in the asset neighbourhood

Longview Wealth Management, Inc. 401(k) PlanLongview Wealth Management, …$5MCreative Empire LLC 401(k) Profit Sharing Plan and TrustCreative Empire LLC 401(k) P…$5MStat Plumbing Supply Company, Inc. 401(k) Profit Sharing PlanStat Plumbing Supply Company…$5MTaylor Community Savings Plan and TrustTaylor Community Savings Pla…$5MKirby Foods, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Longview Wealth Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Longview Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Longview Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.602354876262325% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.91M $6.31M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 26 $5M
2024 1 24 $6M

Longview Wealth Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN581432011
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Longview Wealth Management, Inc. 401(k) Plan, Total assets ($B): 0.004907519 · Participants: 23Longview Wealth Management, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Longview Wealth Management, Inc. 401(k) Plan side-by-side with 3 peers →

Longview Wealth Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Creative Empire LLC 401(k) Profit Sharing Plan and Trust in MI ($5M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Longview Wealth Management, Inc. 401(k) Plan assets move in 2022? ▼
Longview Wealth Management, Inc. 401(k) Plan declined sharply - down 17.7% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Longview Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longview Wealth Management, Inc.'s sponsor-wide assets grew 28.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Empire LLC 401(k) Profit Sharing Plan and Trust in MI ($5M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581432011.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.