401(k) · DOL Form 5500 · 2022
Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $49,810
- Avg per participant Low balance/head
Official DOL plan name: Preferred Employer Plan Fbo Foothills Gateway, Inc · Sponsored by Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. · Arizona · Healthcare & Social Assistance
$11M in assets, 214 participants
Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.'s Preferred Employer Plan Fbo Foothills Gateway, Inc reported $11M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,345 in Healthcare & Social Assistance (20,060 peers)
Coverage in Arizona
Preferred Employer Plan Fbo Foothills Gateway, Inc covers 214 participants in Arizona, about 38% of the average Arizona filer (state average ~564 per filing). Assets: $11M.
- #14,345
- in Healthcare & Social Assistance (20,060 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $967K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Preferred Employer Plan Fbo Foothills Gateway, Inc's mid-pack asset rank among Healthcare & Social Assistance and all filers
Preferred Employer Plan Fbo Foothills Gateway, Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,659,338 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Preferred Employer Plan Fbo Foothills Gateway, Inc among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Employer Plan Fbo Foothills Gateway, Inc sits mid-pack in the medium band (214 participants).
Published 5500 schedule card
Filing strip 237019672 · Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. PY 2022 · 401(k)
Preferred Employer Plan Fbo Foothills Gateway, Inc · $11M · 214 · 66th
- IND $11M
- IND 214
- IND 66th
- IND 401(k)
- IND near Rainfocus, LLC 401(k) Plan
- IND ind #14345
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Preferred Employer Plan Fbo Foothills Gateway, Inc in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$967K |
| Employer EIN | 237019672 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.)
Sponsor-wide plan assets over time
All Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $11M |
| 2023 | 1 | 222 | N/A |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Preferred Employer Plan Fbo Foothills Gateway, Inc's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Rainfocus, LLC 401(k) Plan in UT ($11M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Rainfocus, LLC 401(k) Plan (UT) $11M · 306
- Town & Country Bancshares, Inc. 401(k) Plan (MO) $11M · 139
- Nsc Global LLC 401(k) Profit Sharing Plan (OH) $11M · 249
- Vornado Air, LLC 401(k) Profit Sharing Plan (KS) $11M · 143
Similar participant headcount
Nearest other-state filings by covered participants (214 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.