401(k) · DOL Form 5500 · 2022
Finwise Bank 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $46,857
- Avg per participant Low balance/head
Official DOL plan name: Finwise Bank 401(k) Plan · Sponsored by Finwise Bank · Utah · Finance & Insurance
$5M in assets, 112 participants
Finwise Bank's Finwise Bank 401(k) Plan reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,332 in Finance & Insurance (9,261 peers)
Coverage in Utah
Finwise Bank 401(k) Plan covers 112 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #3,332
- in Finance & Insurance (9,261 peers)
- +2.7%
- assets growth YoY
Finwise Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Finwise Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,248,025 Top 48% higher than 52% 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
Finwise Bank 401(k) Plan 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. Finwise Bank 401(k) Plan sits mid-pack in the medium band (112 participants).
Published 5500 schedule card
Filing strip 870632133 · Finwise Bank PY 2022 · 401(k)
Finwise Bank 401(k) Plan · $5M · 112 · 52nd
- ASSETS $5M
- ASSETS 112
- ASSETS 52nd
- ASSETS 401(k)
- ASSETS near Temo Arjani LLP 401(k) Plan
- ASSETS ind #3332
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 Utah →
Finwise Bank 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $138K |
| Employer EIN | 870632133 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finwise Bank)
Sponsor-wide plan assets over time
All Finwise Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 108.83303719018107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $5M |
| 2023 | 1 | 141 | $7M |
| 2024 | 1 | 163 | $11M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Finwise Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Temo Arjani LLP 401(k) Plan in CA ($5M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Temo Arjani LLP 401(k) Plan (CA) $5M · 26
- Potts-Dupre, Hawkins & Kramer Chtd. Profit Sharing Plan (DC) $5M · 7
- Digital Room LLC 401(k) Plan (CA) $5M · 847
- Protenus, Inc. 401(k) Plan (MD) $5M · 95
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Colorado Bluesky Enterprises Custom 401(k) Plan and Trust (CO) 112 · 0 off
- Osage Industries 401(k) Plan (MO) 112 · 0 off
- Dbspectra Inc 401(k) Profit Sharing Plan & Trust (TX) 112 · 0 off
- Venus Concept U.S. 401(k) Plan (FL) 112 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.