401(k) · DOL Form 5500 · 2022
Fiduciary Wise, LLC Fbo Jesse Engineering Company 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $181,731
- Avg per participant Above avg balance/head
Official DOL plan name: Ekstra 401(k) Plan Fbo Jesse Engineering Company · Sponsored by Fiduciary Wise, LLC Fbo Jesse Engineering Company · Arizona · Manufacturing
$14M in assets, 75 participants
Fiduciary Wise, LLC Fbo Jesse Engineering Company's Ekstra 401(k) Plan Fbo Jesse Engineering Company reported $14M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #12,330 in Manufacturing (20,602 peers)
What the 2022 filing shows
Ekstra 401(k) Plan Fbo Jesse Engineering Company holds $14M for 75 participants - about $181,731 per participant, above the median plan by assets.
- #12,330
- in Manufacturing (20,602 peers)
- -$194K
- reported net income
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ekstra 401(k) Plan Fbo Jesse Engineering Company's outsized position by total assets
Ekstra 401(k) Plan Fbo Jesse Engineering Company vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,629,834 Top 29% higher than 71% 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
Ekstra 401(k) Plan Fbo Jesse Engineering Company among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ekstra 401(k) Plan Fbo Jesse Engineering Company is a small filing (75 participants) on this national headcount ladder.
DOL schedule card
Filing strip 910978113 · Fiduciary Wise, LLC Fbo Jesse Engineering Company PY 2022 · 401(k)
Ekstra 401(k) Plan Fbo Jesse Engineering Company · $14M · 75 · 71st
- VS-ST $14M
- BOY 75
- SCH 71st
- EBSA 401(k)
- PART near The Massaro Construction Group Profit Sharing Plan
- TYPE ind #12330
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 Manufacturing retirement plans → · Plans in Arizona →
Ekstra 401(k) Plan Fbo Jesse Engineering Company in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$194K |
| Employer EIN | 910978113 |
| Plan Effective Date | 2022-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise, LLC Fbo Jesse Engineering Company)
Sponsor-wide plan assets over time
All Fiduciary Wise, LLC Fbo Jesse Engineering Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 9.748930177726303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 163 | $14M |
| 2023 | 1 | 76 | $14M |
| 2024 | 1 | 74 | $15M |
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
Ekstra 401(k) Plan Fbo Jesse Engineering Company's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is The Massaro Construction Group Profit Sharing Plan in PA ($14M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- The Massaro Construction Group Profit Sharing Plan (PA) $14M · 66
- Relativity Space 401(k) Plan (CA) $14M · 631
- Genserve Inc. 401(k) Profit Sharing Plan (NY) $14M · 164
- Bluware 401(k) Plan (TX) $14M · 108
Similar participant headcount
Nearest other-state filings by covered participants (75 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.