401(k) · DOL Form 5500 · 2022

Fiduciary Wise, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
285
Participants Below avg headcount
36th
Percentile by assets National rank
$8,301
Avg per participant Low balance/head
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Official DOL plan name: Preferred Employer Plan for Envios De Valores La Nacional Corp · Sponsored by Fiduciary Wise, LLC · Arizona · Finance & Insurance

$2M in assets, 285 participants

Fiduciary Wise, LLC's Preferred Employer Plan for Envios De Valores La Nacional Corp reported $2M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,283 in Finance & Insurance (9,261 peers)

Fiduciary Wise, LLC multi-year trail

Fiduciary Wise, LLC's plans moved +35.0% in assets from 2022 to 2024; this filing shows Preferred Employer Plan for Envios De Valores La Nacional Corp at $2M / 285 participants.

#2,283
in Finance & Insurance (9,261 peers)
+0.1%
assets growth YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Preferred Employer Plan for Envios De Valores La Nacional Corp's mid-pack asset rank among Finance & Insurance and all filers

Preferred Employer Plan for Envios De Valores La Nacional Corp vs every filed plan by assets

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

$2,365,770 36th percentile higher than 36% 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

Preferred Employer Plan for Envios De Valores La Nacional Corp 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 for Envios De Valores La Nacional Corp sits mid-pack in the medium band (285 participants).

Form 5500 schedule snapshot

Filing strip 133267384 · Fiduciary Wise, LLC PY 2022 · 401(k)

Preferred Employer Plan for Envios De Valores La Nacional Corp · $2M · 285 · 36th

  • PCT $2M
  • EIN 285
  • RANK 36th
  • PHOTO 401(k)
  • IND near Nres Management, LLC 401(k) Plan
  • EOY ind #2283

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 Arizona →

Preferred Employer Plan for Envios De Valores La Nacional Corp in the asset neighbourhood

Preferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$2MNres Management, LLC 401(k) PlanNres Management, LLC 401(k) …$2MRpm Company 401(k) Plan$2MPeople Premier 401(k) Retirement PlanPeople Premier 401(k) Retire…$2MFulton County Processing 401(k) PlanFulton County Processing 401…$2M
End-of-year total assets ($M) among Preferred Employer Plan for Envios De Valores La Nacional Corp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fiduciary Wise, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.030624278776045% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.19M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 285 $2M
2023 1 267 $3M
2024 1 222 $3M

Fiduciary Wise, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$2K
Employer EIN133267384
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Preferred Employer Plan for Envios De Valores La Nacional Corp, Total assets ($B): 0.00236577 · Participants: 285Preferred Employer Plan for Envios De Valores La Nacional CorpBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Preferred Employer Plan for Envios De Valores La Nacional Corp side-by-side with 3 peers →

Preferred Employer Plan for Envios De Valores La Nacional Corp's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Nres Management, LLC 401(k) Plan in KS ($2M); by covered participants it is The Bridgespan Group 401(k) Plan in MA (285 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Preferred Employer Plan for Envios De Valores La Nacional Corp assets move in 2022? ▼
Preferred Employer Plan for Envios De Valores La Nacional Corp held essentially flat - up 0.1% during 2022, from $2M to $2M. Reported net income was -$2K.
How have Fiduciary Wise, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise, LLC's sponsor-wide assets grew 35.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by assets is Nres Management, LLC 401(k) Plan in KS ($2M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bridgespan Group 401(k) Plan in MA (285 participants, $57M 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 133267384.

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.