401(k) · DOL Form 5500 · 2023
Custom Wealth Solutions Inc 401(k) Plan
Data updated 2026-08-25
- $344K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $42,989
- Avg per participant Low balance/head
Official DOL plan name: Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Custom Wealth Solutions Inc · Michigan · Administrative & Support Services
$344K in assets, 8 participants
Custom Wealth Solutions Inc's Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust reported $344K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,445 in Administrative & Support Services (4,372 peers)
Custom Wealth Solutions Inc multi-year trail
Custom Wealth Solutions Inc's plans moved +153.1% in assets from 2022 to 2024; this filing shows Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust at $344K / 8 participants.
- #1,445
- in Administrative & Support Services (4,372 peers)
- +56.3%
- assets growth YoY
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$343,909 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $27K in the plan year 2022 filing to $124K in the plan year 2023 filing.
- Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $220K in the plan year 2022 filing to $344K in the plan year 2023 filing.
- Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 842049955 · Custom Wealth Solutions Inc PY 2023 · 401(k)
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust · $344K · 8 · 15th
- PCT $344K
- EIN 8
- RANK 15th
- PHOTO 401(k)
- IND near Crm Finishing Inc. Retirement Plan
- EOY ind #1445
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 Administrative & Support Services retirement plans → · Plans in Michigan →
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Custom Wealth Solutions Inc multi-year asset trail
Sponsor-wide plan assets over time
All Custom Wealth Solutions Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $557K 153.05183737472444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $220K |
| 2023 | 1 | 8 | $344K |
| 2024 | 1 | 8 | $557K |
Custom Wealth Solutions Inc filing trail (2023)
| Total Assets (Beginning of Year) | $220K |
|---|---|
| Net Assets (End of Year) | $344K |
| Net Income | $124K |
| Employer EIN | 842049955 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Custom Wealth Solutions Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Crm Finishing Inc. Retirement Plan in PA ($344K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($344K here).
- Crm Finishing Inc. Retirement Plan (PA) $344K · 1
- Jeremy Jay Sewell Dmd PC Eqrp 401(k) (CA) $344K · 14
- Sunhawk Ventures Inc. 401(k) Plan (OK) $344K · 3
- Suppes Investment Corp. 401(k) Plan & Trust (FL) $344K · 1
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.