401(k) · DOL Form 5500 · 2023

Longview Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
26
Participants Small participant base
46th
Percentile by assets National rank
$205,399
Avg per participant Above avg balance/head
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Official DOL plan name: Longview Wealth Management, Inc. 401(k) Plan · Sponsored by Longview Wealth Management, Inc. · Georgia · Finance & Insurance

$5M in assets, 26 participants

Longview Wealth Management, Inc.'s Longview Wealth Management, Inc. 401(k) Plan reported $5M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,871 in Finance & Insurance (8,869 peers)

Longview Wealth Management, Inc. multi-year trail

Longview Wealth Management, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Longview Wealth Management, Inc. 401(k) Plan at $5M / 26 participants.

#2,871
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY

Longview Wealth Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Longview Wealth Management, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,340,374 46th percentile higher than 46% of 127,068 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 2023

Longview Wealth Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longview Wealth Management, Inc. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longview Wealth Management, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • Longview Wealth Management, Inc. 401(k) Plan reported participants rose from 23 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Longview Wealth Management, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581432011 · Longview Wealth Management, Inc. PY 2023 · 401(k)

Longview Wealth Management, Inc. 401(k) Plan · $5M · 26 · 46th

  • EIN $5M
  • EIN 26
  • EIN 46th
  • EIN 401(k)
  • EIN near Splash Studios LLC 401(k) Plan
  • EIN ind #2871

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 Georgia →

Longview Wealth Management, Inc. 401(k) Plan in the asset neighbourhood

Longview Wealth Management, Inc. 401(k) PlanLongview Wealth Management, …$5MSplash Studios LLC 401(k) PlanSplash Studios LLC 401(k) Pl…$5MAcronym Media, Inc. 401(k) P/S PlanAcronym Media, Inc. 401(k) P…$5MThe Townshend Group 401(k) PlanThe Townshend Group 401(k) P…$5MCox Transfer, Inc. 401(k) PlanCox Transfer, Inc. 401(k) Pl…$5M
End-of-year total assets ($M) among Longview Wealth Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Longview Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Longview Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.602354876262325% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.91M $6.31M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 26 $5M
2024 1 24 $6M

Longview Wealth Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$433K
Employer EIN581432011
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Longview Wealth Management, Inc. 401(k) Plan, Total assets ($B): 0.005340374 · Participants: 26Longview Wealth Management, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Longview Wealth Management, Inc. 401(k) Plan side-by-side with 3 peers →

Longview Wealth Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Splash Studios LLC 401(k) Plan in CA ($5M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Longview Wealth Management, Inc. 401(k) Plan assets move in 2023? ▼
Longview Wealth Management, Inc. 401(k) Plan grew at a solid clip - up 8.8% during 2023, from $5M to $5M. Reported net income was $433K.
How have Longview Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longview Wealth Management, Inc.'s sponsor-wide assets grew 28.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Splash Studios LLC 401(k) Plan in CA ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581432011.

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.