401(k) · DOL Form 5500 · 2023

Signature Wealth Management Gr 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$486,917
Avg per participant High balance/head
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Official DOL plan name: Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust · Sponsored by Signature Wealth Management Gr · Georgia · Finance & Insurance

$4M in assets, 9 participants

Signature Wealth Management Gr's Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,606 in Finance & Insurance (8,869 peers)

Signature Wealth Management Gr multi-year trail

Signature Wealth Management Gr's plans moved +21.8% in assets from 2023 to 2024; this filing shows Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust at $4M / 9 participants.

#2,606
in Finance & Insurance (8,869 peers)
+37.1%
assets growth YoY

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,382,249 42nd percentile higher than 42% 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

Signature Wealth Management Gr 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. Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 814072378 · Signature Wealth Management Gr PY 2023 · 401(k)

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust · $4M · 9 · 42nd

  • EBSA $4M
  • EBSA 9
  • EBSA 42nd
  • EBSA 401(k)
  • EBSA near Perform Air International, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #2606

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 →

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Signature Wealth Management Gr 401(k) Profit Sharing Plan & TrustSignature Wealth Management …$4MPerform Air International, Inc. 401(k) Profit Sharing PlanPerform Air International, I…$4MSummit Management Consulting, L.L.C. Employees Savings PlanSummit Management Consulting…$4MBuske Lines, Inc. Employee Retirement PlanBuske Lines, Inc. Employee R…$4MCoastline Resources, Inc. 401(k) PlanCoastline Resources, Inc. 40…$4M
End-of-year total assets ($M) among Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Signature Wealth Management Gr multi-year asset trail

Sponsor-wide plan assets over time

All Signature Wealth Management Gr plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.78344954839399% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M 20232024 $4.38M $5.34M ▲ +21.9%
Year Plans Participants Total Assets
2023 1 9 $4M
2024 1 9 $5M

Signature Wealth Management Gr filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN814072378
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004382249 · Participants: 9Signature Wealth Management Gr 401(k) Profit Sharing Plan & TrustThe 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
Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Perform Air International, Inc. 401(k) Profit Sharing Plan in AZ ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust surged - up 37.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Signature Wealth Management Gr plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Signature Wealth Management Gr's sponsor-wide assets grew 21.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Perform Air International, Inc. 401(k) Profit Sharing Plan in AZ ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Signature Wealth Management Gr 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 814072378.

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.