401(k) · DOL Form 5500 · 2023
Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 222
- Participants Below avg headcount
Official DOL plan name: Preferred Employer Plan Fbo Foothills Gateway, Inc · Sponsored by Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. · Arizona · Healthcare & Social Assistance
N/A in assets, 222 participants
Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.'s Preferred Employer Plan Fbo Foothills Gateway, Inc reported N/A in total assets and 222 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Arizona
Preferred Employer Plan Fbo Foothills Gateway, Inc covers 222 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: N/A.
- $892K
- reported net income
Preferred Employer Plan Fbo Foothills Gateway, Inc among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Employer Plan Fbo Foothills Gateway, Inc sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Preferred Employer Plan Fbo Foothills Gateway, Inc reported net income rose from -$967K in the plan year 2022 filing to $892K in the plan year 2023 filing.
- Preferred Employer Plan Fbo Foothills Gateway, Inc reported participants rose from 214 in the plan year 2022 filing to 222 in the plan year 2023 filing.
DOL schedule card
Filing strip 237019672 · Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. PY 2023 · 401(k)
Preferred Employer Plan Fbo Foothills Gateway, Inc · N/A · 222
- IND N/A
- EOY 222
- 5500 PY 2023
- ASSETS 401(k)
- PCT near Empire Candle 401(k) Plan
- EIN $892K
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Arizona filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $892K |
| Employer EIN | 237019672 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.)
Sponsor-wide plan assets over time
All Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $11M |
| 2023 | 1 | 222 | N/A |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Preferred Employer Plan Fbo Foothills Gateway, Inc's closest out-of-state 401(k) peers by headcount
Outside Arizona, the nearest 401(k) by covered participants is Empire Candle 401(k) Plan in KS (222 participants; this filing: 222 participants).
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Empire Candle 401(k) Plan (KS) 222 · 0 off
- Bioqual, Inc. 401(k) Plan (MD) 222 · 0 off
- Ntrepid, LLC 401(k) Defined Contribution Plan (VA) 222 · 0 off
- Gerent, LLC 401(k) Plan (VA) 222 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.