401(k) · DOL Form 5500 · 2023

Fiduciary Wise, LLC Fbo Madwire, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
370
Participants Below avg headcount
61st
Percentile by assets National rank
$30,396
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Preferred Employer Plan Fbo Madwire, LLC · Sponsored by Fiduciary Wise, LLC Fbo Madwire, LLC · Arizona · Professional & Technical Services

$11M in assets, 370 participants

Fiduciary Wise, LLC Fbo Madwire, LLC's Preferred Employer Plan Fbo Madwire, LLC reported $11M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,204 in Professional & Technical Services (20,321 peers)

Fiduciary Wise, LLC Fbo Madwire, LLC multi-year trail

Fiduciary Wise, LLC Fbo Madwire, LLC's plans moved +37.2% in assets from 2022 to 2023; this filing shows Preferred Employer Plan Fbo Madwire, LLC at $11M / 370 participants.

#12,204
in Professional & Technical Services (20,321 peers)
+37.2%
assets growth YoY

Preferred Employer Plan Fbo Madwire, LLC's mid-pack asset rank among Professional & Technical Services and all filers

Preferred Employer Plan Fbo Madwire, LLC vs every filed plan by assets

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

$11,246,462 Top 39% higher than 61% 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

Preferred Employer Plan Fbo Madwire, LLC 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 Madwire, LLC sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Employer Plan Fbo Madwire, LLC reported net income rose from -$313K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Preferred Employer Plan Fbo Madwire, LLC end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Preferred Employer Plan Fbo Madwire, LLC reported participants fell from 469 in the plan year 2022 filing to 370 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270366214 · Fiduciary Wise, LLC Fbo Madwire, LLC PY 2023 · 401(k)

Preferred Employer Plan Fbo Madwire, LLC · $11M · 370 · 61st

  • IND $11M
  • IND 370
  • IND 61st
  • IND 401(k)
  • IND near Partners Bancorp 401(k) Plan
  • IND ind #12204

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Preferred Employer Plan Fbo Madwire, LLC in the asset neighbourhood

Preferred Employer Plan Fbo Madwire, LLCPreferred Employer Plan Fbo …$11MPartners Bancorp 401(k) Plan$11MThe Mather Group 401(k) Plan$11MHealth and Wellness Partners 401(k) PlanHealth and Wellness Partners…$11MGastro Care Partners 401(k) PlanGastro Care Partners 401(k) …$11M
End-of-year total assets ($M) among Preferred Employer Plan Fbo Madwire, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fiduciary Wise, LLC Fbo Madwire, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Madwire, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.21832569041006% vs 2022
2023 filing year
$7M$8M$9M$10M$11M$12M 20222023 $8.2M $11.3M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 469 $8M
2023 2 713 $11M

Fiduciary Wise, LLC Fbo Madwire, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN270366214
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 Fbo Madwire, LLC vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Preferred Employer Plan Fbo Madwire, LLC, Total assets ($B): 0.011246462 · Participants: 370Preferred Employer Plan Fbo Madwire, LLCBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Preferred Employer Plan Fbo Madwire, LLC vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Preferred Employer Plan Fbo Madwire, LLC side-by-side with 3 peers →

Preferred Employer Plan Fbo Madwire, LLC's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Partners Bancorp 401(k) Plan in DE ($11M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Preferred Employer Plan Fbo Madwire, LLC assets move in 2023? ▼
Preferred Employer Plan Fbo Madwire, LLC surged - up 37.2% during 2023, from $8M to $11M. Reported net income was $3M.
How have Fiduciary Wise, LLC Fbo Madwire, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fiduciary Wise, LLC Fbo Madwire, LLC's sponsor-wide assets grew 37.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Preferred Employer Plan Fbo Madwire, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Partners Bancorp 401(k) Plan in DE ($11M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Employer Plan Fbo Madwire, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M 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 270366214.

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.