401(k) · DOL Form 5500 · 2023
Wiser Acquisitions, Inc. Dba Wiser Financial Group 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $472,838
- Avg per participant High balance/head
Official DOL plan name: The Wiser Financial Group 401(k) Profit Sharing Plan · Sponsored by Wiser Acquisitions, Inc. Dba Wiser Financial Group · Michigan · Finance & Insurance
$8M in assets, 16 participants
Wiser Acquisitions, Inc. Dba Wiser Financial Group's The Wiser Financial Group 401(k) Profit Sharing Plan reported $8M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,351 in Finance & Insurance (8,869 peers)
Wiser Acquisitions, Inc. Dba Wiser Financial Group multi-year trail
Wiser Acquisitions, Inc. Dba Wiser Financial Group's plans moved +47.1% in assets from 2022 to 2024; this filing shows The Wiser Financial Group 401(k) Profit Sharing Plan at $8M / 16 participants.
- #3,351
- in Finance & Insurance (8,869 peers)
- +22.9%
- assets growth YoY
The Wiser Financial Group 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
The Wiser Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,565,401 Top 47% higher than 53% 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
The Wiser Financial Group 401(k) Profit Sharing 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. The Wiser Financial Group 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wiser Financial Group 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Wiser Financial Group 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382094871 · Wiser Acquisitions, Inc. Dba Wiser Financial Group PY 2023 · 401(k)
The Wiser Financial Group 401(k) Profit Sharing Plan · $8M · 16 · 53rd
- ASSETS $8M
- PCT 16
- EIN 53rd
- RANK 401(k)
- PHOTO near Waterline Renewal Technologies, Inc. 401(k) Plan
- IND ind #3351
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 Michigan →
The Wiser Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood
Wiser Acquisitions, Inc. Dba Wiser Financial Group multi-year asset trail
Sponsor-wide plan assets over time
All Wiser Acquisitions, Inc. Dba Wiser Financial Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 47.12083244174018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $6M |
| 2023 | 1 | 16 | $8M |
| 2024 | 1 | 12 | $9M |
Wiser Acquisitions, Inc. Dba Wiser Financial Group filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 382094871 |
| Plan Effective Date | 1992-01-01 |
| 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
The Wiser Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Waterline Renewal Technologies, Inc. 401(k) Plan in IL ($8M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.