401(k) · DOL Form 5500 · 2023

Wisdomtree, Inc 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
175
Participants Small participant base
83rd
Percentile by assets National rank
$219,572
Avg per participant Above avg balance/head
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Official DOL plan name: Wisdomtree, Inc 401(k) Retirement Plan · Sponsored by Wisdomtree, Inc · New York · Finance & Insurance

$38M in assets, 175 participants

Wisdomtree, Inc's Wisdomtree, Inc 401(k) Retirement Plan reported $38M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,497 in Finance & Insurance (8,869 peers)

Coverage in New York

Wisdomtree, Inc 401(k) Retirement Plan covers 175 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $38M.

#6,497
in Finance & Insurance (8,869 peers)
+31.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wisdomtree, Inc 401(k) Retirement Plan's outsized position by total assets

Wisdomtree, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$38,425,100 Top 17% higher than 83% 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

Wisdomtree, Inc 401(k) Retirement Plan 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. Wisdomtree, Inc 401(k) Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wisdomtree, Inc 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wisdomtree, Inc 401(k) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Wisdomtree, Inc 401(k) Retirement Plan reported participants rose from 148 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133487784 · Wisdomtree, Inc PY 2023 · 401(k)

Wisdomtree, Inc 401(k) Retirement Plan · $38M · 175 · 83rd

  • NET $38M
  • NET 175
  • NET 83rd
  • NET 401(k)
  • NET near Clinicomp International 401(k) Profit Sharing Plan
  • NET ind #6497

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 New York →

Wisdomtree, Inc 401(k) Retirement Plan in the asset neighbourhood

Wisdomtree, Inc 401(k) Retirement PlanWisdomtree, Inc 401(k) Retir…$38MClinicomp International 401(k) Profit Sharing PlanClinicomp International 401(…$38MService Access & Management, Inc. Employees' 401(k) PlanService Access & Management,…$38MBalise Motor Sales Company 401(k) Retirement PlanBalise Motor Sales Company 4…$38MGeovera Holdings, Inc. 401(k) PlanGeovera Holdings, Inc. 401(k…$38M
End-of-year total assets ($M) among Wisdomtree, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$38M
Net Income$9M
Employer EIN133487784
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisdomtree, Inc)

Sponsor-wide plan assets over time

All Wisdomtree, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$45M 54.148502698841824% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.3M $45.1M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 148 $29M
2023 1 175 $38M
2024 1 197 $45M

Nearby 401(k) Plans in New York

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

Wisdomtree, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wisdomtree, Inc 401(k) Retirement Plan, Total assets ($B): 0.0384251 · Participants: 175Wisdomtree, Inc 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Wisdomtree, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wisdomtree, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Wisdomtree, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Clinicomp International 401(k) Profit Sharing Plan in CA ($38M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Wisdomtree, Inc 401(k) Retirement Plan assets move in 2023? ▼
Wisdomtree, Inc 401(k) Retirement Plan surged - up 31.2% during 2023, from $29M to $38M. Reported net income was $9M.
How have Wisdomtree, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisdomtree, Inc's sponsor-wide assets grew 54.1%, from $29M to $45M.
Where does Wisdomtree, Inc 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wisdomtree, Inc 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wisdomtree, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clinicomp International 401(k) Profit Sharing Plan in CA ($38M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Wisdomtree, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 133487784.

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.