401(k) · DOL Form 5500 · 2023

Wealth Builders, Inc. 401(k) Plan

Data updated 2026-08-25

$534K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$266,933
Avg per participant High balance/head
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Official DOL plan name: Wealth Builders, Inc. 401(k) Plan · Sponsored by Wealth Builders, Inc. · Iowa · Finance & Insurance

$534K in assets, 2 participants

Wealth Builders, Inc.'s Wealth Builders, Inc. 401(k) Plan reported $534K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,008 in Finance & Insurance (8,869 peers)

Wealth Builders, Inc. multi-year trail

Wealth Builders, Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows Wealth Builders, Inc. 401(k) Plan at $534K / 2 participants.

#1,008
in Finance & Insurance (8,869 peers)
+35.1%
assets growth YoY

Wealth Builders, Inc. 401(k) Plan among the smaller filed plans by assets

Wealth Builders, Inc. 401(k) Plan vs every filed plan by assets

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

$533,865 18th percentile higher than 18% 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

Wealth Builders, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wealth Builders, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wealth Builders, Inc. 401(k) Plan reported net income rose from $4 in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Wealth Builders, Inc. 401(k) Plan end-of-year assets rose from $395K in the plan year 2022 filing to $534K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 825500170 · Wealth Builders, Inc. PY 2023 · 401(k)

Wealth Builders, Inc. 401(k) Plan · $534K · 2 · 18th

  • SCH $534K
  • SCH 2
  • SCH 18th
  • SCH 401(k)
  • SCH near Lotus Constructors 401(k)
  • SCH ind #1008

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 Iowa →

Wealth Builders, Inc. 401(k) Plan in the asset neighbourhood

Wealth Builders, Inc. 401(k) PlanWealth Builders, Inc. 401(k)…$534KLotus Constructors 401(k)$534KEdj, Inc. 401(k) Plan$534KDarianna Bridal, Inc. 401(k) PlanDarianna Bridal, Inc. 401(k)…$534KHennessey, Inc. 401(k) Profit Sharing PlanHennessey, Inc. 401(k) Profi…$534K
End-of-year total assets ($M) among Wealth Builders, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wealth Builders, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wealth Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$546K 38.28539464625602% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.4M $0.55M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 2 $395K
2023 1 2 $534K
2024 1 2 $546K

Wealth Builders, Inc. filing trail (2023)

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$534K
Net Income$139K
Employer EIN825500170
Plan Effective Date2018-05-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Wealth Builders, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Wealth Builders, Inc. 401(k) Plan, Total assets ($B): 0.000533865 · Participants: 2Wealth Builders, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Wealth Builders, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wealth Builders, Inc. 401(k) Plan side-by-side with 3 peers →

Wealth Builders, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Lotus Constructors 401(k) in GA ($534K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($534K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wealth Builders, Inc. 401(k) Plan assets move in 2023? ▼
Wealth Builders, Inc. 401(k) Plan surged - up 35.1% during 2023, from $395K to $534K. Reported net income was $139K.
How have Wealth Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wealth Builders, Inc.'s sponsor-wide assets grew 38.3%, from $395K to $546K.
Where does Wealth Builders, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wealth Builders, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wealth Builders, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lotus Constructors 401(k) in GA ($534K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wealth Builders, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 825500170.

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.