401(k) · DOL Form 5500 · 2023

Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
260
Participants Below avg headcount
63rd
Percentile by assets National rank
$47,477
Avg per participant Low balance/head
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Official DOL plan name: Cpr Advisor K Mep Fiduciary Wise LLC · Sponsored by Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC · Arizona · Manufacturing

$12M in assets, 260 participants

Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC's Cpr Advisor K Mep Fiduciary Wise LLC reported $12M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,446 in Manufacturing (18,722 peers)

Coverage in Arizona

Cpr Advisor K Mep Fiduciary Wise LLC covers 260 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#9,446
in Manufacturing (18,722 peers)
+18.8%
assets growth YoY

Cpr Advisor K Mep Fiduciary Wise LLC's mid-pack asset rank among Manufacturing and all filers

Cpr Advisor K Mep Fiduciary Wise LLC vs every filed plan by assets

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

$12,343,983 Top 37% higher than 63% 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

Cpr Advisor K Mep Fiduciary Wise 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. Cpr Advisor K Mep Fiduciary Wise LLC sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cpr Advisor K Mep Fiduciary Wise LLC reported net income rose from -$880K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cpr Advisor K Mep Fiduciary Wise LLC end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cpr Advisor K Mep Fiduciary Wise LLC reported participants fell from 279 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 331227799 · Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC PY 2023 · 401(k)

Cpr Advisor K Mep Fiduciary Wise LLC · $12M · 260 · 63rd

  • BOOK $12M
  • BOOK 260
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Our Sunday Visitor, Inc. 401(k) Plan
  • BOOK ind #9446

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 Manufacturing retirement plans → · Plans in Arizona →

Cpr Advisor K Mep Fiduciary Wise LLC in the asset neighbourhood

Twin City Die Castings Company 401(k) PlanTwin City Die Castings Compa…$12MMontauk Energy Holdings, LLC 401(k) Profit Sharing Plan TrustMontauk Energy Holdings, LLC…$12MCpr Advisor K Mep Fiduciary Wise LLCCpr Advisor K Mep Fiduciary …$12MOur Sunday Visitor, Inc. 401(k) PlanOur Sunday Visitor, Inc. 401…$12MFord Construction Company Profit Sharing PlanFord Construction Company Pr…$12M
End-of-year total assets ($M) among Cpr Advisor K Mep Fiduciary Wise LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN331227799
Plan Effective Date2017-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC)

Sponsor-wide plan assets over time

All Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.48789658774169% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.1M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 279 $10M
2023 1 260 $12M
2024 1 242 $14M

Nearby 401(k) Plans in Arizona

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

Cpr Advisor K Mep Fiduciary Wise LLC vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Cpr Advisor K Mep Fiduciary Wise LLC, Total assets ($B): 0.012343983 · Participants: 260Cpr Advisor K Mep Fiduciary Wise 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
Cpr Advisor K Mep Fiduciary Wise LLC vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cpr Advisor K Mep Fiduciary Wise LLC side-by-side with 3 peers →

Cpr Advisor K Mep Fiduciary Wise LLC's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Our Sunday Visitor, Inc. 401(k) Plan in IN ($12M); by covered participants it is Esp, Inc. 401(k) Plan in FL (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Cpr Advisor K Mep Fiduciary Wise LLC assets move in 2023? ▼
Cpr Advisor K Mep Fiduciary Wise LLC grew sharply - up 18.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC's sponsor-wide assets grew 35.5%, from $10M to $14M.
Which 401(k) plans are similar in size to Cpr Advisor K Mep Fiduciary Wise LLC? ▼
Among 401(k) plans in other states, the closest by assets is Our Sunday Visitor, Inc. 401(k) Plan in IN ($12M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Cpr Advisor K Mep Fiduciary Wise LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Esp, Inc. 401(k) Plan in FL (260 participants, $8M 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 331227799.

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.