401(k) · DOL Form 5500 · 2023

Fiduciary Wise, LLC Fbo Jesse Engineering Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
76
Participants Small participant base
66th
Percentile by assets National rank
$182,710
Avg per participant Above avg balance/head
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Official DOL plan name: Ekstra 401(k) Plan Fbo Jesse Engineering Company · Sponsored by Fiduciary Wise, LLC Fbo Jesse Engineering Company · Arizona · Manufacturing

$14M in assets, 76 participants

Fiduciary Wise, LLC Fbo Jesse Engineering Company's Ekstra 401(k) Plan Fbo Jesse Engineering Company reported $14M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,040 in Manufacturing (18,722 peers)

What the 2023 filing shows

Ekstra 401(k) Plan Fbo Jesse Engineering Company holds $14M for 76 participants - about $182,710 per participant, above the median plan by assets.

#10,040
in Manufacturing (18,722 peers)
+1.9%
assets growth YoY

Ekstra 401(k) Plan Fbo Jesse Engineering Company's mid-pack asset rank among Manufacturing and all filers

Ekstra 401(k) Plan Fbo Jesse Engineering Company vs every filed plan by assets

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

$13,885,984 Top 34% higher than 66% 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

Ekstra 401(k) Plan Fbo Jesse Engineering Company among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ekstra 401(k) Plan Fbo Jesse Engineering Company is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ekstra 401(k) Plan Fbo Jesse Engineering Company reported net income rose from -$194K in the plan year 2022 filing to $256K in the plan year 2023 filing.
  • Ekstra 401(k) Plan Fbo Jesse Engineering Company end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Ekstra 401(k) Plan Fbo Jesse Engineering Company reported participants rose from 75 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910978113 · Fiduciary Wise, LLC Fbo Jesse Engineering Company PY 2023 · 401(k)

Ekstra 401(k) Plan Fbo Jesse Engineering Company · $14M · 76 · 66th

  • IND $14M
  • EOY 76
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Honsador Holding LLC 401(k) Profit Sharing Plan
  • EIN ind #10040

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 →

Ekstra 401(k) Plan Fbo Jesse Engineering Company in the asset neighbourhood

Ekstra 401(k) Plan Fbo Jesse Engineering CompanyEkstra 401(k) Plan Fbo Jesse…$14MHonsador Holding LLC 401(k) Profit Sharing PlanHonsador Holding LLC 401(k) …$14MTitan Technologies, LLC 401(k) Retirement PlanTitan Technologies, LLC 401(…$14MElectronic Contracting Company Profit Sharing Plan and TrustElectronic Contracting Compa…$14MNorthwest Center 401(k) Plan$14M
End-of-year total assets ($M) among Ekstra 401(k) Plan Fbo Jesse Engineering Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$256K
Employer EIN910978113
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC Fbo Jesse Engineering Company)

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Jesse Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 9.748930177726303% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.6M $15M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 163 $14M
2023 1 76 $14M
2024 1 74 $15M

Nearby 401(k) Plans in Arizona

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

Ekstra 401(k) Plan Fbo Jesse Engineering Company vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Ekstra 401(k) Plan Fbo Jesse Engineering Company, Total assets ($B): 0.013885984 · Participants: 76Ekstra 401(k) Plan Fbo Jesse Engineering CompanyBechtel 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
Ekstra 401(k) Plan Fbo Jesse Engineering Company vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Ekstra 401(k) Plan Fbo Jesse Engineering Company side-by-side with 3 peers →

Ekstra 401(k) Plan Fbo Jesse Engineering Company's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Honsador Holding LLC 401(k) Profit Sharing Plan in HI ($14M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Ekstra 401(k) Plan Fbo Jesse Engineering Company assets move in 2023? ▼
Ekstra 401(k) Plan Fbo Jesse Engineering Company edged up modestly - up 1.9% during 2023, from $14M to $14M. Reported net income was $256K.
How have Fiduciary Wise, LLC Fbo Jesse Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise, LLC Fbo Jesse Engineering Company's sponsor-wide assets grew 9.7%, from $14M to $15M.
Which 401(k) plans are similar in size to Ekstra 401(k) Plan Fbo Jesse Engineering Company? ▼
Among 401(k) plans in other states, the closest by assets is Honsador Holding LLC 401(k) Profit Sharing Plan in HI ($14M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Ekstra 401(k) Plan Fbo Jesse Engineering Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 910978113.

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.