401(k) · DOL Form 5500 · 2023

Wise Business Forms 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
242
Participants Below avg headcount
72nd
Percentile by assets National rank
$77,864
Avg per participant Below avg balance/head
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Official DOL plan name: Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Wise Business Forms · Georgia · Manufacturing

$19M in assets, 242 participants

Wise Business Forms's Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,432 in Manufacturing (18,722 peers)

Coverage in Georgia

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust covers 242 participants in Georgia, about 22% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#11,432
in Manufacturing (18,722 peers)
+17.6%
assets growth YoY

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,842,994 Top 28% higher than 72% 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

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust 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. Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 249 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251213370 · Wise Business Forms PY 2023 · 401(k)

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust · $19M · 242 · 72nd

  • ASSETS $19M
  • PCT 242
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Paper Transport 401(k) Plan
  • IND ind #11432

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 Georgia →

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wise Business Forms, Inc 401(k) Profit Sharing Plan & TrustWise Business Forms, Inc 401…$19MPaper Transport 401(k) Plan$19MAnnin & Co 401(k) Retirement PlanAnnin & Co 401(k) Retirement…$19MPepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit PlanPepsi-Cola Bottling Co. of D…$19MSani-Matic, Inc. Retirement Savings PlanSani-Matic, Inc. Retirement …$19M
End-of-year total assets ($M) among Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN251213370
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wise Business Forms)

Sponsor-wide plan assets over time

All Wise Business Forms plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.29193043685953% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16M $18.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 249 $16M
2023 1 242 $19M
2024 1 233 $19M

Nearby 401(k) Plans in Georgia

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

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018842994 · Participants: 242Wise Business Forms, Inc 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Paper Transport 401(k) Plan in WI ($19M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 17.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have Wise Business Forms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise Business Forms's sponsor-wide assets grew 16.3%, from $16M to $19M.
Which 401(k) plans are similar in size to Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Paper Transport 401(k) Plan in WI ($19M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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 251213370.

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.