401(k) · DOL Form 5500 · 2023

Wisevestors Inc. 401(k) Plan

Data updated 2026-08-25

$79K
Total assets Small plan by assets: 4
Participants Small participant base: 5th
Percentile by assets National rank: $19,807
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wisevestors Inc. 401(k) Plan · Sponsored by Wisevestors Inc. · Alabama · Construction

$79K in assets, 4 participants

Wisevestors Inc.'s Wisevestors Inc. 401(k) Plan reported $79K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#415 in Construction (9,030 peers)

Wisevestors Inc. multi-year trail

Wisevestors Inc.'s plans moved +56.4% in assets from 2022 to 2024; this filing shows Wisevestors Inc. 401(k) Plan at $79K / 4 participants.

#415
in Construction (9,030 peers): +10.3%
assets growth YoY

Wisevestors Inc. 401(k) Plan among the smaller filed plans by assets

Wisevestors Inc. 401(k) Plan vs every filed plan by assets

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

$79,226 5th percentile higher than 5% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wisevestors 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. Wisevestors Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wisevestors Inc. 401(k) Plan reported net income rose from -$65K in the plan year 2022 filing to $7K in the plan year 2023 filing.
Wisevestors Inc. 401(k) Plan end-of-year assets rose from $72K in the plan year 2022 filing to $79K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 831320003 · Wisevestors Inc. PY 2023 · 401(k)

Wisevestors Inc. 401(k) Plan · $79K · 4 · 5th

NET $79K
BOOK 4
VS-ST 5th
BOY 401(k)
SCH near Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust
EBSA ind #415

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 Construction retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Wisevestors Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisevestors Inc. multi-year asset trail

Latest sponsor-wide plan assets: $112K 56.381957105677024% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$72K
2023	1	4	$79K
2024	1	5	$112K

Wisevestors Inc. filing trail (2023)

Total Assets (Beginning of Year)	$72K
Net Assets (End of Year)	$79K
Net Income	$7K
Employer EIN	831320003
Plan Effective Date	2018-06-30
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Wisevestors Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Wisevestors Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust in MO ($79K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79K here).

Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust (MO) $79K · 17
Mimery Incorporated 401(k) Plan (MS) $79K · N/A
Aegoswisdome Corporation 401(k) Plan (ME) $79K · N/A
Glh Services, Inc. 401(k) Plan (NH) $79K · 9

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Wisevestors Inc. 401(k) Plan assets move in 2023? ▼

Wisevestors Inc. 401(k) Plan grew at a solid clip - up 10.3% during 2023, from $72K to $79K. Reported net income was $7K.

How have Wisevestors Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wisevestors Inc.'s sponsor-wide assets grew 56.4%, from $72K to $112K.

Where does Wisevestors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Wisevestors Inc. 401(k) Plan ranks in the 5th 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 Wisevestors Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust in MO ($79K, 17 participants).

Which 401(k) plans cover a similar participant headcount to Wisevestors Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 831320003.