401(k) · DOL Form 5500 · 2023

The Wise Company, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
162
Participants Small participant base
41st
Percentile by assets National rank
$26,347
Avg per participant Low balance/head
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Official DOL plan name: The Wise Company, LLC Profit Sharing Plan and Trust · Sponsored by The Wise Company, LLC · Tennessee · Manufacturing

$4M in assets, 162 participants

The Wise Company, LLC's The Wise Company, LLC Profit Sharing Plan and Trust reported $4M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,597 in Manufacturing (18,722 peers)

Coverage in Tennessee

The Wise Company, LLC Profit Sharing Plan and Trust covers 162 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#4,597
in Manufacturing (18,722 peers)
-1.7%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wise Company, LLC Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

The Wise Company, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,268,142 41st percentile higher than 41% 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

The Wise Company, LLC Profit Sharing Plan and 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. The Wise Company, LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wise Company, LLC Profit Sharing Plan and Trust reported net income rose from -$456K in the plan year 2022 filing to -$74K in the plan year 2023 filing.
  • The Wise Company, LLC Profit Sharing Plan and Trust reported participants fell from 183 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • The Wise Company, LLC Profit Sharing Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203222618 · The Wise Company, LLC PY 2023 · 401(k)

The Wise Company, LLC Profit Sharing Plan and Trust · $4M · 162 · 41st

  • PART $4M
  • PART 162
  • PART 41st
  • PART 401(k)
  • PART near Dynamic Equipment 401(k) Plan
  • PART ind #4597

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 Tennessee →

The Wise Company, LLC Profit Sharing Plan and Trust in the asset neighbourhood

The Wise Company, LLC Profit Sharing Plan and TrustThe Wise Company, LLC Profit…$4MDynamic Equipment 401(k) Plan$4MInterfaith Ministries for Greater Houston 403(b) PlanInterfaith Ministries for Gr…$4MMopop, LLC 401(k) Plan$4MH & H Insurance Services, Inc. Profit Sharing PlanH & H Insurance Services, In…$4M
End-of-year total assets ($M) among The Wise Company, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$74K
Employer EIN203222618
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wise Company, LLC)

Sponsor-wide plan assets over time

All The Wise Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.507561392918594% vs 2022
2024 filing year
$4.2M$4.3M$4.4M$4.5M$4.6M 202220232024 $4.34M $4.49M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 183 $4M
2023 1 162 $4M
2024 1 233 $4M

Nearby 401(k) Plans in Tennessee

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

The Wise Company, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Wise Company, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.004268142 · Participants: 162The Wise Company, LLC Profit Sharing Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Wise Company, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Wise Company, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

The Wise Company, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Dynamic Equipment 401(k) Plan in FL ($4M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 The Wise Company, LLC Profit Sharing Plan and Trust assets move in 2023? ▼
The Wise Company, LLC Profit Sharing Plan and Trust edged down modestly - down 1.7% during 2023, from $4M to $4M. Reported net income was -$74K.
How have The Wise Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wise Company, LLC's sponsor-wide assets grew 3.5%, from $4M to $4M.
Which 401(k) plans are similar in size to The Wise Company, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Equipment 401(k) Plan in FL ($4M, 118 participants).
Which 401(k) plans cover a similar participant headcount to The Wise Company, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 203222618.

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.