401(k) · DOL Form 5500 · 2023

The Finway Group 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,514
Participants Near avg headcount
82nd
Percentile by assets National rank
$25,196
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Architect Retirement Pep · Sponsored by The Finway Group · Iowa · Professional & Technical Services

$38M in assets, 1,514 participants

The Finway Group's The Architect Retirement Pep reported $38M in total assets and 1,514 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,895 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

The Architect Retirement Pep covers 1,514 participants in Iowa, 2.5x the typical Iowa plan (state average ~609 per filing). Assets: $38M.

#16,895
in Professional & Technical Services (20,321 peers)
+63991.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Architect Retirement Pep's outsized position by total assets

The Architect Retirement Pep vs every filed plan by assets

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

$38,147,120 Top 18% higher than 82% 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 Architect Retirement Pep's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Architect Retirement Pep lands in the large band (1,514 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Architect Retirement Pep end-of-year assets rose from $60K in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • The Architect Retirement Pep reported net income rose from $60K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Architect Retirement Pep reported participants rose from N/A in the plan year 2022 filing to 1,514 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421468222 · The Finway Group PY 2023 · 401(k)

The Architect Retirement Pep · $38M · 1,514 · 82nd

  • EBSA $38M
  • EBSA 1,514
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Ngm Biopharmaceuticals 401(k) Plan
  • EBSA ind #16895

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 Professional & Technical Services retirement plans → · Plans in Iowa →

The Architect Retirement Pep in the asset neighbourhood

The Architect Retirement Pep$38MNgm Biopharmaceuticals 401(k) PlanNgm Biopharmaceuticals 401(k…$38MReno Orthopaedic Clinic, Ltd. Profit Sharing Plan and TrustReno Orthopaedic Clinic, Ltd…$38MKier & Wright Civil Engineers and Surveyors, Inc. Salary Deferral PlanKier & Wright Civil Engineer…$38MBuck Institute for Research on Aging 401(k) PlanBuck Institute for Research …$38M
End-of-year total assets ($M) among The Architect Retirement Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$60K
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN421468222
Plan Effective Date2022-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Finway Group)

Sponsor-wide plan assets over time

All The Finway Group plans reported in each filing year

Latest sponsor-wide plan assets
$508M 853178.5315860215% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $0.06M $508M ▲ +846350.0%
Year Plans Participants Total Assets
2022 4 N/A $60K
2023 15 5,444 $139M
2024 31 7,219 $508M

Nearby 401(k) Plans in Iowa

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

The Architect Retirement Pep vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Architect Retirement Pep, Total assets ($B): 0.03814712 · Participants: 1514The Architect Retirement PepThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Architect Retirement Pep vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Architect Retirement Pep side-by-side with 3 peers →

The Architect Retirement Pep's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ngm Biopharmaceuticals 401(k) Plan in CA ($38M); by covered participants it is Memorial Retirement Plan in MI (1,514 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,514 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 Architect Retirement Pep assets move in 2023? ▼
The Architect Retirement Pep surged - up 63991.3% during 2023, from $60K to $38M. Reported net income was $10M.
How have The Finway Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Finway Group's sponsor-wide assets grew 853178.5%, from $60K to $508M.
Where does The Architect Retirement Pep rank by assets among Form 5500 filers? ▼
The Architect Retirement Pep ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Architect Retirement Pep? ▼
Among 401(k) plans in other states, the closest by assets is Ngm Biopharmaceuticals 401(k) Plan in CA ($38M, 239 participants).
Which 401(k) plans cover a similar participant headcount to The Architect Retirement Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Memorial Retirement Plan in MI (1,514 participants, $99M 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 421468222.

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.