401(k) · DOL Form 5500 · 2023

Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
267
Participants Below avg headcount
34th
Percentile by assets National rank
$10,193
Avg per participant Low balance/head
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Official DOL plan name: Preferred Employer Plan for Envios De Valores La Nacional Corp · Sponsored by Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp · Arizona · Finance & Insurance

$3M in assets, 267 participants

Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp's Preferred Employer Plan for Envios De Valores La Nacional Corp reported $3M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,112 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Preferred Employer Plan for Envios De Valores La Nacional Corp covers 267 participants in Arizona, about 47% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#2,112
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY

Preferred Employer Plan for Envios De Valores La Nacional Corp's mid-pack asset rank among Finance & Insurance and all filers

Preferred Employer Plan for Envios De Valores La Nacional Corp vs every filed plan by assets

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

$2,721,463 34th percentile higher than 34% 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

Preferred Employer Plan for Envios De Valores La Nacional Corp 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. Preferred Employer Plan for Envios De Valores La Nacional Corp sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Employer Plan for Envios De Valores La Nacional Corp reported net income rose from -$2K in the plan year 2022 filing to $359K in the plan year 2023 filing.
  • Preferred Employer Plan for Envios De Valores La Nacional Corp end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Preferred Employer Plan for Envios De Valores La Nacional Corp reported participants fell from 285 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133267384 · Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp PY 2023 · 401(k)

Preferred Employer Plan for Envios De Valores La Nacional Corp · $3M · 267 · 34th

  • IND $3M
  • EOY 267
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Rkg Associates, Inc. Profit Sharing 401(k) Plan
  • EIN ind #2112

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 Finance & Insurance retirement plans → · Plans in Arizona →

Preferred Employer Plan for Envios De Valores La Nacional Corp in the asset neighbourhood

Preferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$3MRkg Associates, Inc. Profit Sharing 401(k) PlanRkg Associates, Inc. Profit …$3MKevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing PlanKevin L. Carlton Dds, Ms, PA…$3M401(k) Profit Sharing Plan for Employees of Cortland County Community Action Program Inc.401(k) Profit Sharing Plan f…$3MChemstation of South Carolina 401(k) PlanChemstation of South Carolin…$3M
End-of-year total assets ($M) among Preferred Employer Plan for Envios De Valores La Nacional Corp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$359K
Employer EIN133267384
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp)

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.030624278776045% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.19M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 285 $2M
2023 1 267 $3M
2024 1 222 $3M

Nearby 401(k) Plans in Arizona

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

Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Preferred Employer Plan for Envios De Valores La Nacional Corp, Total assets ($B): 0.002721463 · Participants: 267Preferred Employer Plan for Envios De Valores La Nacional CorpBechtel 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
Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Preferred Employer Plan for Envios De Valores La Nacional Corp side-by-side with 3 peers →

Preferred Employer Plan for Envios De Valores La Nacional Corp's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rkg Associates, Inc. Profit Sharing 401(k) Plan in VA ($3M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Preferred Employer Plan for Envios De Valores La Nacional Corp assets move in 2023? ▼
Preferred Employer Plan for Envios De Valores La Nacional Corp grew sharply - up 15.0% during 2023, from $2M to $3M. Reported net income was $359K.
How have Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp's sponsor-wide assets grew 35.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by assets is Rkg Associates, Inc. Profit Sharing 401(k) Plan in VA ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 133267384.

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.