401(k) · DOL Form 5500 · 2023
The Finway Group 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 2,311
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $7,146
- Avg per participant Low balance/head
Official DOL plan name: Higginbotham Pep · Sponsored by The Finway Group · Iowa · Finance & Insurance
$17M in assets, 2,311 participants
The Finway Group's Higginbotham Pep reported $17M in total assets and 2,311 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #4,855 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Higginbotham Pep covers 2,311 participants in Iowa, 3.8x the typical Iowa plan (state average ~609 per filing). Assets: $17M.
- #4,855
- in Finance & Insurance (8,869 peers)
- $3M
- reported net income
Higginbotham Pep's outsized position by total assets
Higginbotham Pep vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,514,756 Top 31% higher than 69% 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
Higginbotham 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. Higginbotham Pep lands in the large band (2,311 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Higginbotham Pep reported participants rose from N/A in the plan year 2022 filing to 2,311 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 421468222 · The Finway Group PY 2023 · 401(k)
Higginbotham Pep · $17M · 2,311 · 69th
- EBSA $17M
- PART 2,311
- TYPE 69th
- NET 401(k)
- BOOK near Imperative Chemical Partners, Inc. 401(k) Plan
- VS-ST ind #4855
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 Iowa →
Higginbotham Pep in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 421468222 |
| Plan Effective Date | 2022-08-01 |
| Filing Status | FILING 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
| 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 Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Higginbotham Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Imperative Chemical Partners, Inc. 401(k) Plan in TX ($17M); by covered participants it is Access Clinical Partners, LLC 401(k) Plan in GA (2,311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Imperative Chemical Partners, Inc. 401(k) Plan (TX) $17M · 470
- Baim Institute for Clinical Research 401(k) Plan (MA) $17M · 65
- Techtrans International 401(k) Plan (TX) $17M · 110
- Meadowland Farmers Coop 401(k) Plan (MN) $17M · 201
Similar participant headcount
Nearest other-state filings by covered participants (2,311 participants); asset peers above are excluded.
- Access Clinical Partners, LLC 401(k) Plan (GA) 2,311 · 0 off
- Asbury Communities, Inc. 401(k) Retirement Savings Plan (MD) 2,312 · 1 off
- Cms Savings Plan and Trust (TX) 2,313 · 2 off
- Titan America LLC 401(k) Retirement Savings Plan (VA) 2,309 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.