401(k) · DOL Form 5500 · 2023

The Finway Group 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
498
Participants Below avg headcount
78th
Percentile by assets National rank
$54,731
Avg per participant Low balance/head
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Official DOL plan name: Proretire Savings Plan · Sponsored by The Finway Group · Iowa · Finance & Insurance

$27M in assets, 498 participants

The Finway Group's Proretire Savings Plan reported $27M in total assets and 498 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,873 in Finance & Insurance (8,869 peers)

Where Proretire Savings Plan sits by assets

Proretire Savings Plan sits in the top quartile of all filed plans by assets, $27M for 498 participants (~$54,731/participant).

#5,873
in Finance & Insurance (8,869 peers)
$3M
reported net income
0.3×
vs typical plan assets (national mean)

Proretire Savings Plan's outsized position by total assets

Proretire Savings Plan vs every filed plan by assets

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

$27,256,003 Top 22% higher than 78% 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

Proretire Savings Plan 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. Proretire Savings Plan sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proretire Savings Plan reported participants rose from N/A in the plan year 2022 filing to 498 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Proretire Savings Plan · $27M · 498 · 78th

  • PHOTO $27M
  • IND 498
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Teacher Created Materials, Inc. 401(k) Profit Sharing Plan
  • PCT ind #5873

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 →

Proretire Savings Plan in the asset neighbourhood

Proretire Savings Plan$27MTeacher Created Materials, Inc. 401(k) Profit Sharing PlanTeacher Created Materials, I…$27MRotary Corporation 401(k) Profit Sharing PlanRotary Corporation 401(k) Pr…$27MThree-Z Printing Co. Retirement Savings PlanThree-Z Printing Co. Retirem…$27MMullins Cheese, Inc. Profit Sharing PlanMullins Cheese, Inc. Profit …$27M
End-of-year total assets ($M) among Proretire Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN421468222
Plan Effective Date2022-11-15
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.

Proretire Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Proretire Savings Plan, Total assets ($B): 0.027256003 · Participants: 498Proretire Savings PlanThe 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
Proretire Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Proretire Savings Plan side-by-side with 3 peers →

Proretire Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Teacher Created Materials, Inc. 401(k) Profit Sharing Plan in CA ($27M); by covered participants it is Ti 401(k) Savings Plan in TX (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 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 Proretire Savings Plan rank by assets among Form 5500 filers? ▼
Proretire Savings Plan ranks in the 78th 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 Proretire Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teacher Created Materials, Inc. 401(k) Profit Sharing Plan in CA ($27M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Proretire Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ti 401(k) Savings Plan in TX (498 participants, $1.0B 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.