401(k) · DOL Form 5500 · 2022

Wise Investments, LLC 401(k) Plan

Data updated 2026-08-25

$921K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$306,896
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wise Investments, LLC Profit Sharing 401(k) Plan · Sponsored by Wise Investments, LLC · California · Real Estate

$921K in assets, 3 participants

Wise Investments, LLC's Wise Investments, LLC Profit Sharing 401(k) Plan reported $921K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,045 in Real Estate (5,057 peers)

Wise Investments, LLC multi-year trail

Wise Investments, LLC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Wise Investments, LLC Profit Sharing 401(k) Plan at $921K / 3 participants.

#2,045
in Real Estate (5,057 peers)
+10.9%
assets growth YoY

Wise Investments, LLC Profit Sharing 401(k) Plan among the smaller filed plans by assets

Wise Investments, LLC Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$920,689 24th percentile higher than 24% of 139,123 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 2022

Wise Investments, LLC Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wise Investments, LLC Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 954657784 · Wise Investments, LLC PY 2022 · 401(k)

Wise Investments, LLC Profit Sharing 401(k) Plan · $921K · 3 · 24th

  • 5500 $921K
  • ASSETS 3
  • PCT 24th
  • EIN 401(k)
  • RANK near Purushottam Naik, M.D., P.C. 401(k) Plan
  • PHOTO ind #2045

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 Real Estate retirement plans → · Plans in California →

Wise Investments, LLC Profit Sharing 401(k) Plan in the asset neighbourhood

Wise Investments, LLC Profit Sharing 401(k) PlanWise Investments, LLC Profit…$921KPurushottam Naik, M.D., P.C. 401(k) PlanPurushottam Naik, M.D., P.C.…$921KNorth East Missouri Co-Op Services Inc Retirement PlanNorth East Missouri Co-Op Se…$921KRecovery Management Services 401(k) PlanRecovery Management Services…$921KRepublica Havas, LLC 401(k) PlanRepublica Havas, LLC 401(k) …$921K
End-of-year total assets ($M) among Wise Investments, LLC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wise Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wise Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.737584569816736% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.92M $1.17M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 3 $921K
2023 1 3 $1M
2024 1 3 $1M

Wise Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$830K
Net Assets (End of Year)$921K
Net Income$91K
Employer EIN954657784
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wise Investments, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wise Investments, LLC Profit Sharing 401(k) Plan, Total assets ($B): 0.000920689 · Participants: 3Wise Investments, LLC Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wise Investments, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wise Investments, LLC Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Purushottam Naik, M.D., P.C. 401(k) Plan in MI ($921K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wise Investments, LLC Profit Sharing 401(k) Plan assets move in 2022? ▼
Wise Investments, LLC Profit Sharing 401(k) Plan grew at a solid clip - up 10.9% during 2022, from $830K to $921K. Reported net income was $91K.
How have Wise Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise Investments, LLC's sponsor-wide assets grew 26.7%, from $921K to $1M.
Where does Wise Investments, LLC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Wise Investments, LLC Profit Sharing 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wise Investments, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purushottam Naik, M.D., P.C. 401(k) Plan in MI ($921K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Wise Investments, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954657784.

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.