401(k) · DOL Form 5500 · 2023
Fiduciary Wise, LLC 401(k) Plan
Data updated 2026-08-11
- $33M
- Total assets
- 956
- Participants
- 81st
- Percentile by assets
- $34,841
- Avg per participant
Official DOL plan name: Sdm Retirement Plan · Sponsored by Fiduciary Wise, LLC · Arizona · Finance & Insurance
$33M in assets, 956 participants
Fiduciary Wise, LLC's Sdm Retirement Plan reported $33M in total assets and 956 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 127,072 plans)
- #6,245 in Finance & Insurance (8,869 peers)
Where Sdm Retirement Plan sits by assets
Sdm Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 956 participants (~$34,841/participant).
- $33M
- total plan assets (2023 EOY)
- 956
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $34,841
- avg assets per participant
Sdm Retirement Plan vs the 2023 asset distribution
By assets, Sdm Retirement Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 813799174 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 956 | $45M |
| 2024 | 2 | 1,727 | $53M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sdm Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sdm Retirement Plan by total assets, not by location.
Frequently Asked Questions
How have Fiduciary Wise, LLC plan assets changed over time? ▼
Where does Sdm Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sdm Retirement Plan? ▼
Next read for Sdm Retirement Plan
Scale reading
Ways to act on Sdm Retirement Plan's numbers.
- By total assets, Sdm Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Fiduciary Wise, LLC's sponsor-wide assets have grown 18.0% since 2023 across 2 plan years on file. More Finance & Insurance plans