401(k) · DOL Form 5500 · 2022

Wesley Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
297
Participants Below avg headcount
46th
Percentile by assets National rank
$13,643
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Wesley Financial Group, LLC · Sponsored by Wesley Financial Group, LLC · Tennessee · Other Services

$4M in assets, 297 participants

Wesley Financial Group, LLC's Employee Benefit Plan of Wesley Financial Group, LLC reported $4M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,593 in Other Services (8,398 peers)

Coverage in Tennessee

Employee Benefit Plan of Wesley Financial Group, LLC covers 297 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#5,593
in Other Services (8,398 peers)
+3.6%
assets growth YoY

Employee Benefit Plan of Wesley Financial Group, LLC's mid-pack asset rank among Other Services and all filers

Employee Benefit Plan of Wesley Financial Group, LLC vs every filed plan by assets

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

$4,052,049 46th percentile higher than 46% 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

Employee Benefit Plan of Wesley Financial Group, LLC among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Wesley Financial Group, LLC sits mid-pack in the medium band (297 participants).

Form 5500 schedule snapshot

Filing strip 454049154 · Wesley Financial Group, LLC PY 2022 · 401(k)

Employee Benefit Plan of Wesley Financial Group, LLC · $4M · 297 · 46th

  • PCT $4M
  • EIN 297
  • RANK 46th
  • PHOTO 401(k)
  • IND near Smartcontract 401(k) Plan
  • EOY ind #5593

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 Other Services retirement plans → · Plans in Tennessee →

Employee Benefit Plan of Wesley Financial Group, LLC in the asset neighbourhood

Employee Benefit Plan of Wesley Financial Group, LLCEmployee Benefit Plan of Wes…$4MSmartcontract 401(k) Plan$4MTaco Bell of Northwest Ohio 401(k) Profit Sharing PlanTaco Bell of Northwest Ohio …$4MSpartan Education Group, LLC Retirement Savings PlanSpartan Education Group, LLC…$4MTsi 401(k) Profit Sharing PlanTsi 401(k) Profit Sharing Pl…$4M
End-of-year total assets ($M) among Employee Benefit Plan of Wesley Financial Group, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$140K
Employer EIN454049154
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Financial Group, LLC)

Sponsor-wide plan assets over time

All Wesley Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 105.95849161745083% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.05M $8.35M ▲ +106.2%
Year Plans Participants Total Assets
2022 1 297 $4M
2023 1 297 $6M
2024 1 326 $8M

Nearby 401(k) Plans in Tennessee

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

Employee Benefit Plan of Wesley Financial Group, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Employee Benefit Plan of Wesley Financial Group, LLC, Total assets ($B): 0.004052049 · Participants: 297Employee Benefit Plan of Wesley Financial Group, LLCFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Employee Benefit Plan of Wesley Financial Group, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Employee Benefit Plan of Wesley Financial Group, LLC side-by-side with 3 peers →

Employee Benefit Plan of Wesley Financial Group, LLC's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Smartcontract 401(k) Plan in NY ($4M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Employee Benefit Plan of Wesley Financial Group, LLC assets move in 2022? ▼
Employee Benefit Plan of Wesley Financial Group, LLC edged up modestly - up 3.6% during 2022, from $4M to $4M. Reported net income was $140K.
How have Wesley Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Financial Group, LLC's sponsor-wide assets grew 106.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Wesley Financial Group, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Smartcontract 401(k) Plan in NY ($4M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Wesley Financial Group, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 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 454049154.

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.