401(k) · DOL Form 5500 · 2024

Headwaters Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$441,645
Avg per participant High balance/head
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Official DOL plan name: Hwm 401(k) Profit Sharing Plan · Sponsored by Headwaters Wealth Management, LLC · Idaho · Finance & Insurance

$3M in assets, 7 participants

Headwaters Wealth Management, LLC's Hwm 401(k) Profit Sharing Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,927 in Finance & Insurance (8,549 peers)

Headwaters Wealth Management, LLC multi-year trail

Headwaters Wealth Management, LLC's plans moved +57.1% in assets from 2022 to 2024; this filing shows Hwm 401(k) Profit Sharing Plan at $3M / 7 participants.

#1,927
in Finance & Insurance (8,549 peers)
+31.6%
assets growth YoY

Hwm 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Hwm 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,091,514 34th percentile higher than 34% of 123,620 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 2024

Hwm 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hwm 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hwm 401(k) Profit Sharing Plan reported net income rose from $382K in the plan year 2023 filing to $742K in the plan year 2024 filing.
  • Hwm 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hwm 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472154882 · Headwaters Wealth Management, LLC PY 2024 · 401(k)

Hwm 401(k) Profit Sharing Plan · $3M · 7 · 34th

  • EBSA $3M
  • PART 7
  • TYPE 34th
  • NET 401(k)
  • BOOK near New England Newspapers, Inc. 401(k) Plan
  • VS-ST ind #1927

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 Idaho →

Hwm 401(k) Profit Sharing Plan in the asset neighbourhood

Hwm 401(k) Profit Sharing PlanHwm 401(k) Profit Sharing Pl…$3MNew England Newspapers, Inc. 401(k) PlanNew England Newspapers, Inc.…$3MMagnificus Corporation 401(k) PlanMagnificus Corporation 401(k…$3MLedgecore Retirement Plan$3MAurora Machine 401(k) Savings PlanAurora Machine 401(k) Saving…$3M
End-of-year total assets ($M) among Hwm 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Headwaters Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Headwaters Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.09790689520248% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.09M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 2 14 $3M

Headwaters Wealth Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$742K
Employer EIN472154882
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Hwm 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hwm 401(k) Profit Sharing Plan, Total assets ($B): 0.003091514 · Participants: 7Hwm 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Hwm 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Hwm 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hwm 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is New England Newspapers, Inc. 401(k) Plan in MA ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hwm 401(k) Profit Sharing Plan assets move in 2024? ▼
Hwm 401(k) Profit Sharing Plan surged - up 31.6% during 2024, from $2M to $3M. Reported net income was $742K.
How have Headwaters Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Headwaters Wealth Management, LLC's sponsor-wide assets grew 57.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Hwm 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New England Newspapers, Inc. 401(k) Plan in MA ($3M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Hwm 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472154882.

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.