401(k) · DOL Form 5500 · 2023
The Finway Group 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $84,045
- Avg per participant Below avg balance/head
Official DOL plan name: Tfp Retirement Pep · Sponsored by The Finway Group · Iowa · Healthcare & Social Assistance
$13M in assets, 151 participants
The Finway Group's Tfp Retirement Pep reported $13M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,213 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Tfp Retirement Pep covers 151 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $13M.
- #12,213
- in Healthcare & Social Assistance (17,684 peers)
- $2K
- reported net income
Tfp Retirement Pep's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tfp Retirement Pep vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,690,803 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tfp Retirement Pep 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. Tfp Retirement Pep sits mid-pack in the medium band (151 participants).
EBSA filing schedule strip
Filing strip 421468222 · The Finway Group PY 2023 · 401(k)
Tfp Retirement Pep · $13M · 151 · 64th
- EBSA $13M
- PART 151
- TYPE 64th
- NET 401(k)
- BOOK near Surewerx USA 401(k) Plan
- VS-ST ind #12213
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Tfp Retirement Pep in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2K |
| Employer EIN | 421468222 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING 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
| 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.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Tfp Retirement Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Surewerx USA 401(k) Plan in IL ($13M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 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.