401(k) · DOL Form 5500 · 2024

Longview Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
46th
Percentile by assets National rank
$262,966
Avg per participant High balance/head
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Official DOL plan name: Longview Wealth Management, Inc. 401(k) Plan · Sponsored by Longview Wealth Management, Inc. · Georgia · Finance & Insurance

$6M in assets, 24 participants

Longview Wealth Management, Inc.'s Longview Wealth Management, Inc. 401(k) Plan reported $6M in total assets and 24 participants in its 2024 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.

  • #2,711 in Finance & Insurance (8,549 peers)

Longview Wealth Management, Inc. multi-year trail

Longview Wealth Management, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Longview Wealth Management, Inc. 401(k) Plan at $6M / 24 participants.

#2,711
in Finance & Insurance (8,549 peers)
+18.2%
assets growth YoY

Longview Wealth Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Longview Wealth Management, Inc. 401(k) Plan vs every filed plan by assets

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

$6,311,185 46th percentile higher than 46% 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

Longview Wealth Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longview Wealth Management, Inc. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Longview Wealth Management, Inc. 401(k) Plan reported net income rose from $433K in the plan year 2023 filing to $971K in the plan year 2024 filing.
  • Longview Wealth Management, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Longview Wealth Management, Inc. 401(k) Plan reported participants fell from 26 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581432011 · Longview Wealth Management, Inc. PY 2024 · 401(k)

Longview Wealth Management, Inc. 401(k) Plan · $6M · 24 · 46th

  • ASSETS $6M
  • ASSETS 24
  • ASSETS 46th
  • ASSETS 401(k)
  • ASSETS near Amsdell Companies 401(k) Plan
  • ASSETS ind #2711

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 Georgia →

Longview Wealth Management, Inc. 401(k) Plan in the asset neighbourhood

Longview Wealth Management, Inc. 401(k) PlanLongview Wealth Management, …$6MAmsdell Companies 401(k) Plan$6MAllied Employer Group 401(k) Retirement PlanAllied Employer Group 401(k)…$6MGenz-Ryan Plumbing & Heating Company 401(k) Profit Sharing PlanGenz-Ryan Plumbing & Heating…$6MCamp Caribou Profit Sharing PlanCamp Caribou Profit Sharing …$6M
End-of-year total assets ($M) among Longview Wealth Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Longview Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Longview Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.602354876262325% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.91M $6.31M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 26 $5M
2024 1 24 $6M

Longview Wealth Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$971K
Employer EIN581432011
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Longview Wealth Management, Inc. 401(k) Plan, Total assets ($B): 0.006311185 · Participants: 24Longview Wealth Management, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Longview Wealth Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Longview Wealth Management, Inc. 401(k) Plan side-by-side with 3 peers →

Longview Wealth Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Amsdell Companies 401(k) Plan in OH ($6M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Longview Wealth Management, Inc. 401(k) Plan assets move in 2024? ▼
Longview Wealth Management, Inc. 401(k) Plan grew sharply - up 18.2% during 2024, from $5M to $6M. Reported net income was $971K.
How have Longview Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longview Wealth Management, Inc.'s sponsor-wide assets grew 28.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amsdell Companies 401(k) Plan in OH ($6M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Longview Wealth Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K 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 581432011.

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.