401(k) · DOL Form 5500 · 2024
The Finway Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 45th
- Percentile by assets National rank
Official DOL plan name: Fiduciary Freedom Retirement Plan · Sponsored by The Finway Group · Iowa · Professional & Technical Services
$6M in assets, N/A participants
The Finway Group's Fiduciary Freedom Retirement Plan reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,665 in Professional & Technical Services (20,173 peers)
The Finway Group multi-year trail
The Finway Group's plans moved +853178.5% in assets from 2022 to 2024; this filing shows Fiduciary Freedom Retirement Plan at $6M / N/A participants.
- #8,665
- in Professional & Technical Services (20,173 peers)
- $69K
- reported net income
Fiduciary Freedom Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Fiduciary Freedom Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,939,661 45th percentile higher than 45% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 421468222 · The Finway Group PY 2024 · 401(k)
Fiduciary Freedom Retirement Plan · $6M · N/A · 45th
- PART $6M
- TYPE N/A
- NET 45th
- BOOK 401(k)
- VS-ST near Capital Healthcare 401(k) Plan
- BOY ind #8665
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 Professional & Technical Services retirement plans → · Plans in Iowa →
Fiduciary Freedom Retirement Plan in the asset neighbourhood
The Finway Group multi-year asset trail
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 |
The Finway Group filing trail (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $69K |
| Employer EIN | 421468222 |
| Plan Effective Date | 2023-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Fiduciary Freedom Retirement Plan's closest out-of-state 401(k) peers by assets
Outside Iowa, the nearest 401(k) by end-of-year assets is Capital Healthcare 401(k) Plan in VA at $6M (this filing: $6M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Capital Healthcare 401(k) Plan (VA) $6M · 126
- Homefront, Inc. 401(k) Plan (NJ) $6M · 130
- Mar-Mac Manufacturing Company 401(k) Profit Sharing Plan (SC) $6M · 132
- Coast Sign, Inc. 401(k) Plan (CA) $6M · 179
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.