401(k) · DOL Form 5500 · 2024

Wisdomtree, Inc 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
197
Participants
83rd
Percentile by assets
$229,092
Avg per participant
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Official DOL plan name: Wisdomtree, Inc 401(k) Retirement Plan · Sponsored by Wisdomtree, Inc · New York · Finance & Insurance

$45M in assets, 197 participants

Wisdomtree, Inc's Wisdomtree, Inc 401(k) Retirement Plan reported $45M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,291 in Finance & Insurance (8,549 peers)

Coverage in New York

Wisdomtree, Inc 401(k) Retirement Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY)
197
covered participants
83rd
percentile by assets (of 123,622 plans)
$229,092
avg assets per participant

Where Wisdomtree, Inc 401(k) Retirement Plan sits by total assets

Wisdomtree, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$45,131,204 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wisdomtree, Inc 401(k) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wisdomtree, Inc 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Wisdomtree, Inc 401(k) Retirement Plan reported participants rose from 175 in the plan year 2023 filing to 197 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Wisdomtree, Inc 401(k) Retirement Plan reports 197 participants - about 25% of that state average ($45M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN133487784
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisdomtree, Inc)

$25M$30M$35M$40M$45M$50M 202220232024 $29.3M $45.1M ▲ +54.1%
Total plan assets by year, all Wisdomtree, Inc plans on file
Year Plans Participants Total Assets
2022 1 148 $29M
2023 1 175 $38M
2024 1 197 $45M

Nearby 401(k) Plans in New York

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

Wisdomtree, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wisdomtree, Inc 401(…, Total assets ($B): 0.045131204 · Participants: 197Wisdomtree, Inc 401(…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Wisdomtree, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wisdomtree, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wisdomtree, Inc 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Wisdomtree, Inc 401(k) Retirement Plan assets move in 2024? ▼
Wisdomtree, Inc 401(k) Retirement Plan grew sharply - up 17.5% during 2024, from $38M to $45M. Reported net income was $7M.
How have Wisdomtree, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisdomtree, Inc's sponsor-wide assets grew 54.1%, from $29M to $45M.
Where does Wisdomtree, Inc 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wisdomtree, Inc 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wisdomtree, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uva Community Health Retirement 401(a) Plan in VA ($45M, 1,228 participants).

Next read for Wisdomtree, Inc 401(k) Retirement Plan

Filing takeaways

Ways to act on Wisdomtree, Inc 401(k) Retirement Plan's numbers.

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 133487784.

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.