401(k) · DOL Form 5500 · 2024

Wisdomtree, Inc 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
197
Participants Below avg headcount
83rd
Percentile by assets National rank
$229,092
Avg per participant Above avg balance/head
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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.

  • #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.

#6,291
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wisdomtree, Inc 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Wisdomtree, Inc 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisdomtree, Inc 401(k) Retirement Plan sits mid-pack in the medium band (197 participants).

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 →

Plan-year Form 5500 strip

Filing strip 133487784 · Wisdomtree, Inc PY 2024 · 401(k)

Wisdomtree, Inc 401(k) Retirement Plan · $45M · 197 · 83rd

  • RANK $45M
  • PHOTO 197
  • IND 83rd
  • EOY 401(k)
  • 5500 near Uva Community Health Retirement 401(a) Plan
  • ASSETS ind #6291

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 New York →

Wisdomtree, Inc 401(k) Retirement Plan in the asset neighbourhood

Wisdomtree, Inc 401(k) Retirement PlanWisdomtree, Inc 401(k) Retir…$45MUva Community Health Retirement 401(a) PlanUva Community Health Retirem…$45MSchnitzer Properties 401(k) Retirement Savings PlanSchnitzer Properties 401(k) …$45MWillis Cadillac, Inc. Retirement PlanWillis Cadillac, Inc. Retire…$45MFit Electronics, Inc. 401(k) PlanFit Electronics, Inc. 401(k)…$45M
End-of-year total assets ($M) among Wisdomtree, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Wisdomtree, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$45M 54.148502698841824% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.3M $45.1M ▲ +54.1%
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 ($B) Participants Wisdomtree, Inc 401(k) Retirement Plan, Total assets ($B): 0.045131204 · Participants: 197Wisdomtree, Inc 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
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 →

Wisdomtree, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Uva Community Health Retirement 401(a) Plan in VA ($45M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 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).
Which 401(k) plans cover a similar participant headcount to Wisdomtree, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 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.