401(k) · DOL Form 5500 · 2024

Wise Business Forms 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
233
Participants Below avg headcount
69th
Percentile by assets National rank
$79,992
Avg per participant Below avg balance/head
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Official DOL plan name: Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Wise Business Forms · Georgia · Manufacturing

$19M in assets, 233 participants

Wise Business Forms's Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,316 in Manufacturing (17,777 peers)

Coverage in Georgia

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust covers 233 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#10,316
in Manufacturing (17,777 peers)
-1.1%
assets change YoY

The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,638,167 Top 31% higher than 69% 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

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust 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. Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to -$205K in the plan year 2024 filing.
  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 242 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251213370 · Wise Business Forms PY 2024 · 401(k)

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust · $19M · 233 · 69th

  • VS-ST $19M
  • VS-ST 233
  • VS-ST 69th
  • VS-ST 401(k)
  • VS-ST near Cfc, Inc. Employees' Profit Sharing & 401(k) Plan
  • VS-ST ind #10316

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 Manufacturing retirement plans → · Plans in Georgia →

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wise Business Forms, Inc 401(k) Profit Sharing Plan & TrustWise Business Forms, Inc 401…$19MCfc, Inc. Employees' Profit Sharing & 401(k) PlanCfc, Inc. Employees' Profit …$19MPeoples Mortgage 401(k) Plan$19MAudio Technica U.S., Inc. Profit Sharing PlanAudio Technica U.S., Inc. Pr…$19MCopenhagen Imports 401(k) Profit Sharing PlanCopenhagen Imports 401(k) Pr…$19M
End-of-year total assets ($M) among Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$205K
Employer EIN251213370
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wise Business Forms)

Sponsor-wide plan assets over time

All Wise Business Forms plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.29193043685953% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16M $18.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 249 $16M
2023 1 242 $19M
2024 1 233 $19M

Nearby 401(k) Plans in Georgia

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

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018638167 · Participants: 233Wise Business Forms, Inc 401(k) Profit Sharing Plan & TrustThe 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
Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cfc, Inc. Employees' Profit Sharing & 401(k) Plan in IL ($19M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 1.1% during 2024, from $19M to $19M. Reported net income was -$205K.
How have Wise Business Forms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise Business Forms's sponsor-wide assets grew 16.3%, from $16M to $19M.
Which 401(k) plans are similar in size to Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cfc, Inc. Employees' Profit Sharing & 401(k) Plan in IL ($19M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K 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 251213370.

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.