401(k) · DOL Form 5500 · 2024
Wise Consulting, LLC 401(k) Plan
Data updated 2026-08-25
- $493K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $493,016
- Avg per participant High balance/head
Official DOL plan name: Wise Consulting Retirement Trust · Sponsored by Wise Consulting, LLC · Illinois · Professional & Technical Services
$493K in assets, 1 participants
Wise Consulting, LLC's Wise Consulting Retirement Trust reported $493K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,699 in Professional & Technical Services (20,173 peers)
2024 asset change
Wise Consulting Retirement Trust grew sharply 15.9% in 2024 ($425K → $493K) for 1 participant.
- #2,699
- in Professional & Technical Services (20,173 peers)
- +15.9%
- assets growth YoY
Wise Consulting Retirement Trust among the smaller filed plans by assets
Wise Consulting Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$493,016 18th percentile higher than 18% 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
Wise Consulting Retirement Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wise Consulting Retirement Trust is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 851912634 · Wise Consulting, LLC PY 2024 · 401(k)
Wise Consulting Retirement Trust · $493K · 1 · 18th
- PHOTO $493K
- PHOTO 1
- PHOTO 18th
- PHOTO 401(k)
- PHOTO near B&b Direct LLC 401(k) Plan
- PHOTO ind #2699
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 Illinois →
Wise Consulting Retirement Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $425K |
|---|---|
| Net Assets (End of Year) | $493K |
| Net Income | $68K |
| Employer EIN | 851912634 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Wise Consulting Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is B&b Direct LLC 401(k) Plan in NY ($493K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($493K here).
- B&b Direct LLC 401(k) Plan (NY) $493K · 111
- Knox Ventures Retirement Plan (IA) $493K · 1
- Kast Capital Retirement Plan (IN) $493K · 2
- Grbam Inc. 401(k) Plan (NJ) $493K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.