401(k) · DOL Form 5500 · 2024
The Finway Group 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 80th
- Percentile by assets National rank
Official DOL plan name: Wealthwise Retirement Plan Pep · Sponsored by The Finway Group · Iowa · Professional & Technical Services
$35M in assets, N/A participants
The Finway Group's Wealthwise Retirement Plan Pep reported $35M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,144 in Professional & Technical Services (20,173 peers)
Where Wealthwise Retirement Plan Pep sits by assets
Wealthwise Retirement Plan Pep sits in the top quartile of all filed plans by assets, $35M for N/A participants.
- #16,144
- in Professional & Technical Services (20,173 peers)
- -$104K
- reported net income
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wealthwise Retirement Plan Pep's outsized position by total assets
Wealthwise Retirement Plan Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,127,381 Top 20% higher than 80% 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.
Published 5500 schedule card
Filing strip 421468222 · The Finway Group PY 2024 · 401(k)
Wealthwise Retirement Plan Pep · $35M · N/A · 80th
- RANK $35M
- RANK N/A
- RANK 80th
- RANK 401(k)
- RANK near Summit Hill Foods, Inc. 401(k) Plan
- RANK ind #16144
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 →
Wealthwise Retirement Plan Pep in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$104K |
| Employer EIN | 421468222 |
| Plan Effective Date | 2023-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Finway Group)
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 |
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
Wealthwise Retirement Plan Pep's closest out-of-state 401(k) peers by assets
Outside Iowa, the nearest 401(k) by end-of-year assets is Summit Hill Foods, Inc. 401(k) Plan in GA at $35M (this filing: $35M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.