401(k) · DOL Form 5500 · 2024

The Finway Group 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 160
Participants Small participant base: 66th
Percentile by assets National rank: $98,760
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Tfp Retirement Pep · Sponsored by The Finway Group · Iowa · Healthcare & Social Assistance

$16M in assets, 160 participants

The Finway Group's Tfp Retirement Pep reported $16M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#11,933 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Tfp Retirement Pep covers 160 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#11,933
in Healthcare & Social Assistance (16,916 peers): +24.5%
assets growth YoY

Tfp Retirement Pep's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tfp Retirement Pep vs every filed plan by assets

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

$15,801,532 Top 34% higher than 66% 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

Tfp Retirement Pep 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. Tfp Retirement Pep sits mid-pack in the medium band (160 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tfp Retirement Pep reported net income rose from $2K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Tfp Retirement Pep end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Tfp Retirement Pep reported participants rose from 151 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421468222 · The Finway Group PY 2024 · 401(k)

Tfp Retirement Pep · $16M · 160 · 66th

SCH $16M
EBSA 160
PART 66th
TYPE 401(k)
NET near Microline Surgical Inc 401(k) Plan
BOOK ind #11933

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Tfp Retirement Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$3M
Employer EIN	421468222
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Finway Group)

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.

Tfp Retirement Pep vs. nearby 401(k) plans in Iowa, assets vs. participants

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

Compare Tfp Retirement Pep side-by-side with 3 peers →

Tfp Retirement Pep's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Microline Surgical Inc 401(k) Plan in MA ($16M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Microline Surgical Inc 401(k) Plan (MA) $16M · 141
The Home Insurance Company in Liquidation 401(k) Plan (NH) $16M · 30
Dynamic 401(k) Plan (WI) $16M · 318
Smith Seed Services 401(k) Retirement Plan (OR) $16M · 146

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

Battlefield Farms, Inc. Profit Sharing Plan (VA) 160 · 0 off
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan (OR) 160 · 0 off
Precision International Automotive Products Inc. 401 (K) Plan (NY) 160 · 0 off
Imprint Payments 401(k) Plan (NY) 160 · 0 off

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 Tfp Retirement Pep assets move in 2024? ▼

Tfp Retirement Pep grew sharply - up 24.5% during 2024, from $13M to $16M. Reported net income was $3M.

How have The Finway Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Finway Group's sponsor-wide assets grew 853178.5%, from $60K to $508M.

Which 401(k) plans are similar in size to Tfp Retirement Pep? ▼

Among 401(k) plans in other states, the closest by assets is Microline Surgical Inc 401(k) Plan in MA ($16M, 141 participants).

Which 401(k) plans cover a similar participant headcount to Tfp Retirement Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 421468222.