401(k) · DOL Form 5500 · 2024

The Finway Group 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size: 240
Participants Below avg headcount: 82nd
Percentile by assets National rank: $171,820
Avg per participant Above avg balance/head

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Official DOL plan name: The Artisan 401(k) Pep · Sponsored by The Finway Group · Iowa · Professional & Technical Services

$41M in assets, 240 participants

The Finway Group's The Artisan 401(k) Pep reported $41M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

#16,610 in Professional & Technical Services (20,173 peers)

Coverage in Iowa

The Artisan 401(k) Pep covers 240 participants in Iowa, about 39% of the average Iowa filer (state average ~609 per filing). Assets: $41M.

#16,610
in Professional & Technical Services (20,173 peers): $514K
reported net income: 0.4×
vs typical plan assets (national mean)

The Artisan 401(k) Pep's outsized position by total assets

The Artisan 401(k) Pep vs every filed plan by assets

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

$41,236,725 Top 18% higher than 82% 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

The Artisan 401(k) 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. The Artisan 401(k) Pep sits mid-pack in the medium band (240 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%)

The Artisan 401(k) Pep reported participants rose from N/A in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

The Artisan 401(k) Pep · $41M · 240 · 82nd

PCT $41M
PCT 240
PCT 82nd
PCT 401(k)
PCT near Sierra Bravo Corporation 401(k) Plan
PCT ind #16610

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 →

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

Iowa filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$41M
Net Income	$514K
Employer EIN	421468222
Plan Effective Date	2023-11-01
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.

The Artisan 401(k) 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 The Artisan 401(k) Pep side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Sierra Bravo Corporation 401(k) Plan in MN ($41M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Sierra Bravo Corporation 401(k) Plan (MN) $41M · 147
Pinnacle Actuarial Resources, Inc. 401(k) Profit-Sharing Plan & Trust (IL) $41M · 90
The Intertech Group, Inc. Retirement Savings Plan (SC) $41M · 119
Logrhythm, Inc. 401(k) Plan (CO) $41M · 352

Similar participant headcount

Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.

Shangri-La 401(k) Plan (OR) 240 · 0 off
SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
City Beverages 401(k) Plan (FL) 240 · 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 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.

Where does The Artisan 401(k) Pep rank by assets among Form 5500 filers? ▼

The Artisan 401(k) Pep ranks in the 82nd 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 The Artisan 401(k) Pep? ▼

Among 401(k) plans in other states, the closest by assets is Sierra Bravo Corporation 401(k) Plan in MN ($41M, 147 participants).

Which 401(k) plans cover a similar participant headcount to The Artisan 401(k) Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 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.