401(k) · DOL Form 5500 · 2024

Fiduciary Wise, LLC Fbo Jesse Engineering Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
74
Participants Small participant base
64th
Percentile by assets National rank
$202,143
Avg per participant Above avg balance/head
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Official DOL plan name: Ekstra 401(k) Plan Fbo Jesse Engineering Company · Sponsored by Fiduciary Wise, LLC Fbo Jesse Engineering Company · Arizona · Manufacturing

$15M in assets, 74 participants

Fiduciary Wise, LLC Fbo Jesse Engineering Company's Ekstra 401(k) Plan Fbo Jesse Engineering Company reported $15M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,304 in Manufacturing (17,777 peers)

What the 2024 filing shows

Ekstra 401(k) Plan Fbo Jesse Engineering Company holds $15M for 74 participants - about $202,143 per participant, above the median plan by assets.

#9,304
in Manufacturing (17,777 peers)
+7.7%
assets growth YoY

Ekstra 401(k) Plan Fbo Jesse Engineering Company's mid-pack asset rank among Manufacturing and all filers

Ekstra 401(k) Plan Fbo Jesse Engineering Company vs every filed plan by assets

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

$14,958,597 Top 36% higher than 64% 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

Ekstra 401(k) Plan Fbo Jesse Engineering Company among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ekstra 401(k) Plan Fbo Jesse Engineering Company is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ekstra 401(k) Plan Fbo Jesse Engineering Company reported net income rose from $256K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ekstra 401(k) Plan Fbo Jesse Engineering Company end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Ekstra 401(k) Plan Fbo Jesse Engineering Company reported participants fell from 76 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910978113 · Fiduciary Wise, LLC Fbo Jesse Engineering Company PY 2024 · 401(k)

Ekstra 401(k) Plan Fbo Jesse Engineering Company · $15M · 74 · 64th

  • NET $15M
  • BOOK 74
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Sunny Sky Products, LLC 401(k) Plan
  • EBSA ind #9304

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 Arizona →

Ekstra 401(k) Plan Fbo Jesse Engineering Company in the asset neighbourhood

Ekstra 401(k) Plan Fbo Jesse Engineering CompanyEkstra 401(k) Plan Fbo Jesse…$15MSunny Sky Products, LLC 401(k) PlanSunny Sky Products, LLC 401(…$15MJ.V. Manufacturing Company, Inc. 401(k) Retirement PlanJ.V. Manufacturing Company, …$15MWaters 401(k) Profit Sharing PlanWaters 401(k) Profit Sharing…$15MDelta Industries, Inc. 401(k) Profit Sharing PlanDelta Industries, Inc. 401(k…$15M
End-of-year total assets ($M) among Ekstra 401(k) Plan Fbo Jesse Engineering Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN910978113
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC Fbo Jesse Engineering Company)

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Jesse Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 9.748930177726303% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.6M $15M ▲ +9.8%
Year Plans Participants Total Assets
2022 2 163 $14M
2023 1 76 $14M
2024 1 74 $15M

Nearby 401(k) Plans in Arizona

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

Ekstra 401(k) Plan Fbo Jesse Engineering Company vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ekstra 401(k) Plan Fbo Jesse Engineering Company, Total assets ($B): 0.014958597 · Participants: 74Ekstra 401(k) Plan Fbo Jesse Engineering CompanyBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Ekstra 401(k) Plan Fbo Jesse Engineering Company vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Ekstra 401(k) Plan Fbo Jesse Engineering Company side-by-side with 3 peers →

Ekstra 401(k) Plan Fbo Jesse Engineering Company's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sunny Sky Products, LLC 401(k) Plan in TX ($15M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Ekstra 401(k) Plan Fbo Jesse Engineering Company assets move in 2024? ▼
Ekstra 401(k) Plan Fbo Jesse Engineering Company grew at a solid clip - up 7.7% during 2024, from $14M to $15M. Reported net income was $1M.
How have Fiduciary Wise, LLC Fbo Jesse Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise, LLC Fbo Jesse Engineering Company's sponsor-wide assets grew 9.7%, from $14M to $15M.
Which 401(k) plans are similar in size to Ekstra 401(k) Plan Fbo Jesse Engineering Company? ▼
Among 401(k) plans in other states, the closest by assets is Sunny Sky Products, LLC 401(k) Plan in TX ($15M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Ekstra 401(k) Plan Fbo Jesse Engineering Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants, $3M 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 910978113.

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.