401(k) · DOL Form 5500 · 2024

Fiduciary Wise, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
955
Participants Near avg headcount
61st
Percentile by assets National rank
$13,329
Avg per participant Low balance/head
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Official DOL plan name: Iowa Senior 401(k) Pooled Employer Plan · Sponsored by Fiduciary Wise, LLC · Arizona · Finance & Insurance

$13M in assets, 955 participants

Fiduciary Wise, LLC's Iowa Senior 401(k) Pooled Employer Plan reported $13M in total assets and 955 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,836 in Finance & Insurance (8,549 peers)

Fiduciary Wise, LLC multi-year trail

Fiduciary Wise, LLC's plans moved +18.0% in assets from 2023 to 2024; this filing shows Iowa Senior 401(k) Pooled Employer Plan at $13M / 955 participants.

#3,836
in Finance & Insurance (8,549 peers)
+6.1%
assets growth YoY

Iowa Senior 401(k) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Iowa Senior 401(k) Pooled Employer Plan vs every filed plan by assets

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

$12,728,852 Top 39% higher than 61% 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

Iowa Senior 401(k) Pooled Employer Plan 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. Iowa Senior 401(k) Pooled Employer Plan sits mid-pack in the medium band (955 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa Senior 401(k) Pooled Employer Plan reported participants rose from N/A in the plan year 2023 filing to 955 in the plan year 2024 filing.
  • Iowa Senior 401(k) Pooled Employer Plan reported net income rose from $870K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Iowa Senior 401(k) Pooled Employer Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813799174 · Fiduciary Wise, LLC PY 2024 · 401(k)

Iowa Senior 401(k) Pooled Employer Plan · $13M · 955 · 61st

  • BOY $13M
  • SCH 955
  • EBSA 61st
  • PART 401(k)
  • TYPE near The Beistle Company 401(k) Plan
  • NET ind #3836

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 Finance & Insurance retirement plans → · Plans in Arizona →

Iowa Senior 401(k) Pooled Employer Plan in the asset neighbourhood

Iowa Senior 401(k) Pooled Employer PlanIowa Senior 401(k) Pooled Em…$13MThe Beistle Company 401(k) PlanThe Beistle Company 401(k) P…$13MJames-Bates-Brannan-Groover LLP 401(k) PlanJames-Bates-Brannan-Groover …$13MBosselman Energy Employees Retirement PlanBosselman Energy Employees R…$13MVirtual Incorporated 401(k) PlanVirtual Incorporated 401(k) …$13M
End-of-year total assets ($M) among Iowa Senior 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fiduciary Wise, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 18.035009943280475% vs 2023
2024 filing year
$40M$45M$50M$55M 20232024 $45.3M $53.5M ▲ +18.0%
Year Plans Participants Total Assets
2023 2 956 $45M
2024 2 1,727 $53M

Fiduciary Wise, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN813799174
Plan Effective Date2023-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Iowa Senior 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Iowa Senior 401(k) Pooled Employer Plan, Total assets ($B): 0.012728852 · Participants: 955Iowa Senior 401(k) Pooled Employer PlanBechtel 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
Iowa Senior 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Iowa Senior 401(k) Pooled Employer Plan side-by-side with 3 peers →

Iowa Senior 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Beistle Company 401(k) Plan in PA ($13M); by covered participants it is Sesame Workshop 401(k) Retirement Plan in NY (955 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (955 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 Iowa Senior 401(k) Pooled Employer Plan assets move in 2024? ▼
Iowa Senior 401(k) Pooled Employer Plan grew at a solid clip - up 6.1% during 2024, from $12M to $13M. Reported net income was $1M.
How have Fiduciary Wise, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fiduciary Wise, LLC's sponsor-wide assets grew 18.0%, from $45M to $53M.
Which 401(k) plans are similar in size to Iowa Senior 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Beistle Company 401(k) Plan in PA ($13M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Senior 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sesame Workshop 401(k) Retirement Plan in NY (955 participants, $168M 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 813799174.

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.