401(k) · DOL Form 5500 · 2024

Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
222
Participants Below avg headcount
35th
Percentile by assets National rank
$14,390
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Preferred Employer Plan for Envios De Valores La Nacional Corp · Sponsored by Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp · Arizona · Finance & Insurance

$3M in assets, 222 participants

Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp's Preferred Employer Plan for Envios De Valores La Nacional Corp reported $3M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,958 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Preferred Employer Plan for Envios De Valores La Nacional Corp covers 222 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#1,958
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY

Preferred Employer Plan for Envios De Valores La Nacional Corp's mid-pack asset rank among Finance & Insurance and all filers

Preferred Employer Plan for Envios De Valores La Nacional Corp vs every filed plan by assets

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

$3,194,514 35th percentile higher than 35% 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

Preferred Employer Plan for Envios De Valores La Nacional Corp 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. Preferred Employer Plan for Envios De Valores La Nacional Corp sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Employer Plan for Envios De Valores La Nacional Corp reported net income rose from $359K in the plan year 2023 filing to $473K in the plan year 2024 filing.
  • Preferred Employer Plan for Envios De Valores La Nacional Corp end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Preferred Employer Plan for Envios De Valores La Nacional Corp reported participants fell from 267 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133267384 · Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp PY 2024 · 401(k)

Preferred Employer Plan for Envios De Valores La Nacional Corp · $3M · 222 · 35th

  • RANK $3M
  • PHOTO 222
  • IND 35th
  • EOY 401(k)
  • 5500 near Zenger Folkman Company 401(k) Plan
  • ASSETS ind #1958

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 →

Preferred Employer Plan for Envios De Valores La Nacional Corp in the asset neighbourhood

Preferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$3MZenger Folkman Company 401(k) PlanZenger Folkman Company 401(k…$3MCorliss Management Group 401(k) Retirement Savings PlanCorliss Management Group 401…$3M403(b) Thrift Plan of United Way for Greater Austin403(b) Thrift Plan of United…$3MNorthwestern Ohio Security Systems 401(k) PlanNorthwestern Ohio Security S…$3M
End-of-year total assets ($M) among Preferred Employer Plan for Envios De Valores La Nacional Corp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$473K
Employer EIN133267384
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp)

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.030624278776045% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.19M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 285 $2M
2023 1 267 $3M
2024 1 222 $3M

Nearby 401(k) Plans in Arizona

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

Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Preferred Employer Plan for Envios De Valores La Nacional Corp, Total assets ($B): 0.003194514 · Participants: 222Preferred Employer Plan for Envios De Valores La Nacional CorpBechtel 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
Preferred Employer Plan for Envios De Valores La Nacional Corp vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Preferred Employer Plan for Envios De Valores La Nacional Corp side-by-side with 3 peers →

Preferred Employer Plan for Envios De Valores La Nacional Corp's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Zenger Folkman Company 401(k) Plan in UT ($3M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Preferred Employer Plan for Envios De Valores La Nacional Corp assets move in 2024? ▼
Preferred Employer Plan for Envios De Valores La Nacional Corp grew sharply - up 17.4% during 2024, from $3M to $3M. Reported net income was $473K.
How have Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp's sponsor-wide assets grew 35.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by assets is Zenger Folkman Company 401(k) Plan in UT ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Employer Plan for Envios De Valores La Nacional Corp? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 133267384.

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.