401(k) · DOL Form 5500 · 2024

The Finway Group, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
85
Participants Small participant base
78th
Percentile by assets National rank
$360,964
Avg per participant High balance/head
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Official DOL plan name: Mai Epic Retirement Plan · Sponsored by The Finway Group, LLC · Iowa · Finance & Insurance

$31M in assets, 85 participants

The Finway Group, LLC's Mai Epic Retirement Plan reported $31M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,578 in Finance & Insurance (8,549 peers)

Where Mai Epic Retirement Plan sits by assets

Mai Epic Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 85 participants (~$360,964/participant), up 585.6% in 2024.

#5,578
in Finance & Insurance (8,549 peers)
+585.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mai Epic Retirement Plan's outsized position by total assets

Mai Epic Retirement Plan vs every filed plan by assets

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

$30,681,901 Top 22% higher than 78% 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

Mai Epic Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mai Epic Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mai Epic Retirement Plan reported net income rose from $87K in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mai Epic Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Mai Epic Retirement Plan reported participants rose from N/A in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Mai Epic Retirement Plan · $31M · 85 · 78th

  • BOY $31M
  • BOY 85
  • BOY 78th
  • BOY 401(k)
  • BOY near Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust
  • BOY ind #5578

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 Iowa →

Mai Epic Retirement Plan in the asset neighbourhood

Kbf Cpas LLP 401(k) Profit Sharing PlanKbf Cpas LLP 401(k) Profit S…$31MDatalab USA, LLC 401(k) Profit Sharing PlanDatalab USA, LLC 401(k) Prof…$31MMai Epic Retirement Plan$31MWiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & TrustWiedner & Mcauliffe, Ltd. 40…$31MTechnical Staffing Resources, LLC 401(k) PlanTechnical Staffing Resources…$31M
End-of-year total assets ($M) among Mai Epic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN421468222
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Finway Group, LLC)

Sponsor-wide plan assets over time

All The Finway Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$508M 853178.5315860215% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $0.06M $508M ▲ +846350.0%
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.

Mai Epic Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Mai Epic Retirement Plan, Total assets ($B): 0.030681901 · Participants: 85Mai Epic Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Mai Epic Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mai Epic Retirement Plan side-by-side with 3 peers →

Mai Epic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($31M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Mai Epic Retirement Plan assets move in 2024? ▼
Mai Epic Retirement Plan surged - up 585.6% during 2024, from $4M to $31M. Reported net income was $7M.
How have The Finway Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Finway Group, LLC's sponsor-wide assets grew 853178.5%, from $60K to $508M.
Where does Mai Epic Retirement Plan rank by assets among Form 5500 filers? ▼
Mai Epic Retirement Plan ranks in the 78th 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 Mai Epic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($31M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Mai Epic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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.

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.