401(k) · DOL Form 5500 · 2024

Fiduciary Wise, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
772
Participants Near avg headcount
82nd
Percentile by assets National rank
$52,789
Avg per participant Low balance/head
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Official DOL plan name: Sdm Retirement Plan · Sponsored by Fiduciary Wise, LLC · Arizona · Finance & Insurance

$41M in assets, 772 participants

Fiduciary Wise, LLC's Sdm Retirement Plan reported $41M in total assets and 772 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.

  • #6,125 in Finance & Insurance (8,549 peers)

Where Sdm Retirement Plan sits by assets

Sdm Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 772 participants (~$52,789/participant), up 22.4% in 2024.

#6,125
in Finance & Insurance (8,549 peers)
+22.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sdm Retirement Plan's outsized position by total assets

Sdm Retirement Plan vs every filed plan by assets

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

$40,753,400 Top 18% higher than 82% 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

Sdm Retirement 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. Sdm Retirement Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sdm Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Sdm Retirement Plan reported participants fell from 956 in the plan year 2023 filing to 772 in the plan year 2024 filing.
  • Sdm Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Sdm Retirement Plan · $41M · 772 · 82nd

  • PART $41M
  • PART 772
  • PART 82nd
  • PART 401(k)
  • PART near Ors Nasco 401(k) Plan
  • PART ind #6125

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 →

Sdm Retirement Plan in the asset neighbourhood

Sdm Retirement Plan$41MOrs Nasco 401(k) Plan$41MLexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, In…$41MHighfive Healthcare 401(k) PlanHighfive Healthcare 401(k) P…$41MM&s Radiology Associates 401(k) TrustM&s Radiology Associates 401…$41M
End-of-year total assets ($M) among Sdm 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)$33M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN813799174
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC)

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

Nearby 401(k) Plans in Arizona

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

Sdm Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sdm Retirement Plan, Total assets ($B): 0.0407534 · Participants: 772Sdm Retirement 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
Sdm Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sdm Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Ors Nasco 401(k) Plan in OK ($41M); by covered participants it is Betanxt, Inc. 401(k) Plan in NY (772 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (772 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 Sdm Retirement Plan assets move in 2024? ▼
Sdm Retirement Plan grew sharply - up 22.4% during 2024, from $33M to $41M. Reported net income was $7M.
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.
Where does Sdm Retirement Plan rank by assets among Form 5500 filers? ▼
Sdm Retirement Plan 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 Sdm Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ors Nasco 401(k) Plan in OK ($41M, 764 participants).
Which 401(k) plans cover a similar participant headcount to Sdm Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Betanxt, Inc. 401(k) Plan in NY (772 participants, $73M 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.