401(k) · DOL Form 5500 · 2024
Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $58,152
- Avg per participant Low balance/head
Official DOL plan name: Cpr Advisor K Mep Fiduciary Wise LLC · Sponsored by Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC · Arizona · Manufacturing
$14M in assets, 242 participants
Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC's Cpr Advisor K Mep Fiduciary Wise LLC reported $14M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #9,013 in Manufacturing (17,777 peers)
Coverage in Arizona
Cpr Advisor K Mep Fiduciary Wise LLC covers 242 participants in Arizona, about 43% of the average Arizona filer (state average ~564 per filing). Assets: $14M.
- #9,013
- in Manufacturing (17,777 peers)
- +14.0%
- assets growth YoY
Cpr Advisor K Mep Fiduciary Wise LLC's mid-pack asset rank among Manufacturing and all filers
Cpr Advisor K Mep Fiduciary Wise LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,072,720 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cpr Advisor K Mep Fiduciary Wise LLC 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. Cpr Advisor K Mep Fiduciary Wise LLC sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cpr Advisor K Mep Fiduciary Wise LLC end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC reported participants fell from 260 in the plan year 2023 filing to 242 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 331227799 · Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC PY 2024 · 401(k)
Cpr Advisor K Mep Fiduciary Wise LLC · $14M · 242 · 63rd
- 5500 $14M
- 5500 242
- 5500 63rd
- 5500 401(k)
- 5500 near Koehler Instrument Co., Inc. 401(k) Retirement Plan
- 5500 ind #9013
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 →
Cpr Advisor K Mep Fiduciary Wise LLC in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 331227799 |
| Plan Effective Date | 2017-10-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC)
Sponsor-wide plan assets over time
All Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 35.48789658774169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $10M |
| 2023 | 1 | 260 | $12M |
| 2024 | 1 | 242 | $14M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Cpr Advisor K Mep Fiduciary Wise LLC's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Koehler Instrument Co., Inc. 401(k) Retirement Plan in NY ($14M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Venus Construction Company 401 (K) Plan (TX) 242 · 0 off
- Allone Health Resources, Inc. 401(k) Retirement Savings Plan (PA) 242 · 0 off
- Dalton Motors 401(k) Plan (CA) 242 · 0 off
- Buck Institute for Research on Aging 401(k) Plan (CA) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.