Profit Sharing · DOL Form 5500 · 2024
Fiduciary Wise, LLC Profit Sharing Plan
Data updated 2026-07-24
- $76M
- Total assets
- 415
- Participants
- 88th
- Percentile by assets
- $182,576
- Avg per participant
Official DOL plan name: Preferred Employer Plan II · Sponsored by Fiduciary Wise, LLC · Arizona · Professional & Technical Services
$76M in assets, 415 participants
Fiduciary Wise, LLC's Preferred Employer Plan II reported $76M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Where Preferred Employer Plan II sits by assets
Preferred Employer Plan II sits in the top quartile of all filed plans by assets, $76M for 415 participants (~$182,576/participant), up 953.5% in 2024.
- $76M
- total plan assets (2024 EOY)
- 415
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $182,576
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Preferred Employer Plan II end-of-year assets rose from $7M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Preferred Employer Plan II reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Preferred Employer Plan II reported participants rose from N/A in the plan year 2023 filing to 415 in the plan year 2024 filing.
Preferred Employer Plan II vs the 2024 asset distribution
By assets, Preferred Employer Plan II outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $5M |
| Employer EIN | 923047404 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fiduciary Wise, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $7M |
| 2024 | 1 | 415 | $76M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Preferred Employer Plan II vs. nearby Profit Sharing plans in Arizona, assets vs. participants
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
- Sobel Medical Consultants, PC Profit Sharing Plan $34M · 21
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Preferred Employer Plan II by total assets, not by location.
- Oneida Healthcare Center 403(b) Plan (NY) $76M · 1,072
- Iron Workers Local Union No. 404 Annuity Fund (PA) $75M · 899
- Schiff Hardin LLP Professional Retirement Plan II (DC) $77M · 177
- Firelands Regional Health System 401(k) Plan (OH) $75M · 1,762
Frequently Asked Questions
How did Preferred Employer Plan II assets move in 2024? ▼
How have Fiduciary Wise, LLC plan assets changed over time? ▼
Where does Preferred Employer Plan II rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Preferred Employer Plan II? ▼
Next read for Preferred Employer Plan II
Scale reading
Ways to act on Preferred Employer Plan II's numbers.
- By total assets, Preferred Employer Plan II ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Arizona. Compare plans
- Fiduciary Wise, LLC's sponsor-wide assets have grown 953.5% since 2023 across 2 plan years on file. More Professional & Technical Services plans
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 923047404.
Read our methodology - how this data is sourced, computed, and verified.