Profit Sharing · DOL Form 5500 · 2024

Fiduciary Wise, LLC Profit Sharing Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
415
Participants Below avg headcount
88th
Percentile by assets National rank
$182,576
Avg per participant Above avg balance/head
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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.

  • #18,025 in Professional & Technical Services (20,173 peers)

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.

#18,025
in Professional & Technical Services (20,173 peers)
+953.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Preferred Employer Plan II's outsized position by total assets

Preferred Employer Plan II vs every filed plan by assets

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

$75,769,033 Top 12% higher than 88% 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 II 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 II sits mid-pack in the medium band (415 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 923047404 · Fiduciary Wise, LLC PY 2024 · Profit Sharing

Preferred Employer Plan II · $76M · 415 · 88th

  • EIN $76M
  • RANK 415
  • PHOTO 88th
  • IND Profit Sharing
  • EOY near Oneida Healthcare Center 403(b) Plan
  • 5500 ind #18025

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Preferred Employer Plan II in the asset neighbourhood

Schiff Hardin LLP Professional Retirement Plan IISchiff Hardin LLP Profession…$77MOneida Healthcare Center 403(b) PlanOneida Healthcare Center 403…$76MPreferred Employer Plan II$76MIronworkers Local No 55 Profit Sharing Annuity Plan and Trust FundIronworkers Local No 55 Prof…$76MIron Workers Local Union No. 404 Annuity FundIron Workers Local Union No.…$75M
End-of-year total assets ($M) among Preferred Employer Plan II and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$76M
Net Income$5M
Employer EIN923047404
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
$76M 953.5115181410131% vs 2023
2024 filing year
$0M$50M$100M 20232024 $7.19M $75.8M ▲ +953.8%
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 Scatter plot of 6 data points. -20000200040006000 304050607080 Total assets ($M) Participants Preferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC PlanSobel Medical Consultants, PC Profit Sharing Plan, Total assets ($M): 33.58295 · Participants: 21Sobel Medical Consultants, PC Profit Sharing Plan
Preferred Employer Plan II vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Preferred Employer Plan II side-by-side with 3 peers →

Preferred Employer Plan II's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Oneida Healthcare Center 403(b) Plan in NY ($76M); by covered participants it is Alberici Companies Retirement Plan in MO (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 II assets move in 2024? ▼
Preferred Employer Plan II surged - up 953.5% during 2024, from $7M to $76M. Reported net income was $5M.
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 953.5%, from $7M to $76M.
Where does Preferred Employer Plan II rank by assets among Form 5500 filers? ▼
Preferred Employer Plan II ranks in the 88th 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 Profit Sharing plans are similar in size to Preferred Employer Plan II? ▼
Among Profit Sharing plans in other states, the closest by assets is Oneida Healthcare Center 403(b) Plan in NY ($76M, 1,072 participants).
Which Profit Sharing plans cover a similar participant headcount to Preferred Employer Plan II? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Alberici Companies Retirement Plan in MO (415 participants, $182M 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 923047404.

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.