401(k) · DOL Form 5500 · 2024

Wise US, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
661
Participants Below avg headcount
64th
Percentile by assets National rank
$22,440
Avg per participant Low balance/head
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Official DOL plan name: Wise US, Inc. 401(k) Plan · Sponsored by Wise US, Inc. · Florida · Finance & Insurance

$15M in assets, 661 participants

Wise US, Inc.'s Wise US, Inc. 401(k) Plan reported $15M in total assets and 661 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,131 in Finance & Insurance (8,549 peers)

Wise US, Inc. multi-year trail

Wise US, Inc.'s plans moved +162.9% in assets from 2022 to 2024; this filing shows Wise US, Inc. 401(k) Plan at $15M / 661 participants.

#4,131
in Finance & Insurance (8,549 peers)
+42.0%
assets growth YoY

Wise US, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Wise US, Inc. 401(k) Plan vs every filed plan by assets

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

$14,832,923 Top 36% higher than 64% 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

Wise US, Inc. 401(k) 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. Wise US, Inc. 401(k) Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wise US, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Wise US, Inc. 401(k) Plan reported participants rose from 528 in the plan year 2023 filing to 661 in the plan year 2024 filing.
  • Wise US, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453233521 · Wise US, Inc. PY 2024 · 401(k)

Wise US, Inc. 401(k) Plan · $15M · 661 · 64th

  • EIN $15M
  • EIN 661
  • EIN 64th
  • EIN 401(k)
  • EIN near Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan
  • EIN ind #4131

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 Florida →

Wise US, Inc. 401(k) Plan in the asset neighbourhood

Wise US, Inc. 401(k) Plan$15MHighland Park Motors, Inc. Employees' Profit Sharing and Savings PlanHighland Park Motors, Inc. E…$15MTransonic Systems Inc. Retirement Savings PlanTransonic Systems Inc. Retir…$15MThe Viking Corporation 401(k) Plan for Bargaining Unit EmployeesThe Viking Corporation 401(k…$15MCooper Holdings, Inc. 401(k) PlanCooper Holdings, Inc. 401(k)…$15M
End-of-year total assets ($M) among Wise US, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wise US, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wise US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 162.86603261625632% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.64M $14.8M ▲ +162.9%
Year Plans Participants Total Assets
2022 1 299 $6M
2023 1 528 $10M
2024 1 661 $15M

Wise US, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN453233521
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Wise US, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wise US, Inc. 401(k) Plan, Total assets ($B): 0.014832923 · Participants: 661Wise US, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Wise US, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wise US, Inc. 401(k) Plan side-by-side with 3 peers →

Wise US, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan in IL ($15M); by covered participants it is Digicert 401(k) Retirement Plan in UT (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Wise US, Inc. 401(k) Plan assets move in 2024? ▼
Wise US, Inc. 401(k) Plan surged - up 42.0% during 2024, from $10M to $15M. Reported net income was $4M.
How have Wise US, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise US, Inc.'s sponsor-wide assets grew 162.9%, from $6M to $15M.
Which 401(k) plans are similar in size to Wise US, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highland Park Motors, Inc. Employees' Profit Sharing and Savings Plan in IL ($15M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Wise US, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digicert 401(k) Retirement Plan in UT (661 participants, $85M 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 453233521.

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.