401(k) · DOL Form 5500 · 2024

The Finway Group 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 2,606
Participants Above avg headcount: 74th
Percentile by assets National rank: $9,531
Avg per participant Low balance/head

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Official DOL plan name: Higginbotham Pep · Sponsored by The Finway Group · Iowa · Finance & Insurance

$25M in assets, 2,606 participants

The Finway Group's Higginbotham Pep reported $25M in total assets and 2,606 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#5,164 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Higginbotham Pep covers 2,606 participants in Iowa, 4.3x the typical Iowa plan (state average ~609 per filing). Assets: $25M.

#5,164
in Finance & Insurance (8,549 peers): +50.4%
assets growth YoY

Higginbotham Pep's outsized position by total assets

Higginbotham Pep vs every filed plan by assets

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

$24,838,613 Top 26% higher than 74% 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

Higginbotham Pep's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Higginbotham Pep lands in the large band (2,606 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Higginbotham Pep reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Higginbotham Pep end-of-year assets rose from $17M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Higginbotham Pep reported participants rose from 2,311 in the plan year 2023 filing to 2,606 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421468222 · The Finway Group PY 2024 · 401(k)

Higginbotham Pep · $25M · 2,606 · 74th

ASSETS $25M
ASSETS 2,606
ASSETS 74th
ASSETS 401(k)
ASSETS near Kymera Therapeutics, Inc. 401(k) Profit Sharing Plan Trust
ASSETS ind #5164

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 Iowa →

End-of-year total assets ($M) among Higginbotham Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$25M
Net Income	$7M
Employer EIN	421468222
Plan Effective Date	2022-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Finway Group)

Latest sponsor-wide plan assets: $508M 853178.5315860215% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	4	N/A	$60K
2023	15	5,444	$139M
2024	31	7,219	$508M

Nearby 401(k) Plans in Iowa

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

Higginbotham Pep vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Higginbotham Pep side-by-side with 3 peers →

Higginbotham Pep's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Kymera Therapeutics, Inc. 401(k) Profit Sharing Plan Trust in MA ($25M); by covered participants it is Swinerton 401(k) & Savings Plan in CA (2,606 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Kymera Therapeutics, Inc. 401(k) Profit Sharing Plan Trust (MA) $25M · 185
Haynie & Co. 401(k) Plan (UT) $25M · 375
Topline Financial Credit Union 401(k) Plan (MN) $25M · 179
The National Checking Company Employee Retirement Plan (MN) $25M · 208

Similar participant headcount

Nearest other-state filings by covered participants (2,606 participants); asset peers above are excluded.

Swinerton 401(k) & Savings Plan (CA) 2,606 · 0 off
Mayville Engineering Company, Inc. 401(k) Plan (WI) 2,605 · 1 off
Atlantic Aviation Fbo Inc. 401(k) Plan (TX) 2,607 · 1 off
The Aes Corporation Retirement Savings Plan (VA) 2,604 · 2 off

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 Higginbotham Pep assets move in 2024? ▼

Higginbotham Pep surged - up 50.4% during 2024, from $17M to $25M. Reported net income was $7M.

How have The Finway Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Finway Group's sponsor-wide assets grew 853178.5%, from $60K to $508M.

Which 401(k) plans are similar in size to Higginbotham Pep? ▼

Among 401(k) plans in other states, the closest by assets is Kymera Therapeutics, Inc. 401(k) Profit Sharing Plan Trust in MA ($25M, 185 participants).

Which 401(k) plans cover a similar participant headcount to Higginbotham Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Swinerton 401(k) & Savings Plan in CA (2,606 participants, $832M 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 421468222.