401(k) · DOL Form 5500 · 2024
The Finway Group 401(k) Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 2,408
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $60,730
- Avg per participant Low balance/head
Official DOL plan name: The Architect Retirement Pep · Sponsored by The Finway Group · Iowa · Professional & Technical Services
$146M in assets, 2,408 participants
The Finway Group's The Architect Retirement Pep reported $146M in total assets and 2,408 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,957 in Professional & Technical Services (20,173 peers)
Coverage in Iowa
The Architect Retirement Pep covers 2,408 participants in Iowa, 4.0x the typical Iowa plan (state average ~609 per filing). Assets: $146M.
- #18,957
- in Professional & Technical Services (20,173 peers)
- +283.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
The Architect Retirement Pep's outsized position by total assets
The Architect Retirement Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$146,238,189 Top 7% higher than 93% 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
The Architect Retirement 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. The Architect Retirement Pep lands in the large band (2,408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Architect Retirement Pep reported net income rose from $10M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- The Architect Retirement Pep end-of-year assets rose from $38M in the plan year 2023 filing to $146M in the plan year 2024 filing.
- The Architect Retirement Pep reported participants rose from 1,514 in the plan year 2023 filing to 2,408 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421468222 · The Finway Group PY 2024 · 401(k)
The Architect Retirement Pep · $146M · 2,408 · 93rd
- PHOTO $146M
- IND 2,408
- EOY 93rd
- 5500 401(k)
- ASSETS near Leith, Inc. 401(k) Profit Sharing Plan
- PCT ind #18957
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 Iowa →
The Architect Retirement Pep in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $45M |
| Employer EIN | 421468222 |
| Plan Effective Date | 2022-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Finway Group)
Sponsor-wide plan assets over time
All The Finway Group plans reported in each filing year
- 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.
- 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
The Architect Retirement Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Leith, Inc. 401(k) Profit Sharing Plan in NC ($146M); by covered participants it is Carriage Services 401(k) Plan in TX (2,407 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- Leith, Inc. 401(k) Profit Sharing Plan (NC) $146M · 1,822
- Lancaster Colony Corporation 401(k) Plan (OH) $146M · 2,661
- Man Investments USA Holdings Inc. Savings and Investment Plan (NY) $146M · 399
- Ig Design Group Americas Inc. 401(k) Plan (PA) $146M · 1,400
Similar participant headcount
Nearest other-state filings by covered participants (2,408 participants); asset peers above are excluded.
- Carriage Services 401(k) Plan (TX) 2,407 · 1 off
- Factset Research Systems Inc. Plan (CT) 2,410 · 2 off
- Ferrara Candy Company 401(k) Plan (IL) 2,406 · 2 off
- Skanska USA Building Inc. Pension Benefit Plan and Trust (NJ) 2,410 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.