401(k) · DOL Form 5500 · 2024

Wesley Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
326
Participants Below avg headcount
52nd
Percentile by assets National rank
$25,600
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Wesley Financial Group, LLC · Sponsored by Wesley Financial Group, LLC · Tennessee · Other Services

$8M in assets, 326 participants

Wesley Financial Group, LLC's Employee Benefit Plan of Wesley Financial Group, LLC reported $8M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,542 in Other Services (7,719 peers)

Coverage in Tennessee

Employee Benefit Plan of Wesley Financial Group, LLC covers 326 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#5,542
in Other Services (7,719 peers)
+31.6%
assets growth YoY

Employee Benefit Plan of Wesley Financial Group, LLC's mid-pack asset rank among Other Services and all filers

Employee Benefit Plan of Wesley Financial Group, LLC vs every filed plan by assets

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

$8,345,539 Top 48% higher than 52% 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

Employee Benefit Plan of Wesley Financial Group, LLC 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. Employee Benefit Plan of Wesley Financial Group, LLC sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefit Plan of Wesley Financial Group, LLC end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Employee Benefit Plan of Wesley Financial Group, LLC reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Employee Benefit Plan of Wesley Financial Group, LLC reported participants rose from 297 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 454049154 · Wesley Financial Group, LLC PY 2024 · 401(k)

Employee Benefit Plan of Wesley Financial Group, LLC · $8M · 326 · 52nd

  • BOY $8M
  • SCH 326
  • EBSA 52nd
  • PART 401(k)
  • TYPE near Service Industrial, Inc 401(K )Plan
  • NET ind #5542

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 Other Services retirement plans → · Plans in Tennessee →

Employee Benefit Plan of Wesley Financial Group, LLC in the asset neighbourhood

Employee Benefit Plan of Wesley Financial Group, LLCEmployee Benefit Plan of Wes…$8MService Industrial, Inc 401(K )PlanService Industrial, Inc 401(…$8MRomo, Inc. 401(k) Plan$8MDonald G. Bohning & Associates, Inc. Employees' Profit Sharing PlanDonald G. Bohning & Associat…$8MGleaves Swearingen 401(k) PlanGleaves Swearingen 401(k) Pl…$8M
End-of-year total assets ($M) among Employee Benefit Plan of Wesley Financial Group, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN454049154
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Financial Group, LLC)

Sponsor-wide plan assets over time

All Wesley Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 105.95849161745083% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.05M $8.35M ▲ +106.2%
Year Plans Participants Total Assets
2022 1 297 $4M
2023 1 297 $6M
2024 1 326 $8M

Nearby 401(k) Plans in Tennessee

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

Employee Benefit Plan of Wesley Financial Group, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Employee Benefit Plan of Wesley Financial Group, LLC, Total assets ($B): 0.008345539 · Participants: 326Employee Benefit Plan of Wesley Financial Group, LLCFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Employee Benefit Plan of Wesley Financial Group, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Employee Benefit Plan of Wesley Financial Group, LLC side-by-side with 3 peers →

Employee Benefit Plan of Wesley Financial Group, LLC's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Service Industrial, Inc 401(K )Plan in TX ($8M); by covered participants it is Beemok Hospitality Group 401(k) Plan in SC (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Employee Benefit Plan of Wesley Financial Group, LLC assets move in 2024? ▼
Employee Benefit Plan of Wesley Financial Group, LLC surged - up 31.6% during 2024, from $6M to $8M. Reported net income was $2M.
How have Wesley Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Financial Group, LLC's sponsor-wide assets grew 106.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Wesley Financial Group, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Service Industrial, Inc 401(K )Plan in TX ($8M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Wesley Financial Group, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Beemok Hospitality Group 401(k) Plan in SC (326 participants, N/A 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 454049154.

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.