401(k) · DOL Form 5500 · 2023

Wesley Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
297
Participants Below avg headcount
49th
Percentile by assets National rank
$21,357
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

$6M in assets, 297 participants

Wesley Financial Group, LLC's Employee Benefit Plan of Wesley Financial Group, LLC reported $6M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,455 in Other Services (7,857 peers)

Coverage in Tennessee

Employee Benefit Plan of Wesley Financial Group, LLC covers 297 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#5,455
in Other Services (7,857 peers)
+56.5%
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 2023 · DOL Form 5500

$6,343,167 49th percentile higher than 49% of 127,068 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 2023

Employee Benefit Plan of Wesley Financial Group, LLC among mid-size filed plans by headcount

Plan-year 2023 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 (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Wesley Financial Group, LLC reported net income rose from $140K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Employee Benefit Plan of Wesley Financial Group, LLC end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454049154 · Wesley Financial Group, LLC PY 2023 · 401(k)

Employee Benefit Plan of Wesley Financial Group, LLC · $6M · 297 · 49th

  • PHOTO $6M
  • PHOTO 297
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near A&d Health Care 401(k) Pension Plan
  • PHOTO ind #5455

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…$6MA&d Health Care 401(k) Pension PlanA&d Health Care 401(k) Pensi…$6M403(b) Thrift Plan for Employees of D'veal Corporation403(b) Thrift Plan for Emplo…$6MPalmetto Air Group Retirement PlanPalmetto Air Group Retiremen…$6MMood Texas 401(k) Retirement PlanMood Texas 401(k) Retirement…$6M
End-of-year total assets ($M) among Employee Benefit Plan of Wesley Financial Group, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
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): 0.006343167 · Participants: 297Employee Benefit Plan of Wesley Financial Group, LLCFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/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 A&d Health Care 401(k) Pension Plan in MI ($6M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Employee Benefit Plan of Wesley Financial Group, LLC surged - up 56.5% during 2023, from $4M to $6M. 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 A&d Health Care 401(k) Pension Plan in MI ($6M, 159 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 Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.