401(k) · DOL Form 5500 · 2023
The Finway Group, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 499
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $19,777
- Avg per participant Low balance/head
Official DOL plan name: Retiremint Pep · Sponsored by The Finway Group, LLC · Iowa · Professional & Technical Services
$10M in assets, 499 participants
The Finway Group, LLC's Retiremint Pep reported $10M in total assets and 499 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,552 in Professional & Technical Services (20,321 peers)
The Finway Group, LLC multi-year trail
The Finway Group, LLC's plans moved +853178.5% in assets from 2022 to 2024; this filing shows Retiremint Pep at $10M / 499 participants.
- #11,552
- in Professional & Technical Services (20,321 peers)
- $655K
- reported net income
Retiremint Pep's mid-pack asset rank among Professional & Technical Services and all filers
Retiremint Pep vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,868,633 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retiremint Pep 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. Retiremint Pep sits mid-pack in the medium band (499 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retiremint Pep reported participants rose from N/A in the plan year 2022 filing to 499 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 421468222 · The Finway Group, LLC PY 2023 · 401(k)
Retiremint Pep · $10M · 499 · 58th
- EIN $10M
- RANK 499
- PHOTO 58th
- IND 401(k)
- EOY near Allen Distribution 401(k) and Profit Sharing Plan
- 5500 ind #11552
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 →
Retiremint Pep in the asset neighbourhood
The Finway Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Finway Group, LLC 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 |
The Finway Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $655K |
| Employer EIN | 421468222 |
| Plan Effective Date | 2022-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Retiremint Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Allen Distribution 401(k) and Profit Sharing Plan in PA ($10M); by covered participants it is Flock Freight, Inc. Retirement Trust in CA (499 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (499 participants); asset peers above are excluded.
- Flock Freight, Inc. Retirement Trust (CA) 499 · 0 off
- Dakota Gasification Company 401(k) Plan (ND) 499 · 0 off
- Mitchell Plastics 401(k) Plan (AL) 499 · 0 off
- Utility Workers Union of America Deferred Compens Plan (MI) 499 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.