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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Retiremint Pep$10MAllen Distribution 401(k) and Profit Sharing PlanAllen Distribution 401(k) an…$10MDutch-American Foods, Inc. 401(k) PlanDutch-American Foods, Inc. 4…$10MS L Husain Hamzavi Md PC Profit Sharing PlanS L Husain Hamzavi Md PC Pro…$10MRodefer Moss & Co, PLLC 401(k) Profit Sharing PlanRodefer Moss & Co, PLLC 401(…$10M
End-of-year total assets ($M) among Retiremint Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0M$200M$400M$600M 202220232024 $0.06M $508M ▲ +846350.0%
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 EIN421468222
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Retiremint Pep vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Retiremint Pep, Total assets ($B): 0.009868633 · Participants: 499Retiremint PepThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Retiremint Pep vs. nearby 401(k) plans in Iowa, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (499 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 have The Finway Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Finway Group, LLC's sponsor-wide assets grew 853178.5%, from $60K to $508M.
Which 401(k) plans are similar in size to Retiremint Pep?
Among 401(k) plans in other states, the closest by assets is Allen Distribution 401(k) and Profit Sharing Plan in PA ($10M, 898 participants).
Which 401(k) plans cover a similar participant headcount to Retiremint Pep?
Among 401(k) plans in other states, the closest by covered participants is Flock Freight, Inc. Retirement Trust in CA (499 participants, $13M in assets).