401(k) · DOL Form 5500 · 2024
The Finway Group, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 756
- Participants Near avg headcount
- 61st
- Percentile by assets National rank
- $16,792
- Avg per participant Low balance/head
Official DOL plan name: Retiremint Pep · Sponsored by The Finway Group, LLC · Iowa · Professional & Technical Services
$13M in assets, 756 participants
The Finway Group, LLC's Retiremint Pep reported $13M in total assets and 756 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,038 in Professional & Technical Services (20,173 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 $13M / 756 participants.
- #12,038
- in Professional & Technical Services (20,173 peers)
- +28.6%
- assets growth YoY
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 2024 · DOL Form 5500
$12,694,971 Top 39% higher than 61% 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
Retiremint Pep 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. Retiremint Pep sits mid-pack in the medium band (756 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retiremint Pep reported net income rose from $655K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Retiremint Pep reported participants rose from 499 in the plan year 2023 filing to 756 in the plan year 2024 filing.
- Retiremint Pep end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421468222 · The Finway Group, LLC PY 2024 · 401(k)
Retiremint Pep · $13M · 756 · 61st
- SCH $13M
- EBSA 756
- PART 61st
- TYPE 401(k)
- NET near Denver Dumb Friends League Profit Sharing Plan
- BOOK ind #12038
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 (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| 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 $4.6B · 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
Retiremint Pep's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Denver Dumb Friends League Profit Sharing Plan in CO ($13M); by covered participants it is USA Compression 401(k) Plan in TX (756 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Denver Dumb Friends League Profit Sharing Plan (CO) $13M · 291
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) $13M · 212
- K1 401(k) Plan (CA) $13M · 112
- Keter Environmental Services Inc - 401(k) (CT) $13M · 314
Similar participant headcount
Nearest other-state filings by covered participants (756 participants); asset peers above are excluded.
- USA Compression 401(k) Plan (TX) 756 · 0 off
- Comscore, Inc. 401(k) Plan (VA) 756 · 0 off
- Awl 401(k) Plan (TX) 756 · 0 off
- Data Analysis, Inc. Investment Plan and Trust (CA) 756 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.