401(k) · DOL Form 5500 · 2024

Wisdom Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$399,980
Avg per participant High balance/head
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Official DOL plan name: Wisdom Financial Group, Inc. 401(k) Plan · Sponsored by Wisdom Financial Group, Inc. · Michigan · Finance & Insurance

$400K in assets, 1 participants

Wisdom Financial Group, Inc.'s Wisdom Financial Group, Inc. 401(k) Plan reported $400K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #695 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Wisdom Financial Group, Inc. 401(k) Plan holds $400K for 1 participant - about $399,980 per participant, among the smaller plans by assets on file.

#695
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Wisdom Financial Group, Inc. 401(k) Plan among the smaller filed plans by assets

Wisdom Financial Group, Inc. 401(k) Plan vs every filed plan by assets

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

$399,980 16th percentile higher than 16% 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

Wisdom Financial Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wisdom Financial Group, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 863930920 · Wisdom Financial Group, Inc. PY 2024 · 401(k)

Wisdom Financial Group, Inc. 401(k) Plan · $400K · 1 · 16th

  • IND $400K
  • IND 1
  • IND 16th
  • IND 401(k)
  • IND near Terravest Equity Inc. 401(k) Profit Sharing Plan
  • IND ind #695

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 Finance & Insurance retirement plans → · Plans in Michigan →

Wisdom Financial Group, Inc. 401(k) Plan in the asset neighbourhood

Wisdom Financial Group, Inc. 401(k) PlanWisdom Financial Group, Inc.…$400KTerravest Equity Inc. 401(k) Profit Sharing PlanTerravest Equity Inc. 401(k)…$400KWilliams Heritage Investments, Inc. 401(k) Profit Sharing PlanWilliams Heritage Investment…$400KDobbs Enterprises Retirement PlanDobbs Enterprises Retirement…$400KJohn W Huang Solo 401(k) Plan$400K
End-of-year total assets ($M) among Wisdom Financial Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$400K
Employer EIN863930920
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisdom Financial Group, Inc.)

Sponsor-wide plan assets over time

All Wisdom Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$400K 0% vs 2022
2024 filing year
$0.4M 202220232024 $0.4M $0.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $400K
2023 1 1 $400K
2024 1 1 $400K

Nearby 401(k) Plans in Michigan

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

Wisdom Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Wisdom Financial Group, Inc. 401(k) Plan, Total assets ($B): 0.00039998 · Participants: 1Wisdom Financial Group, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Wisdom Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Wisdom Financial Group, Inc. 401(k) Plan side-by-side with 3 peers →

Wisdom Financial Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Terravest Equity Inc. 401(k) Profit Sharing Plan in TX ($400K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wisdom Financial Group, Inc. 401(k) Plan assets move in 2024? ▼
Wisdom Financial Group, Inc. 401(k) Plan held essentially flat - up 0.0% during 2024, from $400K to $400K.
How have Wisdom Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisdom Financial Group, Inc.'s sponsor-wide assets grew 0.0%, from $400K to $400K.
Where does Wisdom Financial Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wisdom Financial Group, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wisdom Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terravest Equity Inc. 401(k) Profit Sharing Plan in TX ($400K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wisdom Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 863930920.

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.