THE WISE COMPANY, INC. 5535 PLEASANT VIEW
Plan context: The Wise Company Inc.
EIN 20-3222618 • 44 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
180
2024 Assets
$4,494,289
2024 Contributions
$631,574
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 180 | $4,494,289 | $631,574 | $3,509iApproximate average salary by contribution assumption: employee only about $87,719 at 4% or $58,479 at 6%; with 50% employer match about $58,479 at 4% or $38,986 at 6%; with 100% employer match about $43,859 at 4% or $29,240 at 6%. |
| The Wise Company Inc. | - | 180 | $4,494,289 | $631,574 | $3,509iApproximate average salary by contribution assumption: employee only about $87,719 at 4% or $58,479 at 6%; with 50% employer match about $58,479 at 4% or $38,986 at 6%; with 100% employer match about $43,859 at 4% or $29,240 at 6%. |
| 2023 | 2 | 235 | $4,268,142 | $551,698 | $2,348iApproximate average salary by contribution assumption: employee only about $58,691 at 4% or $39,128 at 6%; with 50% employer match about $39,128 at 4% or $26,085 at 6%; with 100% employer match about $29,346 at 4% or $19,564 at 6%. |
| The Wise Company Inc. | - | 235 | $4,268,142 | $551,698 | $2,348iApproximate average salary by contribution assumption: employee only about $58,691 at 4% or $39,128 at 6%; with 50% employer match about $39,128 at 4% or $26,085 at 6%; with 100% employer match about $29,346 at 4% or $19,564 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 195 | - | - | - |
| 2022 | 3 | 180 | $4,341,991 | $397,529 | $2,208iApproximate average salary by contribution assumption: employee only about $55,212 at 4% or $36,808 at 6%; with 50% employer match about $36,808 at 4% or $24,539 at 6%; with 100% employer match about $27,606 at 4% or $18,404 at 6%. |
| The Wise Company Inc. | - | 145 | $4,341,991 | $397,529 | $2,742iApproximate average salary by contribution assumption: employee only about $68,539 at 4% or $45,693 at 6%; with 50% employer match about $45,693 at 4% or $30,462 at 6%; with 100% employer match about $34,270 at 4% or $22,846 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 162 | - | - | - |
| Wise Company Inc. Life and Health Plan | - | 180 | - | - | - |
| 2021 | 2 | 172 | $4,797,379 | $357,620 | $2,079iApproximate average salary by contribution assumption: employee only about $51,980 at 4% or $34,653 at 6%; with 50% employer match about $34,653 at 4% or $23,102 at 6%; with 100% employer match about $25,990 at 4% or $17,327 at 6%. |
| The Wise Company Inc. | - | 146 | $4,797,379 | $357,620 | $2,449iApproximate average salary by contribution assumption: employee only about $61,236 at 4% or $40,824 at 6%; with 50% employer match about $40,824 at 4% or $27,216 at 6%; with 100% employer match about $30,618 at 4% or $20,412 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 172 | - | - | - |
| 2020 | 2 | 172 | $4,429,856 | $268,580 | $1,562iApproximate average salary by contribution assumption: employee only about $39,038 at 4% or $26,025 at 6%; with 50% employer match about $26,025 at 4% or $17,350 at 6%; with 100% employer match about $19,519 at 4% or $13,013 at 6%. |
| The Wise Company Inc. | - | 159 | $4,429,856 | $268,580 | $1,689iApproximate average salary by contribution assumption: employee only about $42,230 at 4% or $28,153 at 6%; with 50% employer match about $28,153 at 4% or $18,769 at 6%; with 100% employer match about $21,115 at 4% or $14,077 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 172 | - | - | - |
| 2019 | 2 | 168 | $4,128,162 | $396,658 | $2,361iApproximate average salary by contribution assumption: employee only about $59,026 at 4% or $39,351 at 6%; with 50% employer match about $39,351 at 4% or $26,234 at 6%; with 100% employer match about $29,513 at 4% or $19,675 at 6%. |
| The Wise Company Inc. | - | 168 | $4,128,162 | $396,658 | $2,361iApproximate average salary by contribution assumption: employee only about $59,026 at 4% or $39,351 at 6%; with 50% employer match about $39,351 at 4% or $26,234 at 6%; with 100% employer match about $29,513 at 4% or $19,675 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 162 | - | - | - |
| 2018 | 2 | 198 | $3,509,560 | $405,701 | $2,049iApproximate average salary by contribution assumption: employee only about $51,225 at 4% or $34,150 at 6%; with 50% employer match about $34,150 at 4% or $22,767 at 6%; with 100% employer match about $25,612 at 4% or $17,075 at 6%. |
| The Wise Company Inc. | - | 166 | $3,509,560 | $405,701 | $2,444iApproximate average salary by contribution assumption: employee only about $61,100 at 4% or $40,733 at 6%; with 50% employer match about $40,733 at 4% or $27,155 at 6%; with 100% employer match about $30,550 at 4% or $20,367 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 198 | - | - | - |
| 2017 | 2 | 158 | $3,797,472 | $414,984 | $2,626iApproximate average salary by contribution assumption: employee only about $65,662 at 4% or $43,775 at 6%; with 50% employer match about $43,775 at 4% or $29,183 at 6%; with 100% employer match about $32,831 at 4% or $21,887 at 6%. |
| The Wise Company Inc. | - | 158 | $3,797,472 | $414,984 | $2,626iApproximate average salary by contribution assumption: employee only about $65,662 at 4% or $43,775 at 6%; with 50% employer match about $43,775 at 4% or $29,183 at 6%; with 100% employer match about $32,831 at 4% or $21,887 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 143 | - | - | - |
| 2016 | 2 | 181 | $3,529,359 | $613,401 | $3,389iApproximate average salary by contribution assumption: employee only about $84,724 at 4% or $56,483 at 6%; with 50% employer match about $56,483 at 4% or $37,655 at 6%; with 100% employer match about $42,362 at 4% or $28,241 at 6%. |
| The Wise Company Inc. | - | 181 | $3,529,359 | $613,401 | $3,389iApproximate average salary by contribution assumption: employee only about $84,724 at 4% or $56,483 at 6%; with 50% employer match about $56,483 at 4% or $37,655 at 6%; with 100% employer match about $42,362 at 4% or $28,241 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 167 | - | - | - |
| 2015 | 2 | 166 | $2,896,159 | $421,703 | $2,540iApproximate average salary by contribution assumption: employee only about $63,509 at 4% or $42,340 at 6%; with 50% employer match about $42,340 at 4% or $28,226 at 6%; with 100% employer match about $31,755 at 4% or $21,170 at 6%. |
| The Wise Company Inc. | - | 166 | $2,896,159 | $421,703 | $2,540iApproximate average salary by contribution assumption: employee only about $63,509 at 4% or $42,340 at 6%; with 50% employer match about $42,340 at 4% or $28,226 at 6%; with 100% employer match about $31,755 at 4% or $21,170 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 130 | - | - | - |
| 2014 | 2 | 163 | $2,718,007 | $353,476 | $2,169iApproximate average salary by contribution assumption: employee only about $54,214 at 4% or $36,143 at 6%; with 50% employer match about $36,143 at 4% or $24,095 at 6%; with 100% employer match about $27,107 at 4% or $18,071 at 6%. |
| The Wise Company Inc. | - | 163 | $2,718,007 | $353,476 | $2,169iApproximate average salary by contribution assumption: employee only about $54,214 at 4% or $36,143 at 6%; with 50% employer match about $36,143 at 4% or $24,095 at 6%; with 100% employer match about $27,107 at 4% or $18,071 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 114 | - | - | - |
| 2013 | 2 | 154 | $2,423,835 | $294,068 | $1,910iApproximate average salary by contribution assumption: employee only about $47,738 at 4% or $31,826 at 6%; with 50% employer match about $31,826 at 4% or $21,217 at 6%; with 100% employer match about $23,869 at 4% or $15,913 at 6%. |
| The Wise Company Inc. | - | 154 | $2,423,835 | $294,068 | $1,910iApproximate average salary by contribution assumption: employee only about $47,738 at 4% or $31,826 at 6%; with 50% employer match about $31,826 at 4% or $21,217 at 6%; with 100% employer match about $23,869 at 4% or $15,913 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 103 | - | - | - |
| 2012 | 2 | 229 | $1,960,142 | $355,189 | $1,551iApproximate average salary by contribution assumption: employee only about $38,776 at 4% or $25,851 at 6%; with 50% employer match about $25,851 at 4% or $17,234 at 6%; with 100% employer match about $19,388 at 4% or $12,925 at 6%. |
| The Wise Company Inc. | - | 150 | $1,960,142 | $355,189 | $2,368iApproximate average salary by contribution assumption: employee only about $59,198 at 4% or $39,465 at 6%; with 50% employer match about $39,465 at 4% or $26,310 at 6%; with 100% employer match about $29,599 at 4% or $19,733 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 229 | - | - | - |
| 2011 | 3 | 229 | $1,724,908 | $294,440 | $1,286iApproximate average salary by contribution assumption: employee only about $32,144 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,072 at 4% or $10,715 at 6%. |
| The Wise Company Inc. | - | 129 | $1,724,908 | $294,440 | $2,282iApproximate average salary by contribution assumption: employee only about $57,062 at 4% or $38,041 at 6%; with 50% employer match about $38,041 at 4% or $25,361 at 6%; with 100% employer match about $28,531 at 4% or $19,021 at 6%. |
| Wise Company Inc. Life and Health Plan | - | 229 | - | - | - |
| Wise Company Inc. Life and Health Plan | - | 229 | - | - | - |
| 2010 | 1 | 176 | $1,741,917 | $169,693 | $964iApproximate average salary by contribution assumption: employee only about $24,104 at 4% or $16,069 at 6%; with 50% employer match about $16,069 at 4% or $10,713 at 6%; with 100% employer match about $12,052 at 4% or $8,035 at 6%. |
| The Wise Company Inc. | - | 176 | $1,741,917 | $169,693 | $964iApproximate average salary by contribution assumption: employee only about $24,104 at 4% or $16,069 at 6%; with 50% employer match about $16,069 at 4% or $10,713 at 6%; with 100% employer match about $12,052 at 4% or $8,035 at 6%. |
| 2009 | 2 | 194 | $1,885,211 | $151,791 | $782iApproximate average salary by contribution assumption: employee only about $19,561 at 4% or $13,040 at 6%; with 50% employer match about $13,040 at 4% or $8,694 at 6%; with 100% employer match about $9,780 at 4% or $6,520 at 6%. |
| The Wise Company Inc. | - | 194 | $1,885,211 | $151,791 | $782iApproximate average salary by contribution assumption: employee only about $19,561 at 4% or $13,040 at 6%; with 50% employer match about $13,040 at 4% or $8,694 at 6%; with 100% employer match about $9,780 at 4% or $6,520 at 6%. |
| Wise Company Inc. Life and Health Plan | - | - | - | - | - |
| 2008 | 3 | 270 | $1,760,475 | $324,348 | $1,201iApproximate average salary by contribution assumption: employee only about $30,032 at 4% or $20,021 at 6%; with 50% employer match about $20,021 at 4% or $13,348 at 6%; with 100% employer match about $15,016 at 4% or $10,011 at 6%. |
| The Wise Company Inc. | - | 257 | $1,760,475 | $324,348 | $1,262iApproximate average salary by contribution assumption: employee only about $31,551 at 4% or $21,034 at 6%; with 50% employer match about $21,034 at 4% or $14,023 at 6%; with 100% employer match about $15,776 at 4% or $10,517 at 6%. |
| WISE COMPANY INC FLEXIBLE BENEFIT PLAN | - | 85 | - | - | - |
| Wise Company Inc. Life and Health Plan | - | 270 | - | - | - |
| 2007 | 3 | 396 | $2,744,870 | $382,639 | $966iApproximate average salary by contribution assumption: employee only about $24,157 at 4% or $16,104 at 6%; with 50% employer match about $16,104 at 4% or $10,736 at 6%; with 100% employer match about $12,078 at 4% or $8,052 at 6%. |
| The Wise Company Inc. | - | 320 | $2,744,870 | $382,639 | $1,196iApproximate average salary by contribution assumption: employee only about $29,894 at 4% or $19,929 at 6%; with 50% employer match about $19,929 at 4% or $13,286 at 6%; with 100% employer match about $14,947 at 4% or $9,965 at 6%. |
| WISE COMPANY INC FLEXIBLE BENEFIT PLAN | - | 212 | - | - | - |
| Wise Company Inc. Life and Health Plan | - | 396 | - | - | - |
| 2006 | 3 | 436 | $2,501,995 | $182,591 | $419iApproximate average salary by contribution assumption: employee only about $10,470 at 4% or $6,980 at 6%; with 50% employer match about $6,980 at 4% or $4,653 at 6%; with 100% employer match about $5,235 at 4% or $3,490 at 6%. |
| The Wise Company Inc. | - | 329 | $2,501,995 | $182,591 | $555iApproximate average salary by contribution assumption: employee only about $13,875 at 4% or $9,250 at 6%; with 50% employer match about $9,250 at 4% or $6,167 at 6%; with 100% employer match about $6,937 at 4% or $4,625 at 6%. |
| WISE COMPANY INC FLEXIBLE BENEFIT PLAN | - | 242 | - | - | - |
| Wise Company Inc. Life and Health Plan | - | 436 | - | - | - |
| 2005 | 3 | 463 | $0 | $0 | - |
| Wise Company Inc. Life and Health Plan | - | 463 | - | - | - |
| WISE COMPANY INC FLEXIBLE BENEFITS | - | 175 | - | - | - |
| The Wise Company Inc. | - | 335 | - | - | - |