The Finway Group
Plan context: The Architect Retirement Pep
EIN 42-1468222 • West Des Moines, IA • 70 filings • 35 plans
Current Snapshot
Latest Year
2024
2024 Participants
6,239
2024 Assets
$545,046,834
2024 Contributions
$71,726,337
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 | 34 | 6,239 | $545,046,834 | $71,726,337 | $11,496iApproximate average salary by contribution assumption: employee only about $287,411 at 4% or $191,607 at 6%; with 50% employer match about $191,607 at 4% or $127,738 at 6%; with 100% employer match about $143,706 at 4% or $95,804 at 6%. |
| The Architect Retirement Pep | - | 6,239 | $146,238,189 | $26,675,759 | $4,276iApproximate average salary by contribution assumption: employee only about $106,891 at 4% or $71,261 at 6%; with 50% employer match about $71,261 at 4% or $47,507 at 6%; with 100% employer match about $53,446 at 4% or $35,630 at 6%. |
| The Dentists' Guild Retirement Program Pep | - | 583 | $132,196,379 | $7,003,814 | $12,013iApproximate average salary by contribution assumption: employee only about $300,335 at 4% or $200,223 at 6%; with 50% employer match about $200,223 at 4% or $133,482 at 6%; with 100% employer match about $150,168 at 4% or $100,112 at 6%. |
| The Artisan 401(K) Pep | - | 425 | $41,236,725 | $2,148,123 | $5,054iApproximate average salary by contribution assumption: employee only about $126,360 at 4% or $84,240 at 6%; with 50% employer match about $84,240 at 4% or $56,160 at 6%; with 100% employer match about $63,180 at 4% or $42,120 at 6%. |
| Wealthwise Retirement Plan Pep | - | 378 | $35,127,381 | $1,054,602 | $2,790iApproximate average salary by contribution assumption: employee only about $69,749 at 4% or $46,499 at 6%; with 50% employer match about $46,499 at 4% or $30,999 at 6%; with 100% employer match about $34,874 at 4% or $23,250 at 6%. |
| Proretire Savings Plan | - | 557 | $34,742,946 | $6,349,950 | $11,400iApproximate average salary by contribution assumption: employee only about $285,007 at 4% or $190,004 at 6%; with 50% employer match about $190,004 at 4% or $126,670 at 6%; with 100% employer match about $142,503 at 4% or $95,002 at 6%. |
| Mai Epic Retirement Plan | - | 1,874 | $30,681,901 | $7,043,100 | $3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%. |
| Higginbotham Pep | - | 2,481 | $24,838,613 | $7,961,735 | $3,209iApproximate average salary by contribution assumption: employee only about $80,227 at 4% or $53,485 at 6%; with 50% employer match about $53,485 at 4% or $35,656 at 6%; with 100% employer match about $40,114 at 4% or $26,742 at 6%. |
| Vista Plan Pep | - | 430 | $23,897,249 | $3,211,970 | $7,470iApproximate average salary by contribution assumption: employee only about $186,742 at 4% or $124,495 at 6%; with 50% employer match about $124,495 at 4% or $82,997 at 6%; with 100% employer match about $93,371 at 4% or $62,247 at 6%. |
| Mypath to Retire 401(K) Plan | - | 772 | $20,324,389 | $2,855,274 | $3,699iApproximate average salary by contribution assumption: employee only about $92,464 at 4% or $61,642 at 6%; with 50% employer match about $61,642 at 4% or $41,095 at 6%; with 100% employer match about $46,232 at 4% or $30,821 at 6%. |
| Tfp Retirement Pep | - | 182 | $15,801,532 | $1,920,744 | $10,554iApproximate average salary by contribution assumption: employee only about $263,838 at 4% or $175,892 at 6%; with 50% employer match about $175,892 at 4% or $117,262 at 6%; with 100% employer match about $131,919 at 4% or $87,946 at 6%. |
| Retiremint Pep | - | 868 | $12,637,142 | $3,637,280 | $4,190iApproximate average salary by contribution assumption: employee only about $104,760 at 4% or $69,840 at 6%; with 50% employer match about $69,840 at 4% or $46,560 at 6%; with 100% employer match about $52,380 at 4% or $34,920 at 6%. |
| The 401(K) Maneuver Pooled Employer Plan | - | 131 | $9,816,720 | $707,244 | $5,399iApproximate average salary by contribution assumption: employee only about $134,970 at 4% or $89,980 at 6%; with 50% employer match about $89,980 at 4% or $59,987 at 6%; with 100% employer match about $67,485 at 4% or $44,990 at 6%. |
| Fiduciary Freedom Retirement Plan | - | 479 | $5,939,661 | $108,424 | $226iApproximate average salary by contribution assumption: employee only about $5,659 at 4% or $3,773 at 6%; with 50% employer match about $3,773 at 4% or $2,515 at 6%; with 100% employer match about $2,829 at 4% or $1,886 at 6%. |
| Woodruff Sawyer Pep | - | 19 | $4,461,757 | $131,971 | $6,946iApproximate average salary by contribution assumption: employee only about $173,646 at 4% or $115,764 at 6%; with 50% employer match about $115,764 at 4% or $77,176 at 6%; with 100% employer match about $86,823 at 4% or $57,882 at 6%. |
| The Prairie Plans Retirement Pep | - | 33 | $2,377,341 | $148,601 | $4,503iApproximate average salary by contribution assumption: employee only about $112,577 at 4% or $75,051 at 6%; with 50% employer match about $75,051 at 4% or $50,034 at 6%; with 100% employer match about $56,288 at 4% or $37,526 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 27 | $1,282,709 | $370,436 | $13,720iApproximate average salary by contribution assumption: employee only about $342,996 at 4% or $228,664 at 6%; with 50% employer match about $228,664 at 4% or $152,443 at 6%; with 100% employer match about $171,498 at 4% or $114,332 at 6%. |
| Apollon Dynamic Risk Managed Pep | - | 77 | $1,210,306 | - | - |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 8 | $1,207,626 | $200,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| The Blueprint 401(K) | - | 24 | $947,579 | $116,621 | $4,859iApproximate average salary by contribution assumption: employee only about $121,480 at 4% or $80,987 at 6%; with 50% employer match about $80,987 at 4% or $53,991 at 6%; with 100% employer match about $60,740 at 4% or $40,493 at 6%. |
| The Lineup, a Retirement Savings Plan | - | 29 | $80,689 | $80,689 | $2,782iApproximate average salary by contribution assumption: employee only about $69,559 at 4% or $46,373 at 6%; with 50% employer match about $46,373 at 4% or $30,915 at 6%; with 100% employer match about $34,780 at 4% or $23,186 at 6%. |
| Bright Future 403(B) Pep | - | 0 | - | - | - |
| Commerce Street Capital Pep | - | 0 | - | - | - |
| Prg Retirement Plan Pep | - | 0 | - | - | - |
| The 401(K) Advantage Pep | - | 0 | - | - | - |
| Hogan Financial Group Pooled Employer Retirement Plan | - | 0 | - | - | - |
| Bright Future 401(K) Pep | - | 0 | - | - | - |
| Secure Your Future 401(K) | - | 0 | - | - | - |
| Secure Your Future 403(B) | - | 0 | - | - | - |
| 401(K) Retirement Savings Plan | - | 0 | - | - | - |
| Plantogether Pep | - | 0 | - | - | - |
| Retirement Builders Pooled Employer Plan | - | 0 | - | - | - |
| The Accelerated Retirement Advantage Pep | - | 0 | - | - | - |
| Cerity Partners Retirement Pep | - | 0 | - | - | - |
| Rockefeller 401(K) Pooled Employer Plan | - | 0 | - | - | - |
| 2023 | 17 | 2,606 | $141,092,905 | $17,830,784 | $6,842iApproximate average salary by contribution assumption: employee only about $171,055 at 4% or $114,037 at 6%; with 50% employer match about $114,037 at 4% or $76,024 at 6%; with 100% employer match about $85,528 at 4% or $57,018 at 6%. |
| The Architect Retirement Pep | - | 2,408 | $38,147,120 | $9,706,448 | $4,031iApproximate average salary by contribution assumption: employee only about $100,773 at 4% or $67,182 at 6%; with 50% employer match about $67,182 at 4% or $44,788 at 6%; with 100% employer match about $50,386 at 4% or $33,591 at 6%. |
| Proretire Savings Plan | - | 560 | $27,256,003 | $2,445,239 | $4,366iApproximate average salary by contribution assumption: employee only about $109,162 at 4% or $72,775 at 6%; with 50% employer match about $72,775 at 4% or $48,517 at 6%; with 100% employer match about $54,581 at 4% or $36,387 at 6%. |
| Higginbotham Pep | - | 2,606 | $16,514,756 | $3,084,694 | $1,184iApproximate average salary by contribution assumption: employee only about $29,592 at 4% or $19,728 at 6%; with 50% employer match about $19,728 at 4% or $13,152 at 6%; with 100% employer match about $14,796 at 4% or $9,864 at 6%. |
| Mypath to Retire 401(K) Plan | - | 478 | $13,644,262 | $714,400 | $1,495iApproximate average salary by contribution assumption: employee only about $37,364 at 4% or $24,909 at 6%; with 50% employer match about $24,909 at 4% or $16,606 at 6%; with 100% employer match about $18,682 at 4% or $12,455 at 6%. |
| Tfp Retirement Pep | - | 159 | $12,690,803 | $863,399 | $5,430iApproximate average salary by contribution assumption: employee only about $135,755 at 4% or $90,503 at 6%; with 50% employer match about $90,503 at 4% or $60,335 at 6%; with 100% employer match about $67,877 at 4% or $45,252 at 6%. |
| Vista Plan Pep | - | 168 | $11,131,634 | $112,057 | $667iApproximate average salary by contribution assumption: employee only about $16,675 at 4% or $11,117 at 6%; with 50% employer match about $11,117 at 4% or $7,411 at 6%; with 100% employer match about $8,338 at 4% or $5,558 at 6%. |
| Retiremint Pep | - | 726 | $9,785,303 | $373,206 | $514iApproximate average salary by contribution assumption: employee only about $12,851 at 4% or $8,568 at 6%; with 50% employer match about $8,568 at 4% or $5,712 at 6%; with 100% employer match about $6,426 at 4% or $4,284 at 6%. |
| The 401(K) Maneuver Pooled Employer Plan | - | 90 | $5,618,268 | $143,070 | $1,590iApproximate average salary by contribution assumption: employee only about $39,742 at 4% or $26,494 at 6%; with 50% employer match about $26,494 at 4% or $17,663 at 6%; with 100% employer match about $19,871 at 4% or $13,247 at 6%. |
| Mai Epic Retirement Plan | - | 68 | $4,475,061 | $61,305 | $902iApproximate average salary by contribution assumption: employee only about $22,539 at 4% or $15,026 at 6%; with 50% employer match about $15,026 at 4% or $10,017 at 6%; with 100% employer match about $11,269 at 4% or $7,513 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 15 | $962,897 | $185,087 | $12,339iApproximate average salary by contribution assumption: employee only about $308,478 at 4% or $205,652 at 6%; with 50% employer match about $205,652 at 4% or $137,101 at 6%; with 100% employer match about $154,239 at 4% or $102,826 at 6%. |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 10 | $866,798 | $141,879 | $14,188iApproximate average salary by contribution assumption: employee only about $354,698 at 4% or $236,465 at 6%; with 50% employer match about $236,465 at 4% or $157,643 at 6%; with 100% employer match about $177,349 at 4% or $118,233 at 6%. |
| Woodruff Sawyer Pep | - | 0 | - | - | - |
| The Artisan 401(K) Pep | - | 0 | - | - | - |
| Fiduciary Freedom Retirement Plan | - | 0 | - | - | - |
| The Blueprint 401(K) | - | 0 | - | - | - |
| Wealthwise Retirement Plan Pep | - | 0 | - | - | - |
| Commerce Street Capital Pep | - | 0 | - | - | - |
| 2022 | 6 | 58 | $1,371,300 | $430,044 | $7,415iApproximate average salary by contribution assumption: employee only about $185,364 at 4% or $123,576 at 6%; with 50% employer match about $123,576 at 4% or $82,384 at 6%; with 100% employer match about $92,682 at 4% or $61,788 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 14 | $710,219 | $186,719 | $13,337iApproximate average salary by contribution assumption: employee only about $333,427 at 4% or $222,285 at 6%; with 50% employer match about $222,285 at 4% or $148,190 at 6%; with 100% employer match about $166,713 at 4% or $111,142 at 6%. |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 9 | $601,561 | $184,197 | $20,466iApproximate average salary by contribution assumption: employee only about $511,658 at 4% or $341,106 at 6%; with 50% employer match about $341,106 at 4% or $227,404 at 6%; with 100% employer match about $255,829 at 4% or $170,553 at 6%. |
| The Architect Retirement Pep | - | 58 | $59,520 | $59,128 | $1,019iApproximate average salary by contribution assumption: employee only about $25,486 at 4% or $16,991 at 6%; with 50% employer match about $16,991 at 4% or $11,327 at 6%; with 100% employer match about $12,743 at 4% or $8,495 at 6%. |
| Proretire Savings Plan | - | 0 | - | - | - |
| Retiremint Pep | - | 0 | - | - | - |
| Higginbotham Pep | - | 0 | - | - | - |
| 2021 | 2 | 11 | $1,209,278 | $275,651 | $25,059iApproximate average salary by contribution assumption: employee only about $626,480 at 4% or $417,653 at 6%; with 50% employer match about $417,653 at 4% or $278,435 at 6%; with 100% employer match about $313,240 at 4% or $208,827 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 11 | $699,524 | $132,058 | $12,005iApproximate average salary by contribution assumption: employee only about $300,132 at 4% or $200,088 at 6%; with 50% employer match about $200,088 at 4% or $133,392 at 6%; with 100% employer match about $150,066 at 4% or $100,044 at 6%. |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 6 | $509,754 | $143,593 | $23,932iApproximate average salary by contribution assumption: employee only about $598,304 at 4% or $398,869 at 6%; with 50% employer match about $398,869 at 4% or $265,913 at 6%; with 100% employer match about $299,152 at 4% or $199,435 at 6%. |
| 2020 | 2 | 8 | $807,706 | $265,324 | $33,166iApproximate average salary by contribution assumption: employee only about $829,138 at 4% or $552,758 at 6%; with 50% employer match about $552,758 at 4% or $368,506 at 6%; with 100% employer match about $414,569 at 4% or $276,379 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 8 | $502,791 | $112,831 | $14,104iApproximate average salary by contribution assumption: employee only about $352,597 at 4% or $235,065 at 6%; with 50% employer match about $235,065 at 4% or $156,710 at 6%; with 100% employer match about $176,298 at 4% or $117,532 at 6%. |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 7 | $304,915 | $152,493 | $21,785iApproximate average salary by contribution assumption: employee only about $544,618 at 4% or $363,079 at 6%; with 50% employer match about $363,079 at 4% or $242,052 at 6%; with 100% employer match about $272,309 at 4% or $181,539 at 6%. |
| 2019 | 2 | 9 | $588,161 | $233,007 | $25,890iApproximate average salary by contribution assumption: employee only about $647,242 at 4% or $431,494 at 6%; with 50% employer match about $431,494 at 4% or $287,663 at 6%; with 100% employer match about $323,621 at 4% or $215,747 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 9 | $455,295 | $100,141 | $11,127iApproximate average salary by contribution assumption: employee only about $278,169 at 4% or $185,446 at 6%; with 50% employer match about $185,446 at 4% or $123,631 at 6%; with 100% employer match about $139,085 at 4% or $92,723 at 6%. |
| THE FINWAY GROUP, LLC CASH BALANCE PLAN | - | 5 | $132,866 | $132,866 | $26,573iApproximate average salary by contribution assumption: employee only about $664,330 at 4% or $442,887 at 6%; with 50% employer match about $442,887 at 4% or $295,258 at 6%; with 100% employer match about $332,165 at 4% or $221,443 at 6%. |
| 2018 | 1 | 6 | $281,908 | $84,306 | $14,051iApproximate average salary by contribution assumption: employee only about $351,275 at 4% or $234,183 at 6%; with 50% employer match about $234,183 at 4% or $156,122 at 6%; with 100% employer match about $175,638 at 4% or $117,092 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 6 | $281,908 | $84,306 | $14,051iApproximate average salary by contribution assumption: employee only about $351,275 at 4% or $234,183 at 6%; with 50% employer match about $234,183 at 4% or $156,122 at 6%; with 100% employer match about $175,638 at 4% or $117,092 at 6%. |
| 2017 | 1 | 7 | $244,149 | $97,144 | $13,878iApproximate average salary by contribution assumption: employee only about $346,943 at 4% or $231,295 at 6%; with 50% employer match about $231,295 at 4% or $154,197 at 6%; with 100% employer match about $173,471 at 4% or $115,648 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 7 | $244,149 | $97,144 | $13,878iApproximate average salary by contribution assumption: employee only about $346,943 at 4% or $231,295 at 6%; with 50% employer match about $231,295 at 4% or $154,197 at 6%; with 100% employer match about $173,471 at 4% or $115,648 at 6%. |
| 2016 | 1 | 4 | $118,148 | $33,987 | $8,497iApproximate average salary by contribution assumption: employee only about $212,419 at 4% or $141,613 at 6%; with 50% employer match about $141,613 at 4% or $94,408 at 6%; with 100% employer match about $106,209 at 4% or $70,806 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 4 | $118,148 | $33,987 | $8,497iApproximate average salary by contribution assumption: employee only about $212,419 at 4% or $141,613 at 6%; with 50% employer match about $141,613 at 4% or $94,408 at 6%; with 100% employer match about $106,209 at 4% or $70,806 at 6%. |
| 2015 | 1 | 4 | $85,957 | $63,796 | $15,949iApproximate average salary by contribution assumption: employee only about $398,725 at 4% or $265,817 at 6%; with 50% employer match about $265,817 at 4% or $177,211 at 6%; with 100% employer match about $199,363 at 4% or $132,908 at 6%. |
| THE ARCHITECT 401(K) PLAN - THE FINWAY GROUP | - | 4 | $85,957 | $63,796 | $15,949iApproximate average salary by contribution assumption: employee only about $398,725 at 4% or $265,817 at 6%; with 50% employer match about $265,817 at 4% or $177,211 at 6%; with 100% employer match about $199,363 at 4% or $132,908 at 6%. |
| 2014 | 1 | 4 | $21,801 | $12,820 | $3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%. |
| THE ARCHITECT 401(K) MEP | - | 4 | $21,801 | $12,820 | $3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%. |
| 2013 | 1 | 1 | $7,958 | $7,648 | $7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%. |
| THE ARCHITECT 401(K) MEP | - | 1 | $7,958 | $7,648 | $7,648iApproximate average salary by contribution assumption: employee only about $191,200 at 4% or $127,467 at 6%; with 50% employer match about $127,467 at 4% or $84,978 at 6%; with 100% employer match about $95,600 at 4% or $63,733 at 6%. |
| 2012 | 1 | 2 | $4,307 | $4,275 | $2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%. |
| THE ARCHITECT 401(K) MEP | - | 2 | $4,307 | $4,275 | $2,138iApproximate average salary by contribution assumption: employee only about $53,438 at 4% or $35,625 at 6%; with 50% employer match about $35,625 at 4% or $23,750 at 6%; with 100% employer match about $26,719 at 4% or $17,813 at 6%. |