Profit Sharing · DOL Form 5500 · 2022

Wheeler Family Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$31,111
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Wheeler Family Services, Inc. Profit Sharing Plan · Sponsored by Wheeler Family Services, Inc. · Texas · Retail Trade

$62K in assets, 2 participants

Wheeler Family Services, Inc.'s Wheeler Family Services, Inc. Profit Sharing Plan reported $62K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #573 in Retail Trade (9,519 peers)

What the 2022 filing shows

Wheeler Family Services, Inc. Profit Sharing Plan holds $62K for 2 participants - about $31,111 per participant, among the smaller plans by assets on file.

#573
in Retail Trade (9,519 peers)
$62K
reported net income

Wheeler Family Services, Inc. Profit Sharing Plan among the smaller filed plans by assets

Wheeler Family Services, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$62,221 4th percentile higher than 4% of 139,123 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 2022

Wheeler Family Services, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Family Services, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 273645727 · Wheeler Family Services, Inc. PY 2022 · Profit Sharing

Wheeler Family Services, Inc. Profit Sharing Plan · $62K · 2 · 4th

  • EOY $62K
  • 5500 2
  • ASSETS 4th
  • PCT Profit Sharing
  • EIN near Degenhardt & Sons, Inc. Profit Sharing Plan
  • RANK ind #573

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 Retail Trade retirement plans → · Plans in Texas →

Wheeler Family Services, Inc. Profit Sharing Plan in the asset neighbourhood

Wheeler Family Services, Inc. Profit Sharing PlanWheeler Family Services, Inc…$62KDegenhardt & Sons, Inc. Profit Sharing PlanDegenhardt & Sons, Inc. Prof…$62KForconi Diversified, Inc. Retirement PlanForconi Diversified, Inc. Re…$62KRamon Alberto Zequeira Brinsfield Retirement PlanRamon Alberto Zequeira Brins…$62KToto Holdings Inc. Retirement PlanToto Holdings Inc. Retiremen…$62K
End-of-year total assets ($M) among Wheeler Family Services, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$62K
Net Income$62K
Employer EIN273645727
Plan Effective Date2010-10-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wheeler Family Services, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Wheeler Family Services, Inc. Profit Sharing Plan, Total assets ($B): 0.000062221 · Participants: 2Wheeler Family Services, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Wheeler Family Services, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Wheeler Family Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wheeler Family Services, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Degenhardt & Sons, Inc. Profit Sharing Plan in MI ($62K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Wheeler Family Services, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wheeler Family Services, Inc. Profit Sharing Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wheeler Family Services, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Degenhardt & Sons, Inc. Profit Sharing Plan in MI ($62K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Wheeler Family Services, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273645727.

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.