Profit Sharing · DOL Form 5500 · 2022
Wheeler Technologies, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $399,219
- Avg per participant High balance/head
Official DOL plan name: Wheeler Technologies, Inc. Profit Sharing Plan · Sponsored by Wheeler Technologies, Inc. · Indiana · Wholesale Trade
$3M in assets, 7 participants
Wheeler Technologies, Inc.'s Wheeler Technologies, Inc. Profit Sharing Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #1,804 in Wholesale Trade (6,843 peers)
2022 asset change
Wheeler Technologies, Inc. Profit Sharing Plan pulled back noticeably 10.8% in 2022 ($3M → $3M) for 7 participants.
- #1,804
- in Wholesale Trade (6,843 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wheeler Technologies, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Wheeler Technologies, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,794,531 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wheeler Technologies, 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 Technologies, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 352042750 · Wheeler Technologies, Inc. PY 2022 · Profit Sharing
Wheeler Technologies, Inc. Profit Sharing Plan · $3M · 7 · 39th
- EOY $3M
- EOY 7
- EOY 39th
- EOY Profit Sharing
- EOY near William J. Chambers, M.D. PC Profit Sharing Plan
- EOY ind #1804
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 Wholesale Trade retirement plans → · Plans in Indiana →
Wheeler Technologies, Inc. Profit Sharing Plan in the asset neighbourhood
Wheeler Technologies, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Wheeler Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$340K |
| Employer EIN | 352042750 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.1B · 9,221
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Cfni Retirement Plan $173M · 6,104
- Bricklayers of Indiana Retirement Plan $146M · 1,064
Wheeler Technologies, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is William J. Chambers, M.D. PC Profit Sharing Plan in NY ($3M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.