ESOP · DOL Form 5500 · 2022

Wheeler Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
64
Participants Small participant base
30th
Percentile by assets National rank
$24,392
Avg per participant Low balance/head
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Official DOL plan name: Wheeler Services, Inc. Employee Stock Ownership Plan · Sponsored by Wheeler Services, Inc. · Georgia · Construction

$2M in assets, 64 participants

Wheeler Services, Inc.'s Wheeler Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,742 in Construction (9,927 peers)

Wheeler Services, Inc. multi-year trail

Wheeler Services, Inc.'s plans moved +1633.4% in assets from 2022 to 2024; this filing shows Wheeler Services, Inc. Employee Stock Ownership Plan at $2M / 64 participants.

#2,742
in Construction (9,927 peers)
-16.2%
assets change YoY

Wheeler Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Wheeler Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,561,101 30th percentile higher than 30% 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 Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Services, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

DOL schedule card

Filing strip 582142065 · Wheeler Services, Inc. PY 2022 · ESOP

Wheeler Services, Inc. Employee Stock Ownership Plan · $2M · 64 · 30th

  • NET $2M
  • BOOK 64
  • VS-ST 30th
  • BOY ESOP
  • SCH near Tgc Consolidated Employee Stock Ownership Plan
  • EBSA ind #2742

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 What is an ESOP? → · Plans in Georgia →

Wheeler Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$2MTgc Consolidated Employee Stock Ownership PlanTgc Consolidated Employee St…$2MMelink Corporation Employee Stock Ownership PlanMelink Corporation Employee …$2MCity First Bank, National Association Employee Stock Ownership PlanCity First Bank, National As…$2MWest Coast Lighting & Energy, Inc. Employee Stock Ownership PlanWest Coast Lighting & Energy…$2M
End-of-year total assets ($M) among Wheeler Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wheeler Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wheeler Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1633.4337112076669% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $1.56M $27.1M ▲ +1634.6%
Year Plans Participants Total Assets
2022 1 64 $2M
2023 1 60 $5M
2024 1 63 $27M

Wheeler Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$17M
Net Income$1M
Employer EIN582142065
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Wheeler Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.561101 · Participants: 64Wheeler Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Wheeler Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wheeler Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Tgc Consolidated Employee Stock Ownership Plan in AZ ($2M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Wheeler Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wheeler Services, Inc. Employee Stock Ownership Plan declined sharply - down 16.2% during 2022, from $2M to $2M. Reported net income was $1M.
How have Wheeler Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Services, Inc.'s sponsor-wide assets grew 1633.4%, from $2M to $27M.
Which ESOP plans are similar in size to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tgc Consolidated Employee Stock Ownership Plan in AZ ($2M, 17 participants).
Which ESOP plans cover a similar participant headcount to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 582142065.

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.