401(k) · DOL Form 5500 · 2022

American Wholesalers Incorporated 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
234
Participants Below avg headcount
57th
Percentile by assets National rank
$29,819
Avg per participant Low balance/head
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Official DOL plan name: American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust · Sponsored by American Wholesalers Incorporated · Indiana · Wholesale Trade

$7M in assets, 234 participants

American Wholesalers Incorporated's American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust reported $7M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,231 in Wholesale Trade (6,843 peers)

Coverage in Indiana

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust covers 234 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#3,231
in Wholesale Trade (6,843 peers)
-14.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$6,977,556 Top 43% higher than 57% 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

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust sits mid-pack in the medium band (234 participants).

Plan-year Form 5500 strip

Filing strip 351052787 · American Wholesalers Incorporated PY 2022 · 401(k)

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust · $7M · 234 · 57th

  • TYPE $7M
  • TYPE 234
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Spt Microtechnologies USA 401(k) Plan
  • TYPE ind #3231

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 →

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

American Wholesalers Incorporated 401(k) Salary Reduction Plan and TrustAmerican Wholesalers Incorpo…$7MSpt Microtechnologies USA 401(k) PlanSpt Microtechnologies USA 40…$7MRoyal Banks of Missouri 401(k) PlanRoyal Banks of Missouri 401(…$7MAllied Oil & Tire Company Profit Sharing Savings PlanAllied Oil & Tire Company Pr…$7MApex Material Handling Corporation 401(k) Plan and TrustApex Material Handling Corpo…$7M
End-of-year total assets ($M) among American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN351052787
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Wholesalers Incorporated)

Sponsor-wide plan assets over time

All American Wholesalers Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.12299034217712% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $6.98M $4.32M ▼ -38.1%
Year Plans Participants Total Assets
2022 1 234 $7M
2023 1 197 $5M
2024 1 44 $4M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.006977556 · Participants: 234American Wholesalers Incorporated 401(k) Salary Reduction Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants

American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Spt Microtechnologies USA 401(k) Plan in CA ($7M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust assets move in 2022?
American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust pulled back noticeably - down 14.4% during 2022, from $8M to $7M. Reported net income was -$1M.
How have American Wholesalers Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), American Wholesalers Incorporated's sponsor-wide assets declined 38.1%, from $7M to $4M.
Which 401(k) plans are similar in size to American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Spt Microtechnologies USA 401(k) Plan in CA ($7M, 71 participants).
Which 401(k) plans cover a similar participant headcount to American Wholesalers Incorporated 401(k) Salary Reduction Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 participants, N/A in assets).