401(k) · DOL Form 5500 · 2022

Wheels Financial Group, LLC Dba Loanmart 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
181
Participants Below avg headcount
45th
Percentile by assets National rank
$21,334
Avg per participant Low balance/head
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Official DOL plan name: Loanmart 401(k) Plan · Sponsored by Wheels Financial Group, LLC Dba Loanmart · California · Finance & Insurance

$4M in assets, 181 participants

Wheels Financial Group, LLC Dba Loanmart's Loanmart 401(k) Plan reported $4M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,874 in Finance & Insurance (9,261 peers)

Coverage in California

Loanmart 401(k) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $4M.

#2,874
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY

The plan reported a net loss of $619K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loanmart 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Loanmart 401(k) Plan vs every filed plan by assets

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

$3,861,538 45th percentile higher than 45% 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

Loanmart 401(k) Plan 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. Loanmart 401(k) Plan sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 954863389 · Wheels Financial Group, LLC Dba Loanmart PY 2022 · 401(k)

Loanmart 401(k) Plan · $4M · 181 · 45th

  • NET $4M
  • BOOK 181
  • VS-ST 45th
  • BOY 401(k)
  • SCH near American Hardwood Industries 401(k) Plan
  • EBSA ind #2874

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 Finance & Insurance retirement plans → · Plans in California →

Loanmart 401(k) Plan in the asset neighbourhood

Loanmart 401(k) Plan$4MAmerican Hardwood Industries 401(k) PlanAmerican Hardwood Industries…$4MErik's Bike Shop, Inc. 401(k) Retirement PlanErik's Bike Shop, Inc. 401(k…$4MLogix Inc 401(k) Profit Sharing Plan & TrustLogix Inc 401(k) Profit Shar…$4MPortmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustPortmeirion Group USA, Inc. …$4M
End-of-year total assets ($M) among Loanmart 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$619K
Employer EIN954863389
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheels Financial Group, LLC Dba Loanmart)

Sponsor-wide plan assets over time

All Wheels Financial Group, LLC Dba Loanmart plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.36012024224545% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.86M $5.38M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 181 $4M
2023 1 171 $4M
2024 1 166 $5M

Nearby 401(k) Plans in California

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

Loanmart 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Loanmart 401(k) Plan, Total assets ($B): 0.003861538 · Participants: 181Loanmart 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Loanmart 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Loanmart 401(k) Plan side-by-side with 3 peers →

Loanmart 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Hardwood Industries 401(k) Plan in VA ($4M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Loanmart 401(k) Plan assets move in 2022? ▼
Loanmart 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $4M to $4M. Reported net income was -$619K.
How have Wheels Financial Group, LLC Dba Loanmart plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheels Financial Group, LLC Dba Loanmart's sponsor-wide assets grew 39.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Loanmart 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Hardwood Industries 401(k) Plan in VA ($4M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Loanmart 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 participants, N/A 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 954863389.

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.