401(k) · DOL Form 5500 · 2022
Wheeler Consolidated, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $122,005
- Avg per participant Near avg balance/head
Official DOL plan name: Wheeler Consolidated, Inc. Profit Sharing and Savings Plan · Sponsored by Wheeler Consolidated, Inc. · Minnesota · Wholesale Trade
$13M in assets, 109 participants
Wheeler Consolidated, Inc.'s Wheeler Consolidated, Inc. Profit Sharing and Savings Plan reported $13M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #4,464 in Wholesale Trade (6,843 peers)
Coverage in Minnesota
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan covers 109 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.
- #4,464
- in Wholesale Trade (6,843 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan's outsized position by total assets
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,298,533 Top 30% higher than 70% 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 Consolidated, Inc. Profit Sharing and Savings 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. Wheeler Consolidated, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (109 participants).
DOL schedule card
Filing strip 421256560 · Wheeler Consolidated, Inc. PY 2022 · 401(k)
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan · $13M · 109 · 70th
- SCH $13M
- SCH 109
- SCH 70th
- SCH 401(k)
- SCH near Community Bancshares 401(k) Plan
- SCH ind #4464
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 Minnesota →
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 421256560 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheeler Consolidated, Inc.)
Sponsor-wide plan assets over time
All Wheeler Consolidated, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 42.370688556399415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $13M |
| 2023 | 1 | 118 | $17M |
| 2024 | 1 | 121 | $19M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Community Bancshares 401(k) Plan in KS ($13M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Community Bancshares 401(k) Plan (KS) $13M · 109
- Highlight Technologies Inc 401(k) Plan (VA) $13M · 668
- Berglund Management Group, Inc. 401(k) Plan (VA) $13M · 435
- Kuna Meat Company, Inc. 401(k) Profit Sharing Plan (IL) $13M · 247
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Dyehard Fan Supply 401(k) Profit Sharing Plan (NC) 109 · 0 off
- Careage of Logansport, Inc. 401(k) Plan (IN) 109 · 0 off
- Coastal Industries 401(k) Profit Sharing Plan (FL) 109 · 0 off
- Mob Scene 401(k) Plan (CA) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.