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
PlainRetire home → About this data RSS: change history

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

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 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

Wheeler Consolidated, Inc. Profit Sharing and Savings PlanWheeler Consolidated, Inc. P…$13MCommunity Bancshares 401(k) PlanCommunity Bancshares 401(k) …$13MHighlight Technologies Inc 401(k) PlanHighlight Technologies Inc 4…$13MBerglund Management Group, Inc. 401(k) PlanBerglund Management Group, I…$13MKuna Meat Company, Inc. 401(k) Profit Sharing PlanKuna Meat Company, Inc. 401(…$13M
End-of-year total assets ($M) among Wheeler Consolidated, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN421256560
Plan Effective Date1996-01-01
Filing StatusFILING 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
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.9M ▲ +42.3%
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.

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Wheeler Consolidated, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.013298533 · Participants: 109Wheeler Consolidated, Inc. Profit Sharing and Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Consolidated, Inc. Profit Sharing and Savings Plan assets move in 2022?
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan declined sharply - down 21.8% during 2022, from $17M to $13M. Reported net income was -$4M.
How have Wheeler Consolidated, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wheeler Consolidated, Inc.'s sponsor-wide assets grew 42.4%, from $13M to $19M.
Which 401(k) plans are similar in size to Wheeler Consolidated, Inc. Profit Sharing and Savings Plan?
Among 401(k) plans in other states, the closest by assets is Community Bancshares 401(k) Plan in KS ($13M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Consolidated, Inc. Profit Sharing and Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A in assets).