401(k) · DOL Form 5500 · 2022
Wheeling Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $844K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $211,059
- Avg per participant Above avg balance/head
Official DOL plan name: Wheeling Investments, Inc. 401(k) Plan · Sponsored by Wheeling Investments, Inc. · Arizona · Retail Trade
$844K in assets, 4 participants
Wheeling Investments, Inc.'s Wheeling Investments, Inc. 401(k) Plan reported $844K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,165 in Retail Trade (9,519 peers)
2022 asset change
Wheeling Investments, Inc. 401(k) Plan grew at a solid clip 13.3% in 2022 ($745K → $844K) for 4 participants.
- #3,165
- in Retail Trade (9,519 peers)
- +13.3%
- assets growth YoY
Wheeling Investments, Inc. 401(k) Plan among the smaller filed plans by assets
Wheeling Investments, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$844,236 23rd percentile higher than 23% 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
Wheeling Investments, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeling Investments, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 834142120 · Wheeling Investments, Inc. PY 2022 · 401(k)
Wheeling Investments, Inc. 401(k) Plan · $844K · 4 · 23rd
- RANK $844K
- RANK 4
- RANK 23rd
- RANK 401(k)
- RANK near Ellsworth Construction 401(k) Retirement Plan
- RANK ind #3165
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 Retail Trade retirement plans → · Plans in Arizona →
Wheeling Investments, Inc. 401(k) Plan in the asset neighbourhood
Wheeling Investments, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Wheeling Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $858K 1.6315343103113347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $844K |
| 2023 | 1 | 4 | $854K |
| 2024 | 1 | 4 | $858K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $745K |
|---|---|
| Net Assets (End of Year) | $844K |
| Net Income | $99K |
| Employer EIN | 834142120 |
| Plan Effective Date | 2019-03-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Wheeling Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ellsworth Construction 401(k) Retirement Plan in OK ($844K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($844K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.