Profit Sharing · DOL Form 5500 · 2022

Institutional Wholesale Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
172
Participants Small participant base
52nd
Percentile by assets National rank
$31,977
Avg per participant Low balance/head
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Official DOL plan name: Institutional Wholesale Company, Inc. Profit Sharing Plan · Sponsored by Institutional Wholesale Company, Inc. · Tennessee · Wholesale Trade

$6M in assets, 172 participants

Institutional Wholesale Company, Inc.'s Institutional Wholesale Company, Inc. Profit Sharing Plan reported $6M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,779 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Institutional Wholesale Company, Inc. Profit Sharing Plan covers 172 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#2,779
in Wholesale Trade (6,843 peers)
-5.8%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institutional Wholesale Company, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Institutional Wholesale Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,500,053 Top 48% higher than 52% 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

Institutional Wholesale Company, Inc. Profit Sharing 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. Institutional Wholesale Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (172 participants).

DOL schedule card

Filing strip 620793519 · Institutional Wholesale Company, Inc. PY 2022 · Profit Sharing

Institutional Wholesale Company, Inc. Profit Sharing Plan · $6M · 172 · 52nd

  • EOY $6M
  • EOY 172
  • EOY 52nd
  • EOY Profit Sharing
  • EOY near John Burns Construction Co of Texas Inc Profit Sharing Plan and Trust
  • EOY ind #2779

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 Tennessee →

Institutional Wholesale Company, Inc. Profit Sharing Plan in the asset neighbourhood

Institutional Wholesale Company, Inc. Profit Sharing PlanInstitutional Wholesale Comp…$6MJohn Burns Construction Co of Texas Inc Profit Sharing Plan and TrustJohn Burns Construction Co o…$5MSouth Atlanta Pulmonary Group Profit Sharing PlanSouth Atlanta Pulmonary Grou…$5MSterling Oil & Chemical Company, Inc. Profit Sharing PlanSterling Oil & Chemical Comp…$5MBest Option Healthcare Puerto Rico, Inc. Retirement PlanBest Option Healthcare Puert…$5M
End-of-year total assets ($M) among Institutional Wholesale Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$338K
Employer EIN620793519
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Wholesale Company, Inc.)

Sponsor-wide plan assets over time

All Institutional Wholesale Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 191 $6M
2024 1 196 N/A

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Institutional Wholesale Company, Inc. Profit Sharing Plan, Total assets ($M): 5.500053 · Participants: 172Institutional Wholesale Company, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Institutional Wholesale Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Institutional Wholesale Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is John Burns Construction Co of Texas Inc Profit Sharing Plan and Trust in TX ($5M); by covered participants it is Enterprise Rent-a-Car Retirement Savings Plan of Puerto Rico in MO (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Institutional Wholesale Company, Inc. Profit Sharing Plan assets move in 2022? ▼
Institutional Wholesale Company, Inc. Profit Sharing Plan pulled back noticeably - down 5.8% during 2022, from $6M to $6M. Reported net income was -$338K.
Which Profit Sharing plans are similar in size to Institutional Wholesale Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John Burns Construction Co of Texas Inc Profit Sharing Plan and Trust in TX ($5M, 87 participants).
Which Profit Sharing plans cover a similar participant headcount to Institutional Wholesale Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Enterprise Rent-a-Car Retirement Savings Plan of Puerto Rico in MO (172 participants, $7M 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 620793519.

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.