ESOP · DOL Form 5500 · 2022

Midwest Wheel Companies, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
275
Participants Below avg headcount
63rd
Percentile by assets National rank
$33,889
Avg per participant Low balance/head
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Official DOL plan name: Midwest Wheel Companies Employee Stock Ownership Plan · Sponsored by Midwest Wheel Companies, Inc. · Iowa · Wholesale Trade

$9M in assets, 275 participants

Midwest Wheel Companies, Inc.'s Midwest Wheel Companies Employee Stock Ownership Plan reported $9M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,786 in Wholesale Trade (6,843 peers)

Coverage in Iowa

Midwest Wheel Companies Employee Stock Ownership Plan covers 275 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#3,786
in Wholesale Trade (6,843 peers)
+20.4%
assets growth YoY

Midwest Wheel Companies Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Midwest Wheel Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$9,319,414 Top 37% higher than 63% 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

Midwest Wheel Companies Employee Stock Ownership 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. Midwest Wheel Companies Employee Stock Ownership Plan sits mid-pack in the medium band (275 participants).

DOL schedule card

Filing strip 420842439 · Midwest Wheel Companies, Inc. PY 2022 · ESOP

Midwest Wheel Companies Employee Stock Ownership Plan · $9M · 275 · 63rd

  • PHOTO $9M
  • IND 275
  • EOY 63rd
  • 5500 ESOP
  • ASSETS near Happy Harry's Holdings, Inc. Employee Stock Ownership Plan
  • PCT ind #3786

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 What is an ESOP? → · Plans in Iowa →

Midwest Wheel Companies Employee Stock Ownership Plan in the asset neighbourhood

Hdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$9MMidwest Wheel Companies Employee Stock Ownership PlanMidwest Wheel Companies Empl…$9MHappy Harry's Holdings, Inc. Employee Stock Ownership PlanHappy Harry's Holdings, Inc.…$9MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$9MMartin ESOP$9M
End-of-year total assets ($M) among Midwest Wheel Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN420842439
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Wheel Companies, Inc.)

Sponsor-wide plan assets over time

All Midwest Wheel Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.6405152514962% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.3M $27.2M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 526 $20M
2023 2 562 $25M
2024 2 594 $27M

Nearby ESOP Plans in Iowa

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

Midwest Wheel Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Midwest Wheel Companies Employee Stock Ownership Plan, Total assets ($M): 9.319414 · Participants: 275Midwest Wheel Companies Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Midwest Wheel Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Midwest Wheel Companies Employee Stock Ownership Plan side-by-side with 3 peers →

Midwest Wheel Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in ND ($9M); by covered participants it is National Spinning Co., Inc. Employee Stock Ownership Plan in NC (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Midwest Wheel Companies Employee Stock Ownership Plan assets move in 2022? ▼
Midwest Wheel Companies Employee Stock Ownership Plan grew sharply - up 20.4% during 2022, from $8M to $9M. Reported net income was $2M.
How have Midwest Wheel Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Wheel Companies, Inc.'s sponsor-wide assets grew 33.6%, from $20M to $27M.
Which ESOP plans are similar in size to Midwest Wheel Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in ND ($9M, 53 participants).
Which ESOP plans cover a similar participant headcount to Midwest Wheel Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Spinning Co., Inc. Employee Stock Ownership Plan in NC (275 participants, $3M 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 420842439.

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.