ESOP · DOL Form 5500 · 2022

Wheaton Van Lines, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
116
Participants Small participant base
85th
Percentile by assets National rank
$301,917
Avg per participant High balance/head
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Official DOL plan name: Wheaton Van Lines, Inc. Employee Stock Ownership Plan · Sponsored by Wheaton Van Lines, Inc. · Indiana · Transportation & Warehousing

$35M in assets, 116 participants

Wheaton Van Lines, Inc.'s Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported $35M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #3,261 in Transportation & Warehousing (3,876 peers)

Coverage in Indiana

Wheaton Van Lines, Inc. Employee Stock Ownership Plan covers 116 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $35M.

#3,261
in Transportation & Warehousing (3,876 peers)
-10.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Wheaton Van Lines, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,022,425 Top 15% higher than 85% 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

Wheaton Van Lines, Inc. 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. Wheaton Van Lines, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

EBSA filing schedule strip

Filing strip 350795042 · Wheaton Van Lines, Inc. PY 2022 · ESOP

Wheaton Van Lines, Inc. Employee Stock Ownership Plan · $35M · 116 · 85th

  • TYPE $35M
  • NET 116
  • BOOK 85th
  • VS-ST ESOP
  • BOY near Precision Walls, Inc. Employee Stock Ownership Plan
  • SCH ind #3261

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 Indiana →

Wheaton Van Lines, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stoltzfus Trailer Sales, Inc. Profit Sharing PlanStoltzfus Trailer Sales, Inc…$35MPrecision Walls, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employ…$35MWheaton Van Lines, Inc. Employee Stock Ownership PlanWheaton Van Lines, Inc. Empl…$35MViasun Corporation Employee Stock Ownership PlanViasun Corporation Employee …$35MMangan, Inc. Employee Stock Ownership PlanMangan, Inc. Employee Stock …$35M
End-of-year total assets ($M) among Wheaton Van Lines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN350795042
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton Van Lines, Inc.)

Sponsor-wide plan assets over time

All Wheaton Van Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 7.116690927386807% vs 2022
2024 filing year
$54M$56M$58M$60M 202220232024 $59.5M $55.3M ▼ -7.1%
Year Plans Participants Total Assets
2022 2 248 $60M
2023 2 243 $57M
2024 2 222 $55M

Nearby ESOP Plans in Indiana

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

Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Wheaton Van Lines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035022425 · Participants: 116Wheaton Van Lines, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wheaton Van Lines, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wheaton Van Lines, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Precision Walls, Inc. Employee Stock Ownership Plan in NC ($35M); by covered participants it is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Wheaton Van Lines, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Wheaton Van Lines, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.1% during 2022, from $39M to $35M. Reported net income was -$4M.
How have Wheaton Van Lines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheaton Van Lines, Inc.'s sponsor-wide assets declined 7.1%, from $60M to $55M.
Where does Wheaton Van Lines, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wheaton Van Lines, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wheaton Van Lines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Precision Walls, Inc. Employee Stock Ownership Plan in NC ($35M, 1,058 participants).
Which ESOP plans cover a similar participant headcount to Wheaton Van Lines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants, $8M 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 350795042.

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.