401(k) · DOL Form 5500 · 2022

Wheaton Van Lines, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
132
Participants Small participant base
80th
Percentile by assets National rank
$185,547
Avg per participant Above avg balance/head
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Official DOL plan name: Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan · Sponsored by Wheaton Van Lines, Inc. · Indiana · Transportation & Warehousing

$24M in assets, 132 participants

Wheaton Van Lines, Inc.'s Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan reported $24M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,100 in Transportation & Warehousing (3,876 peers)

Coverage in Indiana

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $24M.

#3,100
in Transportation & Warehousing (3,876 peers)
-22.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan's outsized position by total assets

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs every filed plan by assets

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

$24,492,159 Top 20% higher than 80% 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. & Subsidiaries 401(k) 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. & Subsidiaries 401(k) Plan sits mid-pack in the medium band (132 participants).

Form 5500 schedule snapshot

Filing strip 350795042 · Wheaton Van Lines, Inc. PY 2022 · 401(k)

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan · $24M · 132 · 80th

  • SCH $24M
  • SCH 132
  • SCH 80th
  • SCH 401(k)
  • SCH near Savings Plan of Entergy Corporation and Subsidiaries VII
  • SCH ind #3100

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan in the asset neighbourhood

Wheaton Van Lines, Inc. & Subsidiaries 401(k) PlanWheaton Van Lines, Inc. & Su…$24MSavings Plan of Entergy Corporation and Subsidiaries VIISavings Plan of Entergy Corp…$24MApderm Management LLC 401(k) Profit Sharing PlanApderm Management LLC 401(k)…$24MTrs 401(k) Retirement Plan$24MMaple Island, Inc./F.H. Stoltze 401(k) Savings PlanMaple Island, Inc./F.H. Stol…$24M
End-of-year total assets ($M) among Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN350795042
Plan Effective Date1999-01-01
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 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan, Total assets ($B): 0.024492159 · Participants: 132Wheaton Van Lines, Inc. & Subsidiaries 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan side-by-side with 3 peers →

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Savings Plan of Entergy Corporation and Subsidiaries VII in LA ($24M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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. & Subsidiaries 401(k) Plan assets move in 2022? ▼
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan declined sharply - down 22.8% during 2022, from $32M to $24M. Reported net income was -$7M.
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. & Subsidiaries 401(k) Plan rank by assets among Form 5500 filers? ▼
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan ranks in the 80th 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 401(k) plans are similar in size to Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan of Entergy Corporation and Subsidiaries VII in LA ($24M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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.