ESOP · DOL Form 5500 · 2023

Wheeler Services, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
60
Participants Small participant base
45th
Percentile by assets National rank
$84,358
Avg per participant Below avg balance/head
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Official DOL plan name: Wheeler Services, Inc. Employee Stock Ownership Plan · Sponsored by Wheeler Services, Inc. · Georgia · Construction

$5M in assets, 60 participants

Wheeler Services, Inc.'s Wheeler Services, Inc. Employee Stock Ownership Plan reported $5M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,866 in Construction (9,030 peers)

Wheeler Services, Inc. multi-year trail

Wheeler Services, Inc.'s plans moved +1633.4% in assets from 2022 to 2024; this filing shows Wheeler Services, Inc. Employee Stock Ownership Plan at $5M / 60 participants.

#3,866
in Construction (9,030 peers)
+224.2%
assets growth YoY

Wheeler Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Wheeler Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,061,500 45th percentile higher than 45% of 127,068 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 2023

Wheeler Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Services, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeler Services, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wheeler Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wheeler Services, Inc. Employee Stock Ownership Plan reported participants fell from 64 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582142065 · Wheeler Services, Inc. PY 2023 · ESOP

Wheeler Services, Inc. Employee Stock Ownership Plan · $5M · 60 · 45th

  • EBSA $5M
  • PART 60
  • TYPE 45th
  • NET ESOP
  • BOOK near Progressive Flooring Services, Inc. Employee Stock Ownership Plan
  • VS-ST ind #3866

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 Georgia →

Wheeler Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Foster Electric Company, Inc. Employee Stock Ownership PlanFoster Electric Company, Inc…$5MWheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$5MProgressive Flooring Services, Inc. Employee Stock Ownership PlanProgressive Flooring Service…$5MAlbert Arno, Incorporated Employee Stock Ownership PlanAlbert Arno, Incorporated Em…$5MFargo Glass & Paint Company Employee Stock Ownership PlanFargo Glass & Paint Company …$5M
End-of-year total assets ($M) among Wheeler Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wheeler Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wheeler Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1633.4337112076669% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $1.56M $27.1M ▲ +1634.6%
Year Plans Participants Total Assets
2022 1 64 $2M
2023 1 60 $5M
2024 1 63 $27M

Wheeler Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$13M
Net Income$4M
Employer EIN582142065
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Wheeler Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.0615 · Participants: 60Wheeler Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Wheeler Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wheeler Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Progressive Flooring Services, Inc. Employee Stock Ownership Plan in OH ($5M); by covered participants it is Euro Pharma, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wheeler Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Wheeler Services, Inc. Employee Stock Ownership Plan surged - up 224.2% during 2023, from $2M to $5M. Reported net income was $4M.
How have Wheeler Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Services, Inc.'s sponsor-wide assets grew 1633.4%, from $2M to $27M.
Which ESOP plans are similar in size to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Progressive Flooring Services, Inc. Employee Stock Ownership Plan in OH ($5M, 41 participants).
Which ESOP plans cover a similar participant headcount to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Euro Pharma, Inc. Employee Stock Ownership Plan in WI (60 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582142065.

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.