Profit Sharing · DOL Form 5500 · 2022

Wheeler Ventures Inc Profit Sharing Plan

Data updated 2026-08-25

$395K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$56,429
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheeler Ventures, Inc. · Sponsored by Wheeler Ventures Inc · Tennessee · Food Services & Accommodation

$395K in assets, 7 participants

Wheeler Ventures Inc's Wheeler Ventures, Inc. reported $395K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,899 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Wheeler Ventures, Inc. ranks #1,899 of 4,592 2022 filers by assets (4953% of the sector average)-$395K for 7 participants.

#1,899
in Food Services & Accommodation (4,592 peers)
+2.6%
assets growth YoY

Wheeler Ventures, Inc. among the smaller filed plans by assets

Wheeler Ventures, Inc. vs every filed plan by assets

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

$395,000 16th percentile higher than 16% 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

Wheeler Ventures, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Ventures, Inc. is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 464524561 · Wheeler Ventures Inc PY 2022 · Profit Sharing

Wheeler Ventures, Inc. · $395K · 7 · 16th

  • EOY $395K
  • EOY 7
  • EOY 16th
  • EOY Profit Sharing
  • EOY near Aditya Limited Partnership Profit Sharing Plan
  • EOY ind #1899

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Wheeler Ventures, Inc. in the asset neighbourhood

Wheeler Ventures, Inc.$395KJoy in a Cone Inc. Retirement PlanJoy in a Cone Inc. Retiremen…$395KAditya Limited Partnership Profit Sharing PlanAditya Limited Partnership P…$395KBellazio Ventures, Inc. Retirement PlanBellazio Ventures, Inc. Reti…$395KThree Oaks Ventures Inc. Retirement PlanThree Oaks Ventures Inc. Ret…$395K
End-of-year total assets ($M) among Wheeler Ventures, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$385K
Net Assets (End of Year)$395K
Net Income$10K
Employer EIN464524561
Plan Effective Date2014-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Ventures Inc)

Sponsor-wide plan assets over time

All Wheeler Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$395K 0% vs 2022
2024 filing year
$0.39M$0.39M$0.4M$0.4M$0.41M 202220232024 $0.4M $0.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $395K
2023 1 5 $385K
2024 1 6 $395K

Nearby Profit Sharing Plans in Tennessee

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

Wheeler Ventures, Inc. vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Wheeler Ventures, Inc., Total assets ($M): 0.395 · Participants: 7Wheeler Ventures, Inc.Ballad 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
Wheeler Ventures, Inc. vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Wheeler Ventures, Inc. side-by-side with 3 peers →

Wheeler Ventures, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Aditya Limited Partnership Profit Sharing Plan in LA ($395K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Wheeler Ventures, Inc. assets move in 2022? ▼
Wheeler Ventures, Inc. edged up modestly - up 2.6% during 2022, from $385K to $395K. Reported net income was $10K.
How have Wheeler Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Ventures Inc's sponsor-wide assets grew 0.0%, from $395K to $395K.
Where does Wheeler Ventures, Inc. rank by assets among Form 5500 filers? ▼
Wheeler Ventures, Inc. ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wheeler Ventures, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Aditya Limited Partnership Profit Sharing Plan in LA ($395K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wheeler Ventures, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 464524561.

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.