401(k) · DOL Form 5500 · 2023

Monte a. Wheeler, Dds 401(k) Plan

Data updated 2026-08-25

$522K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$104,400
Avg per participant Below avg balance/head
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Official DOL plan name: Monte a. Wheeler, Dds, 401(k) Plan · Sponsored by Monte a. Wheeler, Dds · Arkansas · Healthcare & Social Assistance

$522K in assets, 5 participants

Monte a. Wheeler, Dds's Monte a. Wheeler, Dds, 401(k) Plan reported $522K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,397 in Healthcare & Social Assistance (17,684 peers)

Monte a. Wheeler, Dds multi-year trail

Monte a. Wheeler, Dds's plans moved +15.9% in assets from 2022 to 2023; this filing shows Monte a. Wheeler, Dds, 401(k) Plan at $522K / 5 participants.

#2,397
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY

Monte a. Wheeler, Dds, 401(k) Plan among the smaller filed plans by assets

Monte a. Wheeler, Dds, 401(k) Plan vs every filed plan by assets

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

$521,998 18th percentile higher than 18% 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

Monte a. Wheeler, Dds, 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monte a. Wheeler, Dds, 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monte a. Wheeler, Dds, 401(k) Plan reported net income rose from $4K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Monte a. Wheeler, Dds, 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Monte a. Wheeler, Dds, 401(k) Plan end-of-year assets rose from $450K in the plan year 2022 filing to $522K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710787234 · Monte a. Wheeler, Dds PY 2023 · 401(k)

Monte a. Wheeler, Dds, 401(k) Plan · $522K · 5 · 18th

  • RANK $522K
  • RANK 5
  • RANK 18th
  • RANK 401(k)
  • RANK near Atomic Ranch Company 401(k) Plan
  • RANK ind #2397

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Monte a. Wheeler, Dds, 401(k) Plan in the asset neighbourhood

Monte a. Wheeler, Dds, 401(k) PlanMonte a. Wheeler, Dds, 401(k…$522KAtomic Ranch Company 401(k) PlanAtomic Ranch Company 401(k) …$522KJc Squared Inc 401(k) Plan$522KMarietta Railroad Properties, Inc. 401(k) PlanMarietta Railroad Properties…$522KMars Printing Inc 401(k) Profit Sharing Plan & TrustMars Printing Inc 401(k) Pro…$522K
End-of-year total assets ($M) among Monte a. Wheeler, Dds, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monte a. Wheeler, Dds multi-year asset trail

Sponsor-wide plan assets over time

All Monte a. Wheeler, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$522K 15.903227095702682% vs 2022
2023 filing year
$0.4M$0.45M$0.5M$0.55M 20222023 $0.45M $0.52M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 6 $450K
2023 1 5 $522K

Monte a. Wheeler, Dds filing trail (2023)

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)$522K
Net Income$72K
Employer EIN710787234
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arkansas

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

Monte a. Wheeler, Dds, 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Monte a. Wheeler, Dds, 401(k) Plan, Total assets ($B): 0.000521998 · Participants: 5Monte a. Wheeler, Dds, 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Monte a. Wheeler, Dds, 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Monte a. Wheeler, Dds, 401(k) Plan side-by-side with 3 peers →

Monte a. Wheeler, Dds, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Atomic Ranch Company 401(k) Plan in CA ($522K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($522K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Monte a. Wheeler, Dds, 401(k) Plan assets move in 2023? ▼
Monte a. Wheeler, Dds, 401(k) Plan grew sharply - up 15.9% during 2023, from $450K to $522K. Reported net income was $72K.
How have Monte a. Wheeler, Dds plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Monte a. Wheeler, Dds's sponsor-wide assets grew 15.9%, from $450K to $522K.
Where does Monte a. Wheeler, Dds, 401(k) Plan rank by assets among Form 5500 filers? ▼
Monte a. Wheeler, Dds, 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Monte a. Wheeler, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atomic Ranch Company 401(k) Plan in CA ($522K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Monte a. Wheeler, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 710787234.

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.