Profit Sharing · DOL Form 5500 · 2023
Wheeler Technologies, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 7
- Participants
- 33rd
- Percentile by assets
- $357,372
- Avg per participant
Official DOL plan name: Wheeler Technologies, Inc. Profit Sharing Plan · Sponsored by Wheeler Technologies, Inc. · Indiana · Wholesale Trade
$3M in assets, 7 participants
Wheeler Technologies, Inc.'s Wheeler Technologies, Inc. Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- 33rd percentile by assets (of 127,072 plans)
- #1,405 in Wholesale Trade (6,309 peers)
2023 asset change
Wheeler Technologies, Inc. Profit Sharing Plan pulled back noticeably 10.5% in 2023 ($3M → $3M) for 7 participants.
- $3M
- total plan assets (2023 EOY)
- 7
- covered participants
- 33rd
- percentile by assets (of 127,072 plans)
- $357,372
- avg assets per participant
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wheeler Technologies, Inc. Profit Sharing Plan reported net income rose from -$340K in the plan year 2022 filing to -$293K in the plan year 2023 filing.
- Wheeler Technologies, Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
2023 asset move for Wheeler Technologies, Inc. Profit Sharing Plan
Year over year, total assets pulled back noticeably from $3M at the start of 2023 to $3M at year-end (down 10.5%). Net assets closed at $3M; reported net income -$293K.
Wheeler Technologies, Inc. years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 4 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$293K |
| Employer EIN | 352042750 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Wheeler Technologies, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Wheeler Technologies, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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2023 change
Ways to act on Wheeler Technologies, Inc. Profit Sharing Plan's numbers.
- By total assets, Wheeler Technologies, Inc. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans