Profit Sharing · DOL Form 5500 · 2023

Wheeler Technologies, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$357,372
Avg per participant High balance/head
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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.

  • #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.

#1,405
in Wholesale Trade (6,309 peers)
-10.5%
assets change YoY

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.

Wheeler Technologies, Inc. Profit Sharing Plan among the smaller filed plans by assets

Wheeler Technologies, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,501,604 33rd percentile higher than 33% 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 Technologies, Inc. Profit Sharing 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. Wheeler Technologies, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352042750 · Wheeler Technologies, Inc. PY 2023 · Profit Sharing

Wheeler Technologies, Inc. Profit Sharing Plan · $3M · 7 · 33rd

  • PHOTO $3M
  • PHOTO 7
  • PHOTO 33rd
  • PHOTO Profit Sharing
  • PHOTO near Pawluk Family Ventures Inc. Retirement Plan
  • PHOTO ind #1405

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 Wholesale Trade retirement plans → · Plans in Indiana →

Wheeler Technologies, Inc. Profit Sharing Plan in the asset neighbourhood

Wheeler Technologies, Inc. Profit Sharing PlanWheeler Technologies, Inc. P…$3MPawluk Family Ventures Inc. Retirement PlanPawluk Family Ventures Inc. …$3MShk Holdings Inc. Retirement PlanShk Holdings Inc. Retirement…$3MHardman Lumber Co. of Arkadelphia Inc Profit Sharing PlanHardman Lumber Co. of Arkade…$3MSaint Jacques @ the Burke Manor Inn, Inc. Profit Sharing PlanSaint Jacques @ the Burke Ma…$3M
End-of-year total assets ($M) among Wheeler Technologies, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wheeler Technologies, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.79M $0M ▼ -100.0%
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 EIN352042750
Plan Effective Date1999-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Wheeler Technologies, Inc. Profit Sharing Plan, Total assets ($B): 0.002501604 · Participants: 7Wheeler Technologies, Inc. Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Wheeler Technologies, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Wheeler Technologies, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Profit Sharing by assets is Pawluk Family Ventures Inc. Retirement Plan in NY ($3M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wheeler Technologies, Inc. Profit Sharing Plan assets move in 2023? ▼
Wheeler Technologies, Inc. Profit Sharing Plan pulled back noticeably - down 10.5% during 2023, from $3M to $3M. Reported net income was -$293K.
Which Profit Sharing plans are similar in size to Wheeler Technologies, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pawluk Family Ventures Inc. Retirement Plan in NY ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wheeler Technologies, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 352042750.

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.