401(k) · DOL Form 5500 · 2023

Wheeler Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
237
Participants Below avg headcount
52nd
Percentile by assets National rank
$31,009
Avg per participant Low balance/head
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Official DOL plan name: Wheeler Trucking, Inc. 401(k) Plan · Sponsored by Wheeler Trucking, Inc. · Michigan · Transportation & Warehousing

$7M in assets, 237 participants

Wheeler Trucking, Inc.'s Wheeler Trucking, Inc. 401(k) Plan reported $7M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,767 in Transportation & Warehousing (3,362 peers)

Coverage in Michigan

Wheeler Trucking, Inc. 401(k) Plan covers 237 participants in Michigan, about 37% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#1,767
in Transportation & Warehousing (3,362 peers)
+57.3%
assets growth YoY

Wheeler Trucking, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Wheeler Trucking, Inc. 401(k) Plan vs every filed plan by assets

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

$7,349,097 Top 48% higher than 52% 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 Trucking, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Trucking, Inc. 401(k) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeler Trucking, Inc. 401(k) Plan reported net income rose from $237K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wheeler Trucking, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Wheeler Trucking, Inc. 401(k) Plan reported participants rose from 176 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383534605 · Wheeler Trucking, Inc. PY 2023 · 401(k)

Wheeler Trucking, Inc. 401(k) Plan · $7M · 237 · 52nd

  • IND $7M
  • IND 237
  • IND 52nd
  • IND 401(k)
  • IND near Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #1767

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Wheeler Trucking, Inc. 401(k) Plan in the asset neighbourhood

Wheeler Trucking, Inc. 401(k) PlanWheeler Trucking, Inc. 401(k…$7MKern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and TrustKern Steel Fabrication, Inc.…$7MAtkins & Pearce 401 (K) Plan$7MQuality Switch Inc 401(k) Profit Sharing Plan & TrustQuality Switch Inc 401(k) Pr…$7MNetzsch Instruments North America, LLC 401(k) Savings and Profit Sharing PlanNetzsch Instruments North Am…$7M
End-of-year total assets ($M) among Wheeler Trucking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN383534605
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Trucking, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 91.76639588616301% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.67M $8.96M ▲ +91.9%
Year Plans Participants Total Assets
2022 1 176 $5M
2023 1 237 $7M
2024 1 356 $9M

Nearby 401(k) Plans in Michigan

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

Wheeler Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Wheeler Trucking, Inc. 401(k) Plan, Total assets ($B): 0.007349097 · Participants: 237Wheeler Trucking, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Wheeler Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Wheeler Trucking, Inc. 401(k) Plan side-by-side with 3 peers →

Wheeler Trucking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust in CA ($7M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Trucking, Inc. 401(k) Plan assets move in 2023? ▼
Wheeler Trucking, Inc. 401(k) Plan surged - up 57.3% during 2023, from $5M to $7M. Reported net income was $3M.
How have Wheeler Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Trucking, Inc.'s sponsor-wide assets grew 91.8%, from $5M to $9M.
Which 401(k) plans are similar in size to Wheeler Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust in CA ($7M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 383534605.

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.