Profit Sharing · DOL Form 5500 · 2023

Institutional Wholesale Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
191
Participants Below avg headcount
49th
Percentile by assets National rank
$33,662
Avg per participant Low balance/head
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Official DOL plan name: Institutional Wholesale Company, Inc. Profit Sharing Plan · Sponsored by Institutional Wholesale Company, Inc. · Tennessee · Wholesale Trade

$6M in assets, 191 participants

Institutional Wholesale Company, Inc.'s Institutional Wholesale Company, Inc. Profit Sharing Plan reported $6M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,446 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Institutional Wholesale Company, Inc. Profit Sharing Plan covers 191 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#2,446
in Wholesale Trade (6,309 peers)
+16.9%
assets growth YoY

Institutional Wholesale Company, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Institutional Wholesale Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,429,468 49th percentile higher than 49% 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

Institutional Wholesale Company, Inc. Profit Sharing 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. Institutional Wholesale Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institutional Wholesale Company, Inc. Profit Sharing Plan reported net income rose from -$338K in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Institutional Wholesale Company, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Institutional Wholesale Company, Inc. Profit Sharing Plan reported participants rose from 172 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620793519 · Institutional Wholesale Company, Inc. PY 2023 · Profit Sharing

Institutional Wholesale Company, Inc. Profit Sharing Plan · $6M · 191 · 49th

  • VS-ST $6M
  • VS-ST 191
  • VS-ST 49th
  • VS-ST Profit Sharing
  • VS-ST near Studies Weekly 401(k) Plan
  • VS-ST ind #2446

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 Tennessee →

Institutional Wholesale Company, Inc. Profit Sharing Plan in the asset neighbourhood

Institutional Wholesale Company, Inc. Profit Sharing PlanInstitutional Wholesale Comp…$6MStudies Weekly 401(k) Plan$6MWilliams & Williams Retirement PlanWilliams & Williams Retireme…$6MKari Corporation Profit Sharing PlanKari Corporation Profit Shar…$6MPsp of Philatelics & Numismatics of GeorgiaPsp of Philatelics & Numisma…$6M
End-of-year total assets ($M) among Institutional Wholesale Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$929K
Employer EIN620793519
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Wholesale Company, Inc.)

Sponsor-wide plan assets over time

All Institutional Wholesale Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 191 $6M
2024 1 196 N/A

Nearby Profit Sharing Plans in Tennessee

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

Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Institutional Wholesale Company, Inc. Profit Sharing Plan, Total assets ($M): 6.429468 · Participants: 191Institutional Wholesale Company, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Institutional Wholesale Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Institutional Wholesale Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Studies Weekly 401(k) Plan in UT ($6M); by covered participants it is Metro Employees Retirement Plan in FL (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Institutional Wholesale Company, Inc. Profit Sharing Plan assets move in 2023? ▼
Institutional Wholesale Company, Inc. Profit Sharing Plan grew sharply - up 16.9% during 2023, from $6M to $6M. Reported net income was $929K.
Which Profit Sharing plans are similar in size to Institutional Wholesale Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Studies Weekly 401(k) Plan in UT ($6M, 193 participants).
Which Profit Sharing plans cover a similar participant headcount to Institutional Wholesale Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Metro Employees Retirement Plan in FL (191 participants, $5M 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 620793519.

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.