401(k) · DOL Form 5500 · 2023

Wheeler Park LLC 401(k) Plan

Data updated 2026-08-25

$745K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$82,731
Avg per participant Below avg balance/head
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Official DOL plan name: Wheeler Park 401(k) Profit Sharing Plan and Trust · Sponsored by Wheeler Park LLC · Virginia · Real Estate

$745K in assets, 9 participants

Wheeler Park LLC's Wheeler Park 401(k) Profit Sharing Plan and Trust reported $745K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,748 in Real Estate (4,727 peers)

Wheeler Park LLC multi-year trail

Wheeler Park LLC's plans moved -14.8% in assets from 2023 to 2024; this filing shows Wheeler Park 401(k) Profit Sharing Plan and Trust at $745K / 9 participants.

#1,748
in Real Estate (4,727 peers)
-70.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheeler Park 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Wheeler Park 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$744,581 21st percentile higher than 21% 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 Park 401(k) Profit Sharing Plan and Trust 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 Park 401(k) Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 540967125 · Wheeler Park LLC PY 2023 · 401(k)

Wheeler Park 401(k) Profit Sharing Plan and Trust · $745K · 9 · 21st

  • BOOK $745K
  • VS-ST 9
  • BOY 21st
  • SCH 401(k)
  • EBSA near Premier Dental Care, PC 401(k) Profit Sharing Plan
  • PART ind #1748

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 Real Estate retirement plans → · Plans in Virginia →

Wheeler Park 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wheeler Park 401(k) Profit Sharing Plan and TrustWheeler Park 401(k) Profit S…$745KPremier Dental Care, PC 401(k) Profit Sharing PlanPremier Dental Care, PC 401(…$744KCooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement PlanCooperativa De Ahorro Y Cred…$745KPowerplay Holdings, Inc. 401(k) PlanPowerplay Holdings, Inc. 401…$745KOzzy Jiwani Inc 401(k) Plan$745K
End-of-year total assets ($M) among Wheeler Park 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wheeler Park LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wheeler Park LLC plans reported in each filing year

Latest sponsor-wide plan assets
$634K 14.804836545654537% vs 2023
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 20232024 $0.74M $0.63M ▼ -14.9%
Year Plans Participants Total Assets
2023 1 9 $745K
2024 1 9 $634K

Wheeler Park LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$745K
Net Income-$2M
Employer EIN540967125
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Wheeler Park 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wheeler Park 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000744581 · Participants: 9Wheeler Park 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Wheeler Park 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wheeler Park 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wheeler Park 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Premier Dental Care, PC 401(k) Profit Sharing Plan in MA ($744K); by covered participants it is Flaggship Franchise Incorporated 401(k) Profit Sharing Plan in CT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Park 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Wheeler Park 401(k) Profit Sharing Plan and Trust contracted severely - down 70.1% during 2023, from $2M to $745K. Reported net income was -$2M.
How have Wheeler Park LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wheeler Park LLC's sponsor-wide assets declined 14.8%, from $745K to $634K.
Where does Wheeler Park 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wheeler Park 401(k) Profit Sharing Plan and Trust ranks in the 21st 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 Wheeler Park 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Premier Dental Care, PC 401(k) Profit Sharing Plan in MA ($744K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Park 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Flaggship Franchise Incorporated 401(k) Profit Sharing Plan in CT (9 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 540967125.

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.