401(k) · DOL Form 5500 · 2023

Wheeling Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$213,414
Avg per participant Above avg balance/head
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Official DOL plan name: Wheeling Investments, Inc. 401(k) Plan · Sponsored by Wheeling Investments, Inc. · Arizona · Retail Trade

$854K in assets, 4 participants

Wheeling Investments, Inc.'s Wheeling Investments, Inc. 401(k) Plan reported $854K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,911 in Retail Trade (8,414 peers)

What the 2023 filing shows

Wheeling Investments, Inc. 401(k) Plan holds $854K for 4 participants - about $213,414 per participant, among the smaller plans by assets on file.

#2,911
in Retail Trade (8,414 peers)
+1.1%
assets growth YoY

Wheeling Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Wheeling Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$853,655 22nd percentile higher than 22% 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

Wheeling Investments, Inc. 401(k) 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. Wheeling Investments, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeling Investments, Inc. 401(k) Plan reported net income fell from $99K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Wheeling Investments, Inc. 401(k) Plan end-of-year assets rose from $844K in the plan year 2022 filing to $854K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834142120 · Wheeling Investments, Inc. PY 2023 · 401(k)

Wheeling Investments, Inc. 401(k) Plan · $854K · 4 · 22nd

  • TYPE $854K
  • NET 4
  • BOOK 22nd
  • VS-ST 401(k)
  • BOY near Paul E Roman PA 401(k) Profit Sharing Plan & Trust
  • SCH ind #2911

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 Retail Trade retirement plans → · Plans in Arizona →

Wheeling Investments, Inc. 401(k) Plan in the asset neighbourhood

Wheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$854KPaul E Roman PA 401(k) Profit Sharing Plan & TrustPaul E Roman PA 401(k) Profi…$854KHocking & Schulenberg, LLC Profit Sharing PlanHocking & Schulenberg, LLC P…$854KSouthern Monument Corporation 401(k) PlanSouthern Monument Corporatio…$854KIberia Airlines of Spain in Puerto Rico Retirement Savings PlanIberia Airlines of Spain in …$854K
End-of-year total assets ($M) among Wheeling Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$844K
Net Assets (End of Year)$854K
Net Income$9K
Employer EIN834142120
Plan Effective Date2019-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeling Investments, Inc.)

Sponsor-wide plan assets over time

All Wheeling Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$858K 1.6315343103113347% vs 2022
2024 filing year
$0.83M$0.84M$0.85M$0.86M$0.87M 202220232024 $0.84M $0.86M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 4 $844K
2023 1 4 $854K
2024 1 4 $858K

Nearby 401(k) Plans in Arizona

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

Wheeling Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Wheeling Investments, Inc. 401(k) Plan, Total assets ($B): 0.000853655 · Participants: 4Wheeling Investments, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Wheeling Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Wheeling Investments, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Paul E Roman PA 401(k) Profit Sharing Plan & Trust in FL ($854K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wheeling Investments, Inc. 401(k) Plan assets move in 2023? ▼
Wheeling Investments, Inc. 401(k) Plan edged up modestly - up 1.1% during 2023, from $844K to $854K. Reported net income was $9K.
How have Wheeling Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeling Investments, Inc.'s sponsor-wide assets grew 1.6%, from $844K to $858K.
Where does Wheeling Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wheeling Investments, Inc. 401(k) Plan ranks in the 22nd 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 Wheeling Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paul E Roman PA 401(k) Profit Sharing Plan & Trust in FL ($854K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Wheeling Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 834142120.

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.