ESOP · DOL Form 5500 · 2023

Wheaton Van Lines, Inc. ESOP

Data updated 2026-08-11

$29M
Total assets: 118
Participants: 79th
Percentile by assets: $247,834
Avg per participant

Official DOL plan name: Wheaton Van Lines, Inc. Employee Stock Ownership Plan · Sponsored by Wheaton Van Lines, Inc. · Indiana · Transportation & Warehousing

$29M in assets, 118 participants

Wheaton Van Lines, Inc.'s Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported $29M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 127,072 plans)
#2,610 in Transportation & Warehousing (3,362 peers)

Coverage in Indiana

Wheaton Van Lines, Inc. Employee Stock Ownership Plan covers 118 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $29M.

$29M
total plan assets (2023 EOY): 118
covered participants: 79th
percentile by assets (of 127,072 plans): $247,834
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported net income fell from -$4M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
Wheaton Van Lines, Inc. Employee Stock Ownership Plan end-of-year assets fell from $35M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported participants rose from 116 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Transportation & Warehousing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Wheaton Van Lines, Inc. Employee Stock Ownership Plan reports 118 participants - about 22% of that state average ($29M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$35M
Net Assets (End of Year)	$29M
Net Income	-$6M
Employer EIN	350795042
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wheaton Van Lines, Inc.)

Total plan assets by year, all Wheaton Van Lines, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	248	$60M
2023	2	243	$57M
2024	2	222	$55M

Nearby ESOP Plans in Indiana

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

Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
Urschel Laboratories Employee Stock Ownership Plan $366M · 487
Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558

Compare Wheaton Van Lines, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Wheaton Van Lines, Inc. Employee Stock Ownership Plan by total assets, not by location.

Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan (WV) $29M · 137
Miller Enterprises, Inc. ESOP (ND) $29M · 351
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions (PA) $29M · 153
Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $29M · 142

Frequently Asked Questions

How did Wheaton Van Lines, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Wheaton Van Lines, Inc. Employee Stock Ownership Plan declined sharply - down 16.5% during 2023, from $35M to $29M. Reported net income was -$6M.

How have Wheaton Van Lines, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wheaton Van Lines, Inc.'s sponsor-wide assets declined 7.1%, from $60M to $55M.

Where does Wheaton Van Lines, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Wheaton Van Lines, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Wheaton Van Lines, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan in WV ($29M, 137 participants).

Next read for Wheaton Van Lines, Inc. Employee Stock O…

Filing takeaways

Ways to act on Wheaton Van Lines, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Wheaton Van Lines, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Wheaton Van Lines, Inc.'s sponsor-wide assets have declined 7.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 350795042.