401(k) · DOL Form 5500 · 2023

Wheaton Van Lines, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
125
Participants Small participant base
78th
Percentile by assets National rank
$218,147
Avg per participant Above avg balance/head
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Official DOL plan name: Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan · Sponsored by Wheaton Van Lines, Inc. · Indiana · Transportation & Warehousing

$27M in assets, 125 participants

Wheaton Van Lines, Inc.'s Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan reported $27M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,574 in Transportation & Warehousing (3,362 peers)

Coverage in Indiana

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan covers 125 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $27M.

#2,574
in Transportation & Warehousing (3,362 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan's outsized position by total assets

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs every filed plan by assets

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

$27,268,342 Top 22% higher than 78% 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

Wheaton Van Lines, Inc. & Subsidiaries 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. Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan reported participants fell from 132 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350795042 · Wheaton Van Lines, Inc. PY 2023 · 401(k)

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan · $27M · 125 · 78th

  • 5500 $27M
  • ASSETS 125
  • PCT 78th
  • EIN 401(k)
  • RANK near Tyto Government Solutions 401(k) Plan
  • PHOTO ind #2574

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 Indiana →

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan in the asset neighbourhood

Wheaton Van Lines, Inc. & Subsidiaries 401(k) PlanWheaton Van Lines, Inc. & Su…$27MTyto Government Solutions 401(k) PlanTyto Government Solutions 40…$27MLt Apparel Group 401(k) Plan$27MThe Hallstrom Retirement ProgramThe Hallstrom Retirement Pro…$27MApercen Partners 401(k) Plan$27M
End-of-year total assets ($M) among Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN350795042
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton Van Lines, Inc.)

Sponsor-wide plan assets over time

All Wheaton Van Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 7.116690927386807% vs 2022
2024 filing year
$54M$56M$58M$60M 202220232024 $59.5M $55.3M ▼ -7.1%
Year Plans Participants Total Assets
2022 2 248 $60M
2023 2 243 $57M
2024 2 222 $55M

Nearby 401(k) Plans in Indiana

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

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan, Total assets ($B): 0.027268342 · Participants: 125Wheaton Van Lines, Inc. & Subsidiaries 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan side-by-side with 3 peers →

Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Tyto Government Solutions 401(k) Plan in VA ($27M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan assets move in 2023? ▼
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan grew at a solid clip - up 11.3% during 2023, from $24M to $27M. Reported net income was $3M.
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. & Subsidiaries 401(k) Plan rank by assets among Form 5500 filers? ▼
Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tyto Government Solutions 401(k) Plan in VA ($27M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 350795042.

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.