Other
2023 plan-year Other DOL Form 5500

Whatever It Takes Transmission & Parts, Inc ESOP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whatever It Takes Transmission & Parts, Inc · Kentucky · Wholesale Trade

What the 2023 filing shows

Whatever It Takes Transmission & Parts, Inc ESOP holds $50M for 694 participants — about $71,781 per participant, up 10.7% over the 2023 plan year.

$50M
total plan assets (2023 EOY)
694
covered participants
$71,781
avg assets per participant
+10.7%
assets growth YoY
Total Assets (2023)
$50M
Participants
694
State
Industry
Wholesale Trade

What the Filing Says About Whatever It Takes Transmission & Parts, Inc ESOP

Whatever It Takes Transmission & Parts, Inc ESOP is a Other retirement plan sponsored by Whatever It Takes Transmission & Parts, Inc, headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 694 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 611356670, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $50M at year-end — a gain of 10.7%. Net assets (after liabilities) closed the year at $47M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$50M
Net Assets (End of Year)$47M
Net Income$5M
Plan TypeOther
Employer EIN611356670
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whatever It Takes Transmission & Parts, Inc)

Year Plans Participants Total Assets
2022 2 1,278 $53M
2023 2 1,625 $60M
2024 2 1,768 $69M

Nearby Other Plans in Kentucky

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

Frequently Asked Questions

How much money is in the Whatever It Takes Transmission & Parts, Inc ESOP?
As of the 2023 Form 5500 filing, Whatever It Takes Transmission & Parts, Inc ESOP holds $50M in total assets with 694 participants. It is sponsored by Whatever It Takes Transmission & Parts, Inc.
What type of plan is Whatever It Takes Transmission & Parts, Inc ESOP?
Whatever It Takes Transmission & Parts, Inc ESOP is a Other plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 611356670.
Who sponsors the Whatever It Takes Transmission & Parts, Inc ESOP?
Whatever It Takes Transmission & Parts, Inc ESOP is sponsored by Whatever It Takes Transmission & Parts, Inc, located in Kentucky. The sponsor's EIN is 611356670 and the plan operates in the Wholesale Trade industry.
How did Whatever It Takes Transmission & Parts, Inc ESOP perform in 2023?
Whatever It Takes Transmission & Parts, Inc ESOP grew by 10.7% during 2023, moving from $45M to $50M in total assets. Net income was $5M.
Where can I find official filings for Whatever It Takes Transmission & Parts, Inc ESOP?
Official Form 5500 filings for Whatever It Takes Transmission & Parts, Inc ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611356670 or plan name at efast.dol.gov.
How does Whatever It Takes Transmission & Parts, Inc ESOP compare to other plans?
You can compare Whatever It Takes Transmission & Parts, Inc ESOP against other Other plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 611356670.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.