ESOP · DOL Form 5500 · 2023

Whatever It Takes Transmission & Parts, Inc ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
694
Participants Below avg headcount
85th
Percentile by assets National rank
$71,781
Avg per participant Below avg balance/head
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Official DOL plan name: Whatever It Takes Transmission & Parts, Inc ESOP · Sponsored by Whatever It Takes Transmission & Parts, Inc · Kentucky · Wholesale Trade

$50M in assets, 694 participants

Whatever It Takes Transmission & Parts, Inc's Whatever It Takes Transmission & Parts, Inc ESOP reported $50M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,471 in Wholesale Trade (6,309 peers)

Where Whatever It Takes Transmission & Parts, Inc ESOP sits by assets

Whatever It Takes Transmission & Parts, Inc ESOP sits in the top quartile of all filed plans by assets, $50M for 694 participants (~$71,781/participant), up 10.7% in 2023.

#5,471
in Wholesale Trade (6,309 peers)
+10.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Whatever It Takes Transmission & Parts, Inc ESOP's outsized position by total assets

Whatever It Takes Transmission & Parts, Inc ESOP vs every filed plan by assets

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

$49,816,006 Top 15% higher than 85% 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

Whatever It Takes Transmission & Parts, Inc ESOP 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. Whatever It Takes Transmission & Parts, Inc ESOP sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whatever It Takes Transmission & Parts, Inc ESOP end-of-year assets rose from $45M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Whatever It Takes Transmission & Parts, Inc ESOP reported net income rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Whatever It Takes Transmission & Parts, Inc ESOP reported participants fell from 721 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611356670 · Whatever It Takes Transmission & Parts, Inc PY 2023 · ESOP

Whatever It Takes Transmission & Parts, Inc ESOP · $50M · 694 · 85th

  • PHOTO $50M
  • PHOTO 694
  • PHOTO 85th
  • PHOTO ESOP
  • PHOTO near Timberworks Employee Stock Ownership Plan
  • PHOTO ind #5471

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 What is an ESOP? → · Plans in Kentucky →

Whatever It Takes Transmission & Parts, Inc ESOP in the asset neighbourhood

Mid America Steel, Inc. Employee Stock Ownership PlanMid America Steel, Inc. Empl…$50MWhatever It Takes Transmission & Parts, Inc ESOPWhatever It Takes Transmissi…$50MTimberworks Employee Stock Ownership PlanTimberworks Employee Stock O…$50MGoettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$50MBozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanBozzuto's Inc. Employees Pro…$50M
End-of-year total assets ($M) among Whatever It Takes Transmission & Parts, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

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

Sponsor-wide plan assets over time

All Whatever It Takes Transmission & Parts, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$69M 31.867096557799023% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $69.5M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 1,278 $53M
2023 2 1,625 $60M
2024 2 1,768 $69M

Nearby ESOP Plans in Kentucky

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

Whatever It Takes Transmission & Parts, Inc ESOP vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -10123 Total assets ($B) Participants Whatever It Takes Transmission & Parts, Inc ESOP, Total assets ($B): 0.049816006 · Participants: 694Whatever It Takes Transmission & Parts, Inc ESOPHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Whatever It Takes Transmission & Parts, Inc ESOP vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Whatever It Takes Transmission & Parts, Inc ESOP side-by-side with 3 peers →

Whatever It Takes Transmission & Parts, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Timberworks Employee Stock Ownership Plan in CA ($50M); by covered participants it is Southside Bancshares, Inc. Employee Stock Ownership Plan in TX (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 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 Whatever It Takes Transmission & Parts, Inc ESOP assets move in 2023? ▼
Whatever It Takes Transmission & Parts, Inc ESOP grew at a solid clip - up 10.7% during 2023, from $45M to $50M. Reported net income was $5M.
How have Whatever It Takes Transmission & Parts, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whatever It Takes Transmission & Parts, Inc's sponsor-wide assets grew 31.9%, from $53M to $69M.
Where does Whatever It Takes Transmission & Parts, Inc ESOP rank by assets among Form 5500 filers? ▼
Whatever It Takes Transmission & Parts, Inc ESOP ranks in the 85th 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 Whatever It Takes Transmission & Parts, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Timberworks Employee Stock Ownership Plan in CA ($50M, 664 participants).
Which ESOP plans cover a similar participant headcount to Whatever It Takes Transmission & Parts, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Southside Bancshares, Inc. Employee Stock Ownership Plan in TX (694 participants, $12M 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 611356670.

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.