401(k) · DOL Form 5500 · 2023

Wheels, LLC 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
812
Participants Near avg headcount
94th
Percentile by assets National rank
$190,362
Avg per participant Above avg balance/head
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Official DOL plan name: Wheels, LLC. Retirement Savings Plan · Sponsored by Wheels, LLC · Illinois · Real Estate

$155M in assets, 812 participants

Wheels, LLC's Wheels, LLC. Retirement Savings Plan reported $155M in total assets and 812 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,657 in Real Estate (4,727 peers)

Where Wheels, LLC. Retirement Savings Plan sits by assets

Wheels, LLC. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $155M for 812 participants (~$190,362/participant), up 64.0% in 2023.

#4,657
in Real Estate (4,727 peers)
+64.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Wheels, LLC. Retirement Savings Plan's outsized position by total assets

Wheels, LLC. Retirement Savings Plan vs every filed plan by assets

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

$154,573,590 Top 6% higher than 94% 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

Wheels, LLC. Retirement Savings 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. Wheels, LLC. Retirement Savings Plan sits mid-pack in the medium band (812 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheels, LLC. Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Wheels, LLC. Retirement Savings Plan end-of-year assets rose from $94M in the plan year 2022 filing to $155M in the plan year 2023 filing.
  • Wheels, LLC. Retirement Savings Plan reported participants rose from 768 in the plan year 2022 filing to 812 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362317983 · Wheels, LLC PY 2023 · 401(k)

Wheels, LLC. Retirement Savings Plan · $155M · 812 · 94th

  • VS-ST $155M
  • BOY 812
  • SCH 94th
  • EBSA 401(k)
  • PART near American Packaging Corporation 401(k) Plan
  • TYPE ind #4657

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 Real Estate retirement plans → · Plans in Illinois →

Wheels, LLC. Retirement Savings Plan in the asset neighbourhood

Tudor Investment Corporation 401(k) Savings and Profit-Sharing PlanTudor Investment Corporation…$155MCenlar Capital Corporation 401(k) Savings PlanCenlar Capital Corporation 4…$155MWheels, LLC. Retirement Savings PlanWheels, LLC. Retirement Savi…$155MAmerican Packaging Corporation 401(k) PlanAmerican Packaging Corporati…$155MGreatamerica Financial Services Corporation 401(k) Profit Sharing PlanGreatamerica Financial Servi…$154M
End-of-year total assets ($M) among Wheels, LLC. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$155M
Net Income$24M
Employer EIN362317983
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheels, LLC)

Sponsor-wide plan assets over time

All Wheels, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$270M 186.0032005723712% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $94.2M $270M ▲ +186.0%
Year Plans Participants Total Assets
2022 1 768 $94M
2023 1 812 $155M
2024 1 1,204 $270M

Nearby 401(k) Plans in Illinois

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

Wheels, LLC. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wheels, LLC. Retirement Savings Plan, Total assets ($B): 0.15457359 · Participants: 812Wheels, LLC. Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wheels, LLC. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wheels, LLC. Retirement Savings Plan side-by-side with 3 peers →

Wheels, LLC. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Packaging Corporation 401(k) Plan in WI ($155M); by covered participants it is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (812 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 Wheels, LLC. Retirement Savings Plan assets move in 2023? ▼
Wheels, LLC. Retirement Savings Plan surged - up 64.0% during 2023, from $94M to $155M. Reported net income was $24M.
How have Wheels, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheels, LLC's sponsor-wide assets grew 186.0%, from $94M to $270M.
Where does Wheels, LLC. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wheels, LLC. Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wheels, LLC. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Packaging Corporation 401(k) Plan in WI ($155M, 1,204 participants).
Which 401(k) plans cover a similar participant headcount to Wheels, LLC. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants, $8M 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 362317983.

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.