401(k) · DOL Form 5500 · 2023
Wheeler Brothers Grain Company, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $76,911
- Avg per participant Below avg balance/head
Official DOL plan name: Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC · Sponsored by Wheeler Brothers Grain Company, LLC · Oklahoma · Agriculture, Forestry & Fishing
$15M in assets, 198 participants
Wheeler Brothers Grain Company, LLC's Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported $15M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #964 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Oklahoma
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC covers 198 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $15M.
- #964
- in Agriculture, Forestry & Fishing (1,288 peers)
- +8.9%
- assets growth YoY
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC's outsized position by total assets
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,228,459 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC 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. Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported net income rose from $756K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported participants rose from 135 in the plan year 2022 filing to 198 in the plan year 2023 filing.
- Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 730564547 · Wheeler Brothers Grain Company, LLC PY 2023 · 401(k)
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC · $15M · 198 · 67th
- EBSA $15M
- EBSA 198
- EBSA 67th
- EBSA 401(k)
- EBSA near Southgroup 401(k) Plan
- EBSA ind #964
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oklahoma →
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 730564547 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheeler Brothers Grain Company, LLC)
Sponsor-wide plan assets over time
All Wheeler Brothers Grain Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 23.41277841740691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $14M |
| 2023 | 1 | 198 | $15M |
| 2024 | 1 | 181 | $17M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Southgroup 401(k) Plan in MS ($15M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Southgroup 401(k) Plan (MS) $15M · 108
- M.P.G. Pipeline Contractors L.L.C. 401(k) Plan (TX) $15M · 102
- Acm Human Resources, LLC 401(k) Plan (OR) $15M · 395
- Eftec Savings Plan (MI) $15M · 79
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 198 · 0 off
- Otterbase 401(k) Plan (MI) 198 · 0 off
- Assurance Financial 401(k) Plan (LA) 198 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 198 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.