Other · DOL Form 5500 · 2023
Wheeler Mission Ministries, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $34,474
- Avg per participant Low balance/head
Official DOL plan name: Wheeler Mission Ministries, Inc. 403(b) Retirement Plan · Sponsored by Wheeler Mission Ministries, Inc. · Indiana · Other Services
$7M in assets, 196 participants
Wheeler Mission Ministries, Inc.'s Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported $7M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #5,538 in Other Services (7,857 peers)
Coverage in Indiana
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan covers 196 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #5,538
- in Other Services (7,857 peers)
- +39.6%
- assets growth YoY
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,756,981 Top 50% higher than 50% 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
Wheeler Mission Ministries, Inc. 403(b) Retirement 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. Wheeler Mission Ministries, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported net income rose from $167K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wheeler Mission Ministries, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 196 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 350888771 · Wheeler Mission Ministries, Inc. PY 2023 · Other
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan · $7M · 196 · 50th
- RANK $7M
- PHOTO 196
- IND 50th
- EOY Other
- 5500 near Venture Together, Inc. 403(b) Plan
- ASSETS ind #5538
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 Other Services retirement plans → · Plans in Indiana →
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 350888771 |
| Plan Effective Date | 2001-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheeler Mission Ministries, Inc.)
Sponsor-wide plan assets over time
All Wheeler Mission Ministries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 48.93144986388291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $5M |
| 2023 | 1 | 196 | $7M |
| 2024 | 1 | 199 | $7M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Venture Together, Inc. 403(b) Plan in NY ($7M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Venture Together, Inc. 403(b) Plan (NY) $7M · 542
- Maranatha High School Tax Deferred 403(b)(7) Plan (CA) $7M · 84
- Ccr Pension Plan (PA) $7M · 321
- Congreso De Latinos Unidos, Inc. Retirement Plan (PA) $7M · 287
Similar participant headcount
Nearest other-state filings by covered participants (196 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.