401(k)
2023 plan-year 401(k) DOL Form 5500

Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust

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

Sponsored by Wheeler Manufacturing Co., Inc. · South Dakota · Manufacturing

What the 2023 filing shows

Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust holds $7M for 114 participants — about $65,094 per participant, down 0.3% over the 2023 plan year.

$7M
total plan assets (2023 EOY)
114
covered participants
$65,094
avg assets per participant
-0.3%
assets change YoY

The plan reported a net loss of $22K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$7M
Participants
114
State
Industry
Manufacturing

What the Filing Says About Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust

Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust is a 401(k) retirement plan sponsored by Wheeler Manufacturing Co., Inc., headquartered in South Dakota. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 114 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 460259808, and the plan has been effective since 1993-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $7M at year-end — a decline of 0.3%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-22,275 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)$7M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$-22,275
Plan Type401(k)
Employer EIN460259808
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Manufacturing Co., Inc.)

Year Plans Participants Total Assets
2022 1 99 $7M
2023 1 114 $7M
2024 1 104 $8M

Nearby 401(k) Plans in South Dakota

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

Frequently Asked Questions

How much money is in the Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust?
As of the 2023 Form 5500 filing, Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust holds $7M in total assets with 114 participants. It is sponsored by Wheeler Manufacturing Co., Inc..
What type of plan is Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust?
Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust is a 401(k) plan. It has been effective since 1993-07-01. The plan is filed with the U.S. Department of Labor under EIN 460259808.
Who sponsors the Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust?
Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust is sponsored by Wheeler Manufacturing Co., Inc., located in South Dakota. The sponsor's EIN is 460259808 and the plan operates in the Manufacturing industry.
How did Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust perform in 2023?
Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust declined by 0.3% during 2023, moving from $7M to $7M in total assets. Net income was $-22,275.
Where can I find official filings for Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust?
Official Form 5500 filings for Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 460259808 or plan name at efast.dol.gov.
How does Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust compare to other plans?
You can compare Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust against other 401(k) plans on the plan type page, or view plans in South Dakota 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 460259808.

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.