Profit Sharing · DOL Form 5500 · 2023

Wheatstrong Enterprises Profit Sharing Plan

Data updated 2026-08-25

$497K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$497,334
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheatstrong Enterprises Retirement Plan · Sponsored by Wheatstrong Enterprises · California · Other Services

$497K in assets, 1 participants

Wheatstrong Enterprises's Wheatstrong Enterprises Retirement Plan reported $497K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,025 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Wheatstrong Enterprises Retirement Plan ranks #3,025 of 7,857 2023 filers by assets (4036% of the sector average)-$497K for 1 participant.

#3,025
in Other Services (7,857 peers)
+100.0%
assets growth YoY

Wheatstrong Enterprises Retirement Plan among the smaller filed plans by assets

Wheatstrong Enterprises Retirement Plan vs every filed plan by assets

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

$497,334 18th percentile higher than 18% 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

Wheatstrong Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheatstrong Enterprises Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheatstrong Enterprises Retirement Plan reported net income rose from $63K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Wheatstrong Enterprises Retirement Plan end-of-year assets rose from $249K in the plan year 2022 filing to $497K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463328204 · Wheatstrong Enterprises PY 2023 · Profit Sharing

Wheatstrong Enterprises Retirement Plan · $497K · 1 · 18th

  • PCT $497K
  • PCT 1
  • PCT 18th
  • PCT Profit Sharing
  • PCT near Kaleidoscope Investments Inc. Retirement Plan
  • PCT ind #3025

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 California →

Wheatstrong Enterprises Retirement Plan in the asset neighbourhood

Wheatstrong Enterprises Retirement PlanWheatstrong Enterprises Reti…$497KKaleidoscope Investments Inc. Retirement PlanKaleidoscope Investments Inc…$497KHeriberto Matos Ruiz Retirement PlanHeriberto Matos Ruiz Retirem…$498KBjl Legacy Inc. Profit Sharing PlanBjl Legacy Inc. Profit Shari…$498KMastering Mountains, Inc. Retirement PlanMastering Mountains, Inc. Re…$498K
End-of-year total assets ($M) among Wheatstrong Enterprises Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$497K
Net Income$249K
Employer EIN463328204
Plan Effective Date2013-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheatstrong Enterprises)

Sponsor-wide plan assets over time

All Wheatstrong Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$200K 19.413224170724742% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.2M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 1 $249K
2023 1 1 $497K
2024 1 1 $200K

Nearby Profit Sharing Plans in California

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

Wheatstrong Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wheatstrong Enterprises Retirement Plan, Total assets ($B): 0.000497334 · Participants: 1Wheatstrong Enterprises Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Wheatstrong Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wheatstrong Enterprises Retirement Plan side-by-side with 3 peers →

Wheatstrong Enterprises Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kaleidoscope Investments Inc. Retirement Plan in IN ($497K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($497K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wheatstrong Enterprises Retirement Plan assets move in 2023? ▼
Wheatstrong Enterprises Retirement Plan surged - up 100.0% during 2023, from $249K to $497K. Reported net income was $249K.
How have Wheatstrong Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheatstrong Enterprises's sponsor-wide assets declined 19.4%, from $249K to $200K.
Where does Wheatstrong Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Wheatstrong Enterprises Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wheatstrong Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaleidoscope Investments Inc. Retirement Plan in IN ($497K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wheatstrong Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 463328204.

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.