ESOP · DOL Form 5500 · 2024

Wheeler Services, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
63
Participants Small participant base
76th
Percentile by assets National rank
$429,534
Avg per participant High balance/head
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Official DOL plan name: Wheeler Services, Inc. Employee Stock Ownership Plan · Sponsored by Wheeler Services, Inc. · Georgia · Construction

$27M in assets, 63 participants

Wheeler Services, Inc.'s Wheeler Services, Inc. Employee Stock Ownership Plan reported $27M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,717 in Construction (9,039 peers)

Where Wheeler Services, Inc. Employee Stock Ownership Plan sits by assets

Wheeler Services, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 63 participants (~$429,534/participant), up 434.6% in 2024.

#6,717
in Construction (9,039 peers)
+434.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wheeler Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wheeler Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,060,651 Top 24% higher than 76% of 123,620 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 2024

Wheeler Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Services, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeler Services, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Wheeler Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Wheeler Services, Inc. Employee Stock Ownership Plan reported participants rose from 60 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 582142065 · Wheeler Services, Inc. PY 2024 · ESOP

Wheeler Services, Inc. Employee Stock Ownership Plan · $27M · 63 · 76th

  • RANK $27M
  • RANK 63
  • RANK 76th
  • RANK ESOP
  • RANK near Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan
  • RANK ind #6717

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 What is an ESOP? → · Plans in Georgia →

Wheeler Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$27MSgh Redglaze Holdings, Inc. Employee Stock Ownership PlanSgh Redglaze Holdings, Inc. …$27MWheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$27MDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$27M
End-of-year total assets ($M) among Wheeler Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$23M
Employer EIN582142065
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Services, Inc.)

Sponsor-wide plan assets over time

All Wheeler Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1633.4337112076669% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $1.56M $27.1M ▲ +1634.6%
Year Plans Participants Total Assets
2022 1 64 $2M
2023 1 60 $5M
2024 1 63 $27M

Nearby ESOP Plans in Georgia

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

Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Wheeler Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.060651 · Participants: 63Wheeler Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Wheeler Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Wheeler Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wheeler Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE ($27M); by covered participants it is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wheeler Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wheeler Services, Inc. Employee Stock Ownership Plan surged - up 434.6% during 2024, from $5M to $27M. Reported net income was $23M.
How have Wheeler Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Services, Inc.'s sponsor-wide assets grew 1633.4%, from $2M to $27M.
Where does Wheeler Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Wheeler Services, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE ($27M, 83 participants).
Which ESOP plans cover a similar participant headcount to Wheeler Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (63 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582142065.

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.