401(k) · DOL Form 5500 · 2024

Monte a. Wheeler, Dds, PA 401(k) Plan

Data updated 2026-08-25

$452K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$90,344
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Monte a. Wheeler, Dds, 401(k) Plan · Sponsored by Monte a. Wheeler, Dds, PA · Arkansas · Healthcare & Social Assistance

$452K in assets, 5 participants

Monte a. Wheeler, Dds, PA's Monte a. Wheeler, Dds, 401(k) Plan reported $452K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,075 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Monte a. Wheeler, Dds, 401(k) Plan pulled back noticeably 13.5% in 2024 ($522K → $452K) for 5 participants.

#2,075
in Healthcare & Social Assistance (16,916 peers)
-13.5%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monte a. Wheeler, Dds, 401(k) Plan among the smaller filed plans by assets

Monte a. Wheeler, Dds, 401(k) Plan vs every filed plan by assets

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

$451,721 17th percentile higher than 17% 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

Monte a. Wheeler, Dds, 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monte a. Wheeler, Dds, 401(k) Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 271462153 · Monte a. Wheeler, Dds, PA PY 2024 · 401(k)

Monte a. Wheeler, Dds, 401(k) Plan · $452K · 5 · 17th

  • BOY $452K
  • SCH 5
  • EBSA 17th
  • PART 401(k)
  • TYPE near Vista, Inc. 401(k) Plan
  • NET ind #2075

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Monte a. Wheeler, Dds, 401(k) Plan in the asset neighbourhood

Monte a. Wheeler, Dds, 401(k) PlanMonte a. Wheeler, Dds, 401(k…$452KVista, Inc. 401(k) Plan$452KJasper Dry Cleaners, Inc 401(k) PlanJasper Dry Cleaners, Inc 401…$452KMorales Resources, Inc. 401(k) PlanMorales Resources, Inc. 401(…$452KKidde Global Solutions 401(k) PlanKidde Global Solutions 401(k…$452K
End-of-year total assets ($M) among Monte a. Wheeler, Dds, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$522K
Net Assets (End of Year)$452K
Net Income-$70K
Employer EIN271462153
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arkansas

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

Monte a. Wheeler, Dds, 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Monte a. Wheeler, Dds, 401(k) Plan, Total assets ($B): 0.000451721 · Participants: 5Monte a. Wheeler, Dds, 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Monte a. Wheeler, Dds, 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Monte a. Wheeler, Dds, 401(k) Plan side-by-side with 3 peers →

Monte a. Wheeler, Dds, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Vista, Inc. 401(k) Plan in MD ($452K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($452K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Monte a. Wheeler, Dds, 401(k) Plan assets move in 2024? ▼
Monte a. Wheeler, Dds, 401(k) Plan pulled back noticeably - down 13.5% during 2024, from $522K to $452K. Reported net income was -$70K.
Where does Monte a. Wheeler, Dds, 401(k) Plan rank by assets among Form 5500 filers? ▼
Monte a. Wheeler, Dds, 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Monte a. Wheeler, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vista, Inc. 401(k) Plan in MD ($452K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Monte a. Wheeler, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 271462153.

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.