Profit Sharing · DOL Form 5500 · 2023

Wheeler Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$385K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$77,000
Avg per participant Below avg balance/head
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Official DOL plan name: Wheeler Ventures, Inc. · Sponsored by Wheeler Ventures, Inc. · Tennessee · Food Services & Accommodation

$385K in assets, 5 participants

Wheeler Ventures, Inc.'s Wheeler Ventures, Inc. reported $385K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,607 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Wheeler Ventures, Inc. ranks #1,607 of 3,828 2023 filers by assets (5082% of the sector average)-$385K for 5 participants.

#1,607
in Food Services & Accommodation (3,828 peers)
-2.5%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheeler Ventures, Inc. among the smaller filed plans by assets

Wheeler Ventures, Inc. vs every filed plan by assets

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

$385,000 16th percentile higher than 16% 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

Wheeler Ventures, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Ventures, Inc. is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeler Ventures, Inc. reported net income fell from $10K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Wheeler Ventures, Inc. reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Wheeler Ventures, Inc. end-of-year assets fell from $395K in the plan year 2022 filing to $385K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464524561 · Wheeler Ventures, Inc. PY 2023 · Profit Sharing

Wheeler Ventures, Inc. · $385K · 5 · 16th

  • TYPE $385K
  • TYPE 5
  • TYPE 16th
  • TYPE Profit Sharing
  • TYPE near Bisek Family Enterprises Inc. Retirement Plan
  • TYPE ind #1607

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 Food Services & Accommodation retirement plans → · Plans in Tennessee →

Wheeler Ventures, Inc. in the asset neighbourhood

Wheeler Ventures, Inc.$385KBisek Family Enterprises Inc. Retirement PlanBisek Family Enterprises Inc…$385KStronghold Equities, Inc. Retirement PlanStronghold Equities, Inc. Re…$385KDob Empire Inc. Retirement PlanDob Empire Inc. Retirement P…$385KNwi Fitness, Inc. Retirement PlanNwi Fitness, Inc. Retirement…$385K
End-of-year total assets ($M) among Wheeler Ventures, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$385K
Net Income-$10K
Employer EIN464524561
Plan Effective Date2014-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Ventures, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$395K 0% vs 2022
2024 filing year
$0.39M$0.39M$0.4M$0.4M$0.41M 202220232024 $0.4M $0.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $395K
2023 1 5 $385K
2024 1 6 $395K

Nearby Profit Sharing Plans in Tennessee

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

Wheeler Ventures, Inc. vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Wheeler Ventures, Inc., Total assets ($M): 0.385 · Participants: 5Wheeler Ventures, Inc.Ballad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Wheeler Ventures, Inc. vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Wheeler Ventures, Inc. side-by-side with 3 peers →

Wheeler Ventures, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Bisek Family Enterprises Inc. Retirement Plan in MN ($385K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($385K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Wheeler Ventures, Inc. assets move in 2023? ▼
Wheeler Ventures, Inc. edged down modestly - down 2.5% during 2023, from $395K to $385K. Reported net income was -$10K.
How have Wheeler Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Ventures, Inc.'s sponsor-wide assets grew 0.0%, from $395K to $395K.
Where does Wheeler Ventures, Inc. rank by assets among Form 5500 filers? ▼
Wheeler Ventures, Inc. ranks in the 16th 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 Wheeler Ventures, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Bisek Family Enterprises Inc. Retirement Plan in MN ($385K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Wheeler Ventures, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 464524561.

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.