401(k) · DOL Form 5500 · 2024

Wholesale Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
46th
Percentile by assets National rank
$305,121
Avg per participant High balance/head
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Official DOL plan name: Wholesale Management 401(k) Profit Sharing Plan · Sponsored by Wholesale Management, Inc. · California · Management of Enterprises

$6M in assets, 20 participants

Wholesale Management, Inc.'s Wholesale Management 401(k) Profit Sharing Plan reported $6M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #351 in Management of Enterprises (1,133 peers)

Wholesale Management, Inc. multi-year trail

Wholesale Management, Inc.'s plans moved +53.3% in assets from 2022 to 2024; this filing shows Wholesale Management 401(k) Profit Sharing Plan at $6M / 20 participants.

#351
in Management of Enterprises (1,133 peers)
+20.4%
assets growth YoY

Wholesale Management 401(k) Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

Wholesale Management 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,102,424 46th percentile higher than 46% 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

Wholesale Management 401(k) Profit Sharing 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. Wholesale Management 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wholesale Management 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Wholesale Management 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wholesale Management 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954890931 · Wholesale Management, Inc. PY 2024 · 401(k)

Wholesale Management 401(k) Profit Sharing Plan · $6M · 20 · 46th

  • SCH $6M
  • EBSA 20
  • PART 46th
  • TYPE 401(k)
  • NET near Healthier You, Financial Wellness 401(k) Plan
  • BOOK ind #351

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 Management of Enterprises retirement plans → · Plans in California →

Wholesale Management 401(k) Profit Sharing Plan in the asset neighbourhood

Wholesale Management 401(k) Profit Sharing PlanWholesale Management 401(k) …$6MHealthier You, Financial Wellness 401(k) PlanHealthier You, Financial Wel…$6MCoastal Pediatric Associates, PA Profit Sharing 401(k) PlanCoastal Pediatric Associates…$6MOphthalmology, P.a. Employees' 401(k) Profit Sharing PlanOphthalmology, P.a. Employee…$6MBoostability 401(k) Plan$6M
End-of-year total assets ($M) among Wholesale Management 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wholesale Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wholesale Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.29784767392582% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.1M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 15 $5M
2024 1 20 $6M

Wholesale Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN954890931
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wholesale Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wholesale Management 401(k) Profit Sharing Plan, Total assets ($B): 0.006102424 · Participants: 20Wholesale Management 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wholesale Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wholesale Management 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wholesale Management 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healthier You, Financial Wellness 401(k) Plan in MN ($6M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Wholesale Management 401(k) Profit Sharing Plan assets move in 2024? ▼
Wholesale Management 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2024, from $5M to $6M. Reported net income was $1M.
How have Wholesale Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholesale Management, Inc.'s sponsor-wide assets grew 53.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Wholesale Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthier You, Financial Wellness 401(k) Plan in MN ($6M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Wholesale Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 954890931.

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.