401(k) · DOL Form 5500 · 2024

Wheat Holdings, LLC. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
138
Participants Small participant base
33rd
Percentile by assets National rank
$19,173
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheat Montana 401(k) Plan & Trust · Sponsored by Wheat Holdings, LLC. · Montana · Manufacturing

$3M in assets, 138 participants

Wheat Holdings, LLC.'s Wheat Montana 401(k) Plan & Trust reported $3M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,913 in Manufacturing (17,777 peers)

Wheat Holdings, LLC. multi-year trail

Wheat Holdings, LLC.'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Wheat Montana 401(k) Plan & Trust at $3M / 138 participants.

#2,913
in Manufacturing (17,777 peers)
-26.0%
assets change YoY

The plan reported a net loss of $931K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheat Montana 401(k) Plan & Trust among the smaller filed plans by assets

Wheat Montana 401(k) Plan & Trust vs every filed plan by assets

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

$2,645,867 33rd percentile higher than 33% 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

Wheat Montana 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheat Montana 401(k) Plan & Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheat Montana 401(k) Plan & Trust reported net income fell from -$251K in the plan year 2023 filing to -$931K in the plan year 2024 filing.
  • Wheat Montana 401(k) Plan & Trust reported participants fell from 501 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Wheat Montana 401(k) Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203846202 · Wheat Holdings, LLC. PY 2024 · 401(k)

Wheat Montana 401(k) Plan & Trust · $3M · 138 · 33rd

  • IND $3M
  • IND 138
  • IND 33rd
  • IND 401(k)
  • IND near Rmrk Enterprises Inc. Retirement Plan
  • IND ind #2913

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 Manufacturing retirement plans → · Plans in Montana →

Wheat Montana 401(k) Plan & Trust in the asset neighbourhood

Wheat Montana 401(k) Plan & TrustWheat Montana 401(k) Plan & …$3MRmrk Enterprises Inc. Retirement PlanRmrk Enterprises Inc. Retire…$3MAcoustical Ceilings Inc. 401(k) Profit Sharing PlanAcoustical Ceilings Inc. 401…$3MFetch Package 401(k) Plan$3MBalfour Payroll, LLC 401(k) PlanBalfour Payroll, LLC 401(k) …$3M
End-of-year total assets ($M) among Wheat Montana 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wheat Holdings, LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Wheat Holdings, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.13387897078617% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.96M $2.65M ▼ -33.1%
Year Plans Participants Total Assets
2022 1 236 $4M
2023 1 501 $4M
2024 1 138 $3M

Wheat Holdings, LLC. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$931K
Employer EIN203846202
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Wheat Montana 401(k) Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Wheat Montana 401(k) Plan & Trust, Total assets ($M): 2.645867 · Participants: 138Wheat Montana 401(k) Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Wheat Montana 401(k) Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Wheat Montana 401(k) Plan & Trust side-by-side with 3 peers →

Wheat Montana 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Rmrk Enterprises Inc. Retirement Plan in TX ($3M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Wheat Montana 401(k) Plan & Trust assets move in 2024? ▼
Wheat Montana 401(k) Plan & Trust declined sharply - down 26.0% during 2024, from $4M to $3M. Reported net income was -$931K.
How have Wheat Holdings, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheat Holdings, LLC.'s sponsor-wide assets declined 33.1%, from $4M to $3M.
Which 401(k) plans are similar in size to Wheat Montana 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rmrk Enterprises Inc. Retirement Plan in TX ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Wheat Montana 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 203846202.

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.