Profit Sharing · DOL Form 5500 · 2024

Institutional Wholesale Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

N/A
Total assets
196
Participants Below avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Institutional Wholesale Company, Inc. Profit Sharing Plan · Sponsored by Institutional Wholesale Co., Inc. · Tennessee · Wholesale Trade

N/A in assets, 196 participants

Institutional Wholesale Co., Inc.'s Institutional Wholesale Company, Inc. Profit Sharing Plan reported N/A in total assets and 196 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Tennessee

Institutional Wholesale Company, Inc. Profit Sharing Plan covers 196 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: N/A.

-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institutional Wholesale Company, Inc. Profit Sharing Plan 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. Institutional Wholesale Company, Inc. Profit Sharing Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institutional Wholesale Company, Inc. Profit Sharing Plan reported net income fell from $929K in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Institutional Wholesale Company, Inc. Profit Sharing Plan reported participants rose from 191 in the plan year 2023 filing to 196 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620793519 · Institutional Wholesale Co., Inc. PY 2024 · Profit Sharing

Institutional Wholesale Company, Inc. Profit Sharing Plan · N/A · 196

  • ASSETS N/A
  • PCT 196
  • EIN PY 2024
  • RANK Profit Sharing
  • PHOTO near Young Supply Company 401(k) Plan and Trust
  • IND -$6M

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)N/A
Net Income-$6M
Employer EIN620793519
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Wholesale Co., Inc.)

Sponsor-wide plan assets over time

All Institutional Wholesale Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 191 $6M
2024 1 196 N/A

Nearby Profit Sharing Plans in Tennessee

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

Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 5 data points. -20000200040006000 0100200300400500600 Total assets ($M) Participants Ballad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Institutional Wholesale Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Institutional Wholesale Company, Inc. Profit Sharing Plan's closest out-of-state Profit Sharing peers by headcount

Outside Tennessee, the nearest Profit Sharing by covered participants is Young Supply Company 401(k) Plan and Trust in MI (196 participants; this filing: 196 participants).

Similar participant headcount

Nearest other-state filings by covered participants (196 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

Which Profit Sharing plans cover a similar participant headcount to Institutional Wholesale Company, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Young Supply Company 401(k) Plan and Trust in MI (196 participants, N/A in assets).