401(k) · DOL Form 5500 · 2024

Wheels Financial Group, LLC Dba Loanmart 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 166
Participants Small participant base: 43rd
Percentile by assets National rank: $32,418
Avg per participant Low balance/head

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Official DOL plan name: Loanmart 401(k) Plan · Sponsored by Wheels Financial Group, LLC Dba Loanmart · California · Finance & Insurance

$5M in assets, 166 participants

Wheels Financial Group, LLC Dba Loanmart's Loanmart 401(k) Plan reported $5M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#2,503 in Finance & Insurance (8,549 peers)

Coverage in California

Loanmart 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $5M.

#2,503
in Finance & Insurance (8,549 peers): +19.7%
assets growth YoY

Loanmart 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Loanmart 401(k) Plan vs every filed plan by assets

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

$5,381,444 43rd percentile higher than 43% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Loanmart 401(k) 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. Loanmart 401(k) Plan sits mid-pack in the medium band (166 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Loanmart 401(k) Plan reported net income rose from $634K in the plan year 2023 filing to $883K in the plan year 2024 filing.
Loanmart 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Loanmart 401(k) Plan reported participants fell from 171 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954863389 · Wheels Financial Group, LLC Dba Loanmart PY 2024 · 401(k)

Loanmart 401(k) Plan · $5M · 166 · 43rd

NET $5M
NET 166
NET 43rd
NET 401(k)
NET near Kcl Engineering 401(k) Profit Sharing Plan & Trust
NET ind #2503

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Loanmart 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$883K
Employer EIN	954863389
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wheels Financial Group, LLC Dba Loanmart)

Latest sponsor-wide plan assets: $5M 39.36012024224545% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	181	$4M
2023	1	171	$4M
2024	1	166	$5M

Nearby 401(k) Plans in California

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

Loanmart 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Loanmart 401(k) Plan side-by-side with 3 peers →

Loanmart 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kcl Engineering 401(k) Profit Sharing Plan & Trust in IA ($5M); by covered participants it is Mcree Ford, Inc. Retirement Savings Plan in TX (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Kcl Engineering 401(k) Profit Sharing Plan & Trust (IA) $5M · 83
Rcd, Inc. Employees' 401(k) Plan (VA) $5M · 151
Food Service Holdings 401(k) Plan (CO) $5M · 115
Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan (TX) $5M · 262

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
Mahr Inc. Employees 401(k) Plan (RI) 166 · 0 off
Younique 401(k) Plan (UT) 166 · 0 off
International Management Consultants, Inc. 401(k) Plan (PA) 166 · 0 off

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 Loanmart 401(k) Plan assets move in 2024? ▼

Loanmart 401(k) Plan grew sharply - up 19.7% during 2024, from $4M to $5M. Reported net income was $883K.

How have Wheels Financial Group, LLC Dba Loanmart plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wheels Financial Group, LLC Dba Loanmart's sponsor-wide assets grew 39.4%, from $4M to $5M.

Which 401(k) plans are similar in size to Loanmart 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kcl Engineering 401(k) Profit Sharing Plan & Trust in IA ($5M, 83 participants).

Which 401(k) plans cover a similar participant headcount to Loanmart 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcree Ford, Inc. Retirement Savings Plan in TX (166 participants, $10M 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 954863389.