ESOP · DOL Form 5500 · 2024

Wheaton Van Lines, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
108
Participants Small participant base
74th
Percentile by assets National rank
$232,018
Avg per participant Above avg balance/head
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Official DOL plan name: Wheaton Van Lines, Inc. Employee Stock Ownership Plan · Sponsored by Wheaton Van Lines, Inc. · Indiana · Transportation & Warehousing

$25M in assets, 108 participants

Wheaton Van Lines, Inc.'s Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported $25M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,448 in Transportation & Warehousing (3,299 peers)

Coverage in Indiana

Wheaton Van Lines, Inc. Employee Stock Ownership Plan covers 108 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $25M.

#2,448
in Transportation & Warehousing (3,299 peers)
-14.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheaton Van Lines, Inc. Employee Stock Ownership Plan's outsized position by total assets

Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,057,900 Top 26% higher than 74% 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

Wheaton Van Lines, Inc. Employee Stock Ownership 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. Wheaton Van Lines, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Wheaton Van Lines, Inc. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Wheaton Van Lines, Inc. Employee Stock Ownership Plan reported participants fell from 118 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 350795042 · Wheaton Van Lines, Inc. PY 2024 · ESOP

Wheaton Van Lines, Inc. Employee Stock Ownership Plan · $25M · 108 · 74th

  • NET $25M
  • NET 108
  • NET 74th
  • NET ESOP
  • NET near Underground Systems, Inc. Employee Stock Ownership Plan
  • NET ind #2448

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 What is an ESOP? → · Plans in Indiana →

Wheaton Van Lines, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Metroconnections, Inc. Employee Stock Ownership Plan and TrustMetroconnections, Inc. Emplo…$25MWheaton Van Lines, Inc. Employee Stock Ownership PlanWheaton Van Lines, Inc. Empl…$25MUnderground Systems, Inc. Employee Stock Ownership PlanUnderground Systems, Inc. Em…$25MBarr & Barr, Inc. Employee Stock Ownership PlanBarr & Barr, Inc. Employee S…$25MZink Foodservice Group, Inc. Employee Stock Ownership Plan and TrustZink Foodservice Group, Inc.…$25M
End-of-year total assets ($M) among Wheaton Van Lines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN350795042
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheaton Van Lines, Inc.)

Sponsor-wide plan assets over time

All Wheaton Van Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 7.116690927386807% vs 2022
2024 filing year
$54M$56M$58M$60M 202220232024 $59.5M $55.3M ▼ -7.1%
Year Plans Participants Total Assets
2022 2 248 $60M
2023 2 243 $57M
2024 2 222 $55M

Nearby ESOP Plans in Indiana

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

Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Wheaton Van Lines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0250579 · Participants: 108Wheaton Van Lines, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Wheaton Van Lines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Wheaton Van Lines, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Wheaton Van Lines, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Underground Systems, Inc. Employee Stock Ownership Plan in CT ($25M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Wheaton Van Lines, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Wheaton Van Lines, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.3% during 2024, from $29M to $25M. Reported net income was -$4M.
How have Wheaton Van Lines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheaton Van Lines, Inc.'s sponsor-wide assets declined 7.1%, from $60M to $55M.
Which ESOP plans are similar in size to Wheaton Van Lines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Underground Systems, Inc. Employee Stock Ownership Plan in CT ($25M, 41 participants).
Which ESOP plans cover a similar participant headcount to Wheaton Van Lines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (108 participants, $3M 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 350795042.

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.