ESOP · DOL Form 5500 · 2024
Wheaton Van Lines, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 108
- Participants
- 74th
- Percentile by assets
- $232,018
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $25M
- total plan assets (2024 EOY)
- 108
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $232,018
- avg assets per participant
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.
Where Wheaton Van Lines, Inc. Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Wheaton Van Lines, Inc. Employee Stock Ownership Plan reports 108 participants - about 20% of that state average ($25M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 350795042 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton Van Lines, Inc.)
| 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
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Wheaton Van Lines, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Wheaton Van Lines, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Wheaton Van Lines, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Wheaton Van Lines, Inc.'s sponsor-wide assets have declined 7.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans