401(k) · DOL Form 5500 · 2023

Wheat Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
501
Participants Below avg headcount
39th
Percentile by assets National rank
$7,398
Avg per participant Low balance/head
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Official DOL plan name: Wheat Montana 401(k) Plan & Trust · Sponsored by Wheat Holdings, LLC · Utah · Manufacturing

$4M in assets, 501 participants

Wheat Holdings, LLC's Wheat Montana 401(k) Plan & Trust reported $4M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,154 in Manufacturing (18,722 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 $4M / 501 participants.

#4,154
in Manufacturing (18,722 peers)
-6.3%
assets change YoY

The plan reported a net loss of $251K 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's mid-pack asset rank among Manufacturing and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,706,183 39th percentile higher than 39% of 127,068 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 2023

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

Plan-year 2023 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 (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheat Montana 401(k) Plan & Trust reported participants rose from 236 in the plan year 2022 filing to 501 in the plan year 2023 filing.
  • Wheat Montana 401(k) Plan & Trust reported net income rose from -$385K in the plan year 2022 filing to -$251K in the plan year 2023 filing.
  • Wheat Montana 401(k) Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203846202 · Wheat Holdings, LLC PY 2023 · 401(k)

Wheat Montana 401(k) Plan & Trust · $4M · 501 · 39th

  • EBSA $4M
  • PART 501
  • TYPE 39th
  • NET 401(k)
  • BOOK near Kaweah Container 401(k) Plan
  • VS-ST ind #4154

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 Utah →

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

Wheat Montana 401(k) Plan & TrustWheat Montana 401(k) Plan & …$4MKaweah Container 401(k) Plan$4MBrunton Technologies, Inc. 401(k) Profit Sharing Plan & TrustBrunton Technologies, Inc. 4…$4MOak View Farms, L.L.C. 401(k) PlanOak View Farms, L.L.C. 401(k…$4MSoto Law Group, P.a. Retirement PlanSoto Law Group, P.a. Retirem…$4M
End-of-year total assets ($M) among Wheat Montana 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$251K
Employer EIN203846202
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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 Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Wheat Montana 401(k) Plan & Trust, Total assets ($B): 0.003706183 · Participants: 501Wheat Montana 401(k) Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Wheat Montana 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, 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 Utah, the nearest 401(k) by assets is Kaweah Container 401(k) Plan in CA ($4M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Wheat Montana 401(k) Plan & Trust pulled back noticeably - down 6.3% during 2023, from $4M to $4M. Reported net income was -$251K.
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 Kaweah Container 401(k) Plan in CA ($4M, 131 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 Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.