401(k) · DOL Form 5500 · 2024

Wheel Health Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 112
Participants Small participant base: 42nd
Percentile by assets National rank: $43,745
Avg per participant Low balance/head

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Official DOL plan name: Wheel Health 401(k) Plan · Sponsored by Wheel Health Inc. · Texas · Healthcare & Social Assistance

$5M in assets, 112 participants

Wheel Health Inc.'s Wheel Health 401(k) Plan reported $5M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#7,550 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Wheel Health 401(k) Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#7,550
in Healthcare & Social Assistance (16,916 peers): +20.5%
assets growth YoY

Wheel Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wheel Health 401(k) Plan vs every filed plan by assets

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

$4,899,446 42nd percentile higher than 42% 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

Wheel Health 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. Wheel Health 401(k) Plan sits mid-pack in the medium band (112 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%)

Wheel Health 401(k) Plan reported participants fell from 205 in the plan year 2023 filing to 112 in the plan year 2024 filing.
Wheel Health 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822819397 · Wheel Health Inc. PY 2024 · 401(k)

Wheel Health 401(k) Plan · $5M · 112 · 42nd

ASSETS $5M
PCT 112
EIN 42nd
RANK 401(k)
PHOTO near Azad, Inc. 401(k) Plan
IND ind #7550

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$832K
Employer EIN	822819397
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wheel Health Inc.)

Latest sponsor-wide plan assets: $5M 51.64554015749396% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	132	$3M
2023	1	205	$4M
2024	1	112	$5M

Nearby 401(k) Plans in Texas

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

Wheel Health 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

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

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

Outside Texas, the nearest 401(k) by assets is Azad, Inc. 401(k) Plan in OR ($5M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Azad, Inc. 401(k) Plan (OR) $5M · 30
Natural Delights 401(k) Plan (AZ) $5M · 447
Ohio Chest Physicians, Ltd. 401(k) Profit Sharing Plan (OH) $5M · 37
Gms 401(k) Plan (OH) $5M · 39

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

Wiseway LLC 401(k) Profit Sharing Plan (KY) 112 · 0 off
Ellicott Dredge Group Plan (WI) 112 · 0 off
Cascade Auto Center 401(k) Plan (WA) 112 · 0 off
Washman LLC 401(k) Plan (OR) 112 · 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 Wheel Health 401(k) Plan assets move in 2024? ▼

Wheel Health 401(k) Plan grew sharply - up 20.5% during 2024, from $4M to $5M. Reported net income was $832K.

How have Wheel Health Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wheel Health Inc.'s sponsor-wide assets grew 51.6%, from $3M to $5M.

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

Among 401(k) plans in other states, the closest by assets is Azad, Inc. 401(k) Plan in OR ($5M, 30 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 822819397.