401(k) · DOL Form 5500 · 2024

Wheeling Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$858K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$214,503
Avg per participant Above avg balance/head
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Official DOL plan name: Wheeling Investments, Inc. 401(k) Plan · Sponsored by Wheeling Investments, Inc. · Arizona · Retail Trade

$858K in assets, 4 participants

Wheeling Investments, Inc.'s Wheeling Investments, Inc. 401(k) Plan reported $858K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,734 in Retail Trade (8,048 peers)

What the 2024 filing shows

Wheeling Investments, Inc. 401(k) Plan holds $858K for 4 participants - about $214,503 per participant, among the smaller plans by assets on file.

#2,734
in Retail Trade (8,048 peers)
+0.5%
assets growth YoY

Wheeling Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Wheeling Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$858,010 22nd percentile higher than 22% 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

Wheeling Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeling Investments, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeling Investments, Inc. 401(k) Plan reported net income fell from $9K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 834142120 · Wheeling Investments, Inc. PY 2024 · 401(k)

Wheeling Investments, Inc. 401(k) Plan · $858K · 4 · 22nd

  • BOY $858K
  • BOY 4
  • BOY 22nd
  • BOY 401(k)
  • BOY near Golden Touch Home Health Retirement Plan
  • BOY ind #2734

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 Retail Trade retirement plans → · Plans in Arizona →

Wheeling Investments, Inc. 401(k) Plan in the asset neighbourhood

Wheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$858KGolden Touch Home Health Retirement PlanGolden Touch Home Health Ret…$858KKalinowski Chiropractic 401(k) PlanKalinowski Chiropractic 401(…$858KKfva Holdings Inc. Retirement PlanKfva Holdings Inc. Retiremen…$858KHigh Flying Foods San Diego Partnership Union 401(k) PlanHigh Flying Foods San Diego …$858K
End-of-year total assets ($M) among Wheeling Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$854K
Net Assets (End of Year)$858K
Net Income$4K
Employer EIN834142120
Plan Effective Date2019-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeling Investments, Inc.)

Sponsor-wide plan assets over time

All Wheeling Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$858K 1.6315343103113347% vs 2022
2024 filing year
$0.83M$0.84M$0.85M$0.86M$0.87M 202220232024 $0.84M $0.86M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 4 $844K
2023 1 4 $854K
2024 1 4 $858K

Nearby 401(k) Plans in Arizona

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

Wheeling Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Wheeling Investments, Inc. 401(k) Plan, Total assets ($B): 0.00085801 · Participants: 4Wheeling Investments, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Wheeling Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Wheeling Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Wheeling Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Golden Touch Home Health Retirement Plan in NY ($858K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($858K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wheeling Investments, Inc. 401(k) Plan assets move in 2024? ▼
Wheeling Investments, Inc. 401(k) Plan held essentially flat - up 0.5% during 2024, from $854K to $858K. Reported net income was $4K.
How have Wheeling Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeling Investments, Inc.'s sponsor-wide assets grew 1.6%, from $844K to $858K.
Where does Wheeling Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Wheeling Investments, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wheeling Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Touch Home Health Retirement Plan in NY ($858K, 4,361 participants).
Which 401(k) plans cover a similar participant headcount to Wheeling Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 834142120.

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.