401(k) · DOL Form 5500 · 2024

Wheeler Consolidated, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
121
Participants Small participant base
69th
Percentile by assets National rank
$156,473
Avg per participant Above avg balance/head
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Official DOL plan name: Wheeler Consolidated, Inc. Profit Sharing and Savings Plan · Sponsored by Wheeler Consolidated, Inc. · Minnesota · Wholesale Trade

$19M in assets, 121 participants

Wheeler Consolidated, Inc.'s Wheeler Consolidated, Inc. Profit Sharing and Savings Plan reported $19M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,936 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan covers 121 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.

#3,936
in Wholesale Trade (6,080 peers)
+13.6%
assets growth YoY

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$18,933,213 Top 31% higher than 69% 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

Wheeler Consolidated, Inc. Profit Sharing and Savings 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. Wheeler Consolidated, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeler Consolidated, Inc. Profit Sharing and Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wheeler Consolidated, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Wheeler Consolidated, Inc. Profit Sharing and Savings Plan reported participants rose from 118 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421256560 · Wheeler Consolidated, Inc. PY 2024 · 401(k)

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan · $19M · 121 · 69th

  • PCT $19M
  • EIN 121
  • RANK 69th
  • PHOTO 401(k)
  • IND near T & R Electric Supply Co. 401(k) Plan
  • EOY ind #3936

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Citi Trends, Inc. 401(k) Profit Sharing PlanCiti Trends, Inc. 401(k) Pro…$19MWheeler Consolidated, Inc. Profit Sharing and Savings PlanWheeler Consolidated, Inc. P…$19MT & R Electric Supply Co. 401(k) PlanT & R Electric Supply Co. 40…$19MInternational Cars, Ltd., Inc. Salary Deferral 401(k) Profit Sharing PlanInternational Cars, Ltd., In…$19MTrident Solutions, Inc. 401(k) Retirement PlanTrident Solutions, Inc. 401(…$19M
End-of-year total assets ($M) among Wheeler Consolidated, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN421256560
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Consolidated, Inc.)

Sponsor-wide plan assets over time

All Wheeler Consolidated, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 42.370688556399415% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.9M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 109 $13M
2023 1 118 $17M
2024 1 121 $19M

Nearby 401(k) Plans in Minnesota

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

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Wheeler Consolidated, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.018933213 · Participants: 121Wheeler Consolidated, Inc. Profit Sharing and Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Wheeler Consolidated, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Wheeler Consolidated, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is T & R Electric Supply Co. 401(k) Plan in SD ($19M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Wheeler Consolidated, Inc. Profit Sharing and Savings Plan assets move in 2024? ▼
Wheeler Consolidated, Inc. Profit Sharing and Savings Plan grew at a solid clip - up 13.6% during 2024, from $17M to $19M. Reported net income was $2M.
How have Wheeler Consolidated, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Consolidated, Inc.'s sponsor-wide assets grew 42.4%, from $13M to $19M.
Which 401(k) plans are similar in size to Wheeler Consolidated, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is T & R Electric Supply Co. 401(k) Plan in SD ($19M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Consolidated, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 421256560.

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.