401(k) · DOL Form 5500 · 2024
Wheels, LLC 401(k) Plan
Data updated 2026-08-25
- $270M
- Total assets Near avg plan size
- 1,204
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $223,857
- Avg per participant Above avg balance/head
Official DOL plan name: Wheels, LLC Retirement Savings Plan · Sponsored by Wheels, LLC · Illinois · Real Estate
$270M in assets, 1,204 participants
Wheels, LLC's Wheels, LLC Retirement Savings Plan reported $270M in total assets and 1,204 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #4,555 in Real Estate (4,605 peers)
Where Wheels, LLC Retirement Savings Plan sits by assets
Wheels, LLC Retirement Savings Plan sits in the top 5% of all filed plans by assets, $270M for 1,204 participants (~$223,857/participant), up 74.4% in 2024.
- #4,555
- in Real Estate (4,605 peers)
- +74.4%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Wheels, LLC Retirement Savings Plan's outsized position by total assets
Wheels, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,524,108 Top 5% higher than 95% 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
Wheels, LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheels, LLC Retirement Savings Plan lands in the large band (1,204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wheels, LLC Retirement Savings Plan end-of-year assets rose from $155M in the plan year 2023 filing to $270M in the plan year 2024 filing.
- Wheels, LLC Retirement Savings Plan reported participants rose from 812 in the plan year 2023 filing to 1,204 in the plan year 2024 filing.
- Wheels, LLC Retirement Savings Plan reported net income rose from $24M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362317983 · Wheels, LLC PY 2024 · 401(k)
Wheels, LLC Retirement Savings Plan · $270M · 1,204 · 95th
- EBSA $270M
- EBSA 1,204
- EBSA 95th
- EBSA 401(k)
- EBSA near The Colony Group, LLC 401(k) Profit Sharing Plan
- EBSA ind #4555
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 Real Estate retirement plans → · Plans in Illinois →
Wheels, LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $32M |
| Employer EIN | 362317983 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheels, LLC)
Sponsor-wide plan assets over time
All Wheels, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 186.0032005723712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 768 | $94M |
| 2023 | 1 | 812 | $155M |
| 2024 | 1 | 1,204 | $270M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Wheels, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Colony Group, LLC 401(k) Profit Sharing Plan in MA ($269M); by covered participants it is Gemini Group Employees' 401(k) Savings Plan in MI (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270M here).
- The Colony Group, LLC 401(k) Profit Sharing Plan (MA) $269M · 370
- Creative Planning Companies Employer Retirement Contribution Plan (KS) $270M · 2,098
- Swbg, LLC 401(k) Plan (FL) $269M · 13,883
- Osi Systems, Inc. 401(k) Savings Plan (CA) $270M · 1,644
Similar participant headcount
Nearest other-state filings by covered participants (1,204 participants); asset peers above are excluded.
- Gemini Group Employees' 401(k) Savings Plan (MI) 1,204 · 0 off
- Palacios Marine and Industrial Coatings 401(k) Plan (TX) 1,204 · 0 off
- Fashion Nova, Inc. 401(k) Plan & Trust (CA) 1,204 · 0 off
- Family First Homecare 401(k) Plan (FL) 1,204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.