Other · DOL Form 5500 · 2024

Wheeler Mission Ministries, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
199
Participants Below avg headcount
49th
Percentile by assets National rank
$36,233
Avg per participant Low balance/head
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Official DOL plan name: Wheeler Mission Ministries, Inc. 403(b) Retirement Plan · Sponsored by Wheeler Mission Ministries, Inc. · Indiana · Other Services

$7M in assets, 199 participants

Wheeler Mission Ministries, Inc.'s Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported $7M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,353 in Other Services (7,719 peers)

Coverage in Indiana

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan covers 199 participants in Indiana, about 37% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#5,353
in Other Services (7,719 peers)
+6.7%
assets growth YoY

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$7,210,397 49th percentile higher than 49% 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 Mission Ministries, Inc. 403(b) Retirement 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 Mission Ministries, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $453K in the plan year 2024 filing.
  • Wheeler Mission Ministries, Inc. 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wheeler Mission Ministries, Inc. 403(b) Retirement Plan reported participants rose from 196 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350888771 · Wheeler Mission Ministries, Inc. PY 2024 · Other

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan · $7M · 199 · 49th

  • EBSA $7M
  • PART 199
  • TYPE 49th
  • NET Other
  • BOOK near Brookwood School DC Plan
  • VS-ST ind #5353

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 Other Services retirement plans → · Plans in Indiana →

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in the asset neighbourhood

Wheeler Mission Ministries, Inc. 403(b) Retirement PlanWheeler Mission Ministries, …$7MBrookwood School DC Plan$7M403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.403(b) Tax-Deferred Annuity …$7MArtesia Christian Home 403b PlanArtesia Christian Home 403b …$7M403(b) Thrift Plan of Neighborimpact403(b) Thrift Plan of Neighb…$7M
End-of-year total assets ($M) among Wheeler Mission Ministries, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$453K
Employer EIN350888771
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Mission Ministries, Inc.)

Sponsor-wide plan assets over time

All Wheeler Mission Ministries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.93144986388291% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.84M $7.21M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 170 $5M
2023 1 196 $7M
2024 1 199 $7M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -50005001000 Total assets ($M) Participants Wheeler Mission Ministries, Inc. 403(b) Retirement Plan, Total assets ($M): 7.210397 · Participants: 199Wheeler Mission Ministries, Inc. 403(b) Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Brookwood School DC Plan in GA ($7M); by covered participants it is The Haverford School 403(b) Plan in PA (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Mission Ministries, Inc. 403(b) Retirement Plan assets move in 2024?
Wheeler Mission Ministries, Inc. 403(b) Retirement Plan grew at a solid clip - up 6.7% during 2024, from $7M to $7M. Reported net income was $453K.
How have Wheeler Mission Ministries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wheeler Mission Ministries, Inc.'s sponsor-wide assets grew 48.9%, from $5M to $7M.
Which Other plans are similar in size to Wheeler Mission Ministries, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Brookwood School DC Plan in GA ($7M, 127 participants).
Which Other plans cover a similar participant headcount to Wheeler Mission Ministries, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Haverford School 403(b) Plan in PA (199 participants, $101M in assets).