401(k) · DOL Form 5500 · 2024

Wheeler Brothers Grain Company, LLC 401(k) Plan

Data updated 2026-08-11

$17M
Total assets
181
Participants
67th
Percentile by assets
$95,371
Avg per participant
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Official DOL plan name: Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC · Sponsored by Wheeler Brothers Grain Company, LLC · Oklahoma · Agriculture, Forestry & Fishing

$17M in assets, 181 participants

Wheeler Brothers Grain Company, LLC's Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported $17M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • 67th percentile by assets (of 123,622 plans)
  • #904 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Oklahoma

Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC covers 181 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
181
covered participants
67th
percentile by assets (of 123,622 plans)
$95,371
avg assets per participant

Where Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC sits by total assets

Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC vs every filed plan by assets

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

$17,262,081 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reported participants fell from 198 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC reports 181 participants - about 24% of that state average ($17M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN730564547
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Brothers Grain Company, LLC)

$13M$14M$15M$16M$17M$18M 202220232024 $14M $17.3M ▲ +23.4%
Total plan assets by year, all Wheeler Brothers Grain Company, LLC plans on file
Year Plans Participants Total Assets
2022 1 135 $14M
2023 1 198 $15M
2024 1 181 $17M

Nearby 401(k) Plans in Oklahoma

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

Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Savings Incentive Pl…Quiktrip Corporation…The Williams Investm…Oneok, Inc. 401(k) P…Bok Financial 401(k)…Devon Energy Corpora…
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC by total assets, not by location.

Frequently Asked Questions

How did Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC assets move in 2024?
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC grew at a solid clip - up 13.4% during 2024, from $15M to $17M. Reported net income was $2M.
How have Wheeler Brothers Grain Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Wheeler Brothers Grain Company, LLC's sponsor-wide assets grew 23.4%, from $14M to $17M.
Which 401(k) plans are similar in size to Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC?
Among 401(k) plans in other states, the closest by assets is Uh Clinical Associates, LLC 401(k) Retirement Plan in OH ($17M, 155 participants).

Next read for Savings Incentive Plan for Employees of …

Filing takeaways

Ways to act on Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC's numbers.