401(k) · DOL Form 5500 · 2024
Wheeler Brothers Grain Company, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $95,371
- Avg per participant Below avg balance/head
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.
- #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.
- #904
- in Agriculture, Forestry & Fishing (1,217 peers)
- +13.4%
- assets growth YoY
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC 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. Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC sits mid-pack in the medium band (181 participants).
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.
DOL schedule card
Filing strip 730564547 · Wheeler Brothers Grain Company, LLC PY 2024 · 401(k)
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC · $17M · 181 · 67th
- 5500 $17M
- ASSETS 181
- PCT 67th
- EIN 401(k)
- RANK near Uh Clinical Associates, LLC 401(k) Retirement Plan
- PHOTO ind #904
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oklahoma →
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 730564547 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheeler Brothers Grain Company, LLC)
Sponsor-wide plan assets over time
All Wheeler Brothers Grain Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 23.41277841740691% vs 2022
- 2024 filing year
| 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.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Uh Clinical Associates, LLC 401(k) Retirement Plan in OH ($17M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Uh Clinical Associates, LLC 401(k) Retirement Plan (OH) $17M · 155
- USA Swimming, Inc. 401(k) Plan (CO) $17M · 90
- Menzner Hardwoods Co. 401(k) Profit Sharing Plan (WI) $17M · 435
- Adrenaline Retirement Savings Plan (NH) $17M · 169
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Bpl Plasma, Inc. & Affiliates 401(k) and Profit (NJ) 181 · 0 off
- Centurion Investments, Inc. 401(k) Plan and Trust (MO) 181 · 0 off
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) 181 · 0 off
- Center Id Corp 401(k) Plan (WA) 181 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.