ESOP · DOL Form 5500 · 2024
Whatever It Takes Transmission & Parts, Inc ESOP
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 743
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $77,475
- Avg per participant Below avg balance/head
Official DOL plan name: Whatever It Takes Transmission & Parts, Inc ESOP · Sponsored by Whatever It Takes Transmission & Parts, Inc · Kentucky · Wholesale Trade
$58M in assets, 743 participants
Whatever It Takes Transmission & Parts, Inc's Whatever It Takes Transmission & Parts, Inc ESOP reported $58M in total assets and 743 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #5,290 in Wholesale Trade (6,080 peers)
Where Whatever It Takes Transmission & Parts, Inc ESOP sits by assets
Whatever It Takes Transmission & Parts, Inc ESOP sits in the top quartile of all filed plans by assets, $58M for 743 participants (~$77,475/participant), up 15.6% in 2024.
- #5,290
- in Wholesale Trade (6,080 peers)
- +15.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Whatever It Takes Transmission & Parts, Inc ESOP's outsized position by total assets
Whatever It Takes Transmission & Parts, Inc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,564,139 Top 14% higher than 86% 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
Whatever It Takes Transmission & Parts, Inc ESOP 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. Whatever It Takes Transmission & Parts, Inc ESOP sits mid-pack in the medium band (743 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whatever It Takes Transmission & Parts, Inc ESOP end-of-year assets rose from $50M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Whatever It Takes Transmission & Parts, Inc ESOP reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Whatever It Takes Transmission & Parts, Inc ESOP reported participants rose from 694 in the plan year 2023 filing to 743 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 611356670 · Whatever It Takes Transmission & Parts, Inc PY 2024 · ESOP
Whatever It Takes Transmission & Parts, Inc ESOP · $58M · 743 · 86th
- ASSETS $58M
- PCT 743
- EIN 86th
- RANK ESOP
- PHOTO near Barr Engineering Co. Employee Stock Ownership Plan
- IND ind #5290
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 What is an ESOP? → · Plans in Kentucky →
Whatever It Takes Transmission & Parts, Inc ESOP in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 611356670 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whatever It Takes Transmission & Parts, Inc)
Sponsor-wide plan assets over time
All Whatever It Takes Transmission & Parts, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 31.867096557799023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,278 | $53M |
| 2023 | 2 | 1,625 | $60M |
| 2024 | 2 | 1,768 | $69M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Whatever It Takes Transmission & Parts, Inc ESOP's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Barr Engineering Co. Employee Stock Ownership Plan in MN ($58M); by covered participants it is Alerus Financial Corporation Employee Stock Owners in ND (744 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (743 participants); asset peers above are excluded.
- Alerus Financial Corporation Employee Stock Owners (ND) 744 · 1 off
- Magnolia Employee Stock Ownership Plan (LA) 745 · 2 off
- M & K Retirement Savings Plan (MI) 746 · 3 off
- Arvig Employee Stock Ownership Plan (MN) 747 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.