Plan5500

Wheaton Van Lines, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wheaton Van Lines, Inc. (EIN 35-0795042) is a plan sponsor located in Indianapolis, IN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-0795042
Location
Indianapolis, IN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wheaton Van Lines, Inc.

  • 3 loaded plans hold $56.5M in reported assets.
  • The largest, Wheaton Van Lines, Inc. Employee Stock Ownership Plan, holds 52% of this company's reported plan assets.
  • Plans cover 398 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.5MSummed across loaded plans$56,506,609
Total reported assets$56.5M$56,512,781
Total reported participants398
Total reported liabilities$6.2K$6,172

Reported net position

Reported assets = net assets + liabilities (summed)$56.5M total assets
Net assets$56.5MLiabilities$6.2K
Contributions & income
Employer contributions$396.4K
Participant contributions$739.5K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.4M
Net increase / (decrease)-$3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Wheaton Van Lines, Inc. Employee Stock Ownership Plan
Participants per plan133Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Wheaton Van Lines, Inc. Employee Stock Ownership Plan$29.2M
    Plan #002 · 132 participants · 2023
  2. 2
    Wheaton Van Lines, Inc. & Subsidiaries 401(K) Plan$27.3M
    Plan #003 · 157 participants · 2023
  3. 3
    Wheaton Van Lines Employees Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wheaton Van Lines, Inc.. Open one for its full reported snapshot.

  1. 2023
    Wheaton Van Lines Employees Health & Welfare Plan109 participants · 2No schedules
    View filing →
  2. 2023
    Wheaton Van Lines, Inc. Employee Stock Ownership Plan132 participants · 2Sch H
    View filing →
  3. 2023
    Wheaton Van Lines, Inc. & Subsidiaries 401(K) Plan157 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wheaton Van Lines, Inc. report on Form 5500?
Wheaton Van Lines, Inc. (EIN 35-0795042) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wheaton Van Lines, Inc.?
The Employer Identification Number (EIN) reported for Wheaton Van Lines, Inc. is 35-0795042.
What is the latest Form 5500 filing year for Wheaton Van Lines, Inc.?
The latest loaded Form 5500 filing year for Wheaton Van Lines, Inc. is 2023.

Related Form 5500 pages