How big is Wheeler Limited Partnership's plan?

Wheeler Limited Partnership's plan reported $1.6M in assets and 1 participants for 2024.

Original filing (PDF)20250806160009NAL0001774387001

Wheeler Limited Partnership

Name: Wheeler Limited Partnership — Wheeler Limited, Form 5500 (2024)
Creator: Wheeler Limited Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler Limited Partnership Profit Sharing Plan and 401(k) Plan

401(k) retirement plan · Wheeler Limited Partnership's Wheeler Limited Partnership Profit Sharing Plan and 401(k) Plan held $1.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Wheeler Limited Partnership's EIN is 88-0429775.

EIN 88-0429775

Plan number 001

Plan year 2024

ACK ID 20250806160009NAL0001774387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler Limited Partnership's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER LIMITED PARTNERSHIP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WHEELER LIMITED PARTNERSHIP

EIN

all filings

Address

5060 CALIFORNIA AVE. SUITE 800 · BAKERSFIELD, CA · 93309

Phone

(661) 836-2184

Industry

Construction

Plan administrator