Department of Labor filing

WHEELER BROTHERS GRAIN COMPANY, LLC

SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC · For the plan year ended Apr 30, 2025

Public filing 2024 · received Jan 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,881

Reported employer contributions per active participant.

Higher than about 89% of comparable plans

#People in the filing

126

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$355 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions89th percentileTypical peer $1,636 · based on 176 comparable plans

Lower reported administrative expense12th percentileTypical peer $127 · based on 184 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Apr 30, 2025, WHEELER BROTHERS GRAIN COMPANY, LLC reported $489,052 in employer contributions across the plan and 126 active participants. That works out to $3,881 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 14.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 35.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $489,052
Participant contributions: $656,052
Other contributions: $121,125
Employer share of reported contributions: 42.7%
Beginning assets: $15,228,459
Ending assets: $17,262,081
Ending net assets: $17,261,958
Ending liabilities: $123
Total income: $2,439,764
Total expenses: $406,150
Administrative expenses: $72,071
Participant loans: $306,908

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,552

2023

$1,771

2024

$3,881

Plan-paid administrative expenses per participant

2022

$550

2023

$305

2024

$355

Active participants

2022

198

2023

181

2024

126

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,881	126	17.3M	20260115101040NAL0018542784001
2023	$1,771	181	15.2M	20250102150130NAL0002270145001
2022	$4,552	198	14M	20240209094318NAL0039899265001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 730564547-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 1984
Industry: Agriculture, forestry, fishing and hunting
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20260115101040NAL0018542784001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗