Plan Ledger DOL Form 5500 · updated monthly

The Wheeling Corporation401(k)

WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN · BREWSTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Wheeling Corporation reported $105,803 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,061 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 741st-largest of 3,295 plans among Ohio employers on file, and the 422nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,632,098
Participants with balances474
Active participants407
Employer contributions$838,648
Employee contributions$1,629,968
Employer contribution per active participant$2,061
Average account balance$89,941
Benefits paid to participants$1,340,658
Plan auditUnmodified (clean) audit opinion
AuditorBOWERS AND COMPANY CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 474 accts · $839K emplr
2023$36.7M · 450 accts · $748K emplr
2022$32.1M · 433 accts · $798K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,399
Investment management$1,846
Total administrative$105,803
The The Wheeling Corporation 401(k) match · 2024
Employer contribution per active participant$2,061
Median for plans this size$2,416
2024$2,061 per active participant
2023$1,978 per active participant
2022$2,101 per active participant

The Wheeling Corporation's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MML INVESTORS SERVICES LLC$29,558
EMPOWER ADVISORY GROUP, LLC · Investment management$1,846
MMLISindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$105,803 · 0.27%
2023$86,054 · 0.25%
2022$95,716 · 0.28%
Similar plansTransportation & Warehousing · Ohio
World Group LLC OH$75.1M · 0.14%
Parsec, Inc. OH$54.3M
World Shipping, Inc. OH$46.6M · 0.09%
Commuteair LLC OH$43.7M · 0.04%
Dayton-Phoenix Group, Inc. OH$40.9M · 0.27%
Odw Logistics, Inc. OH$38.9M · 0.44%
Mormac Marine Group, Inc. OH$34.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510326386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.