401(k) · DOL Form 5500 · 2022

Waller Investments, Co. 401(k) Plan

Data updated 2026-08-25

$909K
Total assets Small plan by assets
20
Participants Small participant base
24th
Percentile by assets National rank
$45,445
Avg per participant Low balance/head
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Official DOL plan name: Waller Investments, Co. Retirement Plan · Sponsored by Waller Investments, Co. · Pennsylvania · Other Services

$909K in assets, 20 participants

Waller Investments, Co.'s Waller Investments, Co. Retirement Plan reported $909K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,975 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Waller Investments, Co. Retirement Plan ranks #3,975 of 8,398 2022 filers by assets (2208% of the sector average)-$909K for 20 participants.

#3,975
in Other Services (8,398 peers)
+106.5%
assets growth YoY

Waller Investments, Co. Retirement Plan among the smaller filed plans by assets

Waller Investments, Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$908,904 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Waller Investments, Co. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waller Investments, Co. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 820649954 · Waller Investments, Co. PY 2022 · 401(k)

Waller Investments, Co. Retirement Plan · $909K · 20 · 24th

  • BOOK $909K
  • BOOK 20
  • BOOK 24th
  • BOOK 401(k)
  • BOOK near J. Russell Kitchen & Restaurant Supply Company 401(k) Plan
  • BOOK ind #3975

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 Other Services retirement plans → · Plans in Pennsylvania →

Waller Investments, Co. Retirement Plan in the asset neighbourhood

Waller Investments, Co. Retirement PlanWaller Investments, Co. Reti…$909KJ. Russell Kitchen & Restaurant Supply Company 401(k) PlanJ. Russell Kitchen & Restaur…$909KPatterson Precision Manufacturing, Inc. 401(k) PlanPatterson Precision Manufact…$909KCopper Scroll, Inc. 401(k) PlanCopper Scroll, Inc. 401(k) P…$909KCarpenter Financial Group, Inc. 401(k) Plan & TrustCarpenter Financial Group, I…$909K
End-of-year total assets ($M) among Waller Investments, Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)$909K
Net Income$469K
Employer EIN820649954
Plan Effective Date2017-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Waller Investments, Co.)

Sponsor-wide plan assets over time

All Waller Investments, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 75.13147703167772% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.91M $1.59M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 20 $909K
2023 1 20 $1M
2024 1 33 $2M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Waller Investments, Co. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Waller Investments, Co. Retirement Plan, Total assets ($B): 0.000908904 · Participants: 20Waller Investments, Co. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Waller Investments, Co. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Waller Investments, Co. Retirement Plan side-by-side with 3 peers →

Waller Investments, Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is J. Russell Kitchen & Restaurant Supply Company 401(k) Plan in LA ($909K); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waller Investments, Co. Retirement Plan assets move in 2022? ▼
Waller Investments, Co. Retirement Plan surged - up 106.5% during 2022, from $440K to $909K. Reported net income was $469K.
How have Waller Investments, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waller Investments, Co.'s sponsor-wide assets grew 75.1%, from $909K to $2M.
Where does Waller Investments, Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Waller Investments, Co. Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Waller Investments, Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. Russell Kitchen & Restaurant Supply Company 401(k) Plan in LA ($909K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Waller Investments, Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820649954.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.