Other · DOL Form 5500 · 2022

James H Walker Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
37th
Percentile by assets National rank
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Official DOL plan name: James H Walker Keogh Plan · Sponsored by James H Walker · Mississippi · Professional & Technical Services

$3M in assets, N/A participants

James H Walker's James H Walker Keogh Plan reported $3M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,370 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

James H Walker Keogh Plan holds $3M for N/A participants, in the lower half of filed plans by assets.

#7,370
in Professional & Technical Services (21,562 peers)
-0.5%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James H Walker Keogh Plan's mid-pack asset rank among Professional & Technical Services and all filers

James H Walker Keogh Plan vs every filed plan by assets

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

$2,502,398 37th percentile higher than 37% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 640713970 · James H Walker PY 2022 · Other

James H Walker Keogh Plan · $3M · N/A · 37th

  • EIN $3M
  • EIN N/A
  • EIN 37th
  • EIN Other
  • EIN near Rappahannock Goodwill Industries, Inc. Retirement Plan
  • EIN ind #7370

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

James H Walker Keogh Plan in the asset neighbourhood

Actors Theatre 403(b) Plan$3MJames H Walker Keogh Plan$3MRappahannock Goodwill Industries, Inc. Retirement PlanRappahannock Goodwill Indust…$3MHanson Agg East Suppl Ret Fund PlHanson Agg East Suppl Ret Fu…$2MAndrews School Tiaa-Cref Tax Deferred Supplemental Retirement AnnuitiesAndrews School Tiaa-Cref Tax…$2M
End-of-year total assets ($M) among James H Walker Keogh Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$12K
Employer EIN640713970
Plan Effective Date1984-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (James H Walker)

Sponsor-wide plan assets over time

All James H Walker plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.7177115710610382% vs 2022
2023 filing year
$2.47M$2.48M$2.49M$2.5M$2.51M 20222023 $2.5M $2.48M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 N/A $3M
2023 1 N/A $2M

Nearby Other Plans in Mississippi

Peer Other plans, same state, same plan type, ranked by total assets.

James H Walker Keogh Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants James H Walker Keogh Plan, Total assets ($M): 2.502398 · Participants: 0James H Walker Keogh PlanNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 340.09792 · Participants: 7169North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 46.925614 · Participants: 711Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 36.51949 · Participants: 702King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 28.87092 · Participants: 1475Anderson Regional Medical Center 403(b) PlanMadison Ridgeland Academy 403(b) DC Plan, Total assets ($M): 11.196619 · Participants: 206Madison Ridgeland Academy 403(b) DC Plan
James H Walker Keogh Plan vs. nearby Other plans in Mississippi, assets vs. participants

James H Walker Keogh Plan's closest out-of-state Other peers by assets

Outside Mississippi, the nearest Other by end-of-year assets is Rappahannock Goodwill Industries, Inc. Retirement Plan in VA at $3M (this filing: $3M).

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 James H Walker Keogh Plan assets move in 2022?
James H Walker Keogh Plan held essentially flat - down 0.5% during 2022, from $3M to $3M. Reported net income was -$12K.
How have James H Walker plan assets changed over time?
Across 2 plan years on file (2022-2023), James H Walker's sponsor-wide assets declined 0.7%, from $3M to $2M.
Which Other plans are similar in size to James H Walker Keogh Plan?
Among Other plans in other states, the closest by assets is Rappahannock Goodwill Industries, Inc. Retirement Plan in VA ($3M, 387 participants).