401(k) · DOL Form 5500 · 2022
Waltz Engineering, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $222,740
- Avg per participant Above avg balance/head
Official DOL plan name: Waltz Engineering, Inc. 401(k) Retirement Plan · Sponsored by Waltz Engineering, Inc. · Hawaii · Construction
$3M in assets, 12 participants
Waltz Engineering, Inc.'s Waltz Engineering, Inc. 401(k) Retirement Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #3,619 in Construction (9,927 peers)
Waltz Engineering, Inc. multi-year trail
Waltz Engineering, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Waltz Engineering, Inc. 401(k) Retirement Plan at $3M / 12 participants.
- #3,619
- in Construction (9,927 peers)
- -16.2%
- assets change YoY
The plan reported a net loss of $517K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waltz Engineering, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers
Waltz Engineering, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,672,874 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waltz Engineering, Inc. 401(k) 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. Waltz Engineering, Inc. 401(k) Retirement Plan is a small filing (12 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 990251116 · Waltz Engineering, Inc. PY 2022 · 401(k)
Waltz Engineering, Inc. 401(k) Retirement Plan · $3M · 12 · 38th
- 5500 $3M
- 5500 12
- 5500 38th
- 5500 401(k)
- 5500 near Im Branded 401(k) Plan
- 5500 ind #3619
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 Construction retirement plans → · Plans in Hawaii →
Waltz Engineering, Inc. 401(k) Retirement Plan in the asset neighbourhood
Waltz Engineering, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Waltz Engineering, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 36.10682733267636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $3M |
| 2023 | 1 | 11 | $3M |
| 2024 | 1 | 11 | $4M |
Waltz Engineering, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$517K |
| Employer EIN | 990251116 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.3B · 8,104
- Bank of Hawaii Retirement Savings Plan $679M · 2,022
- Hawaiian Electric Industries Retirement Savings Plan $621M · 2,630
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $460M · 856
- Kamehameha Schools 401(k) Retirement Savings Plan $456M · 2,997
Waltz Engineering, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Im Branded 401(k) Plan in MI ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Im Branded 401(k) Plan (MI) $3M · 116
- Brock Associates 401(k) Savings Plan (WI) $3M · 12
- Employee Benefit Plan of Candelen, Inc. (AZ) $3M · 110
- Share House 401(k) Plan (ND) $3M · 113
Similar participant headcount
Nearest other-state filings by covered participants (12 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.