401(k) · DOL Form 5500 · 2022

Estes & Walcott 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
43rd
Percentile by assets National rank
$564,050
Avg per participant High balance/head
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Official DOL plan name: Estes & Walcott, Inc. 401(k) Plan · Sponsored by Estes & Walcott · Georgia · Professional & Technical Services

$3M in assets, 6 participants

Estes & Walcott's Estes & Walcott, Inc. 401(k) Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,628 in Professional & Technical Services (21,562 peers)

Estes & Walcott multi-year trail

Estes & Walcott's plans moved +38.3% in assets from 2022 to 2023; this filing shows Estes & Walcott, Inc. 401(k) Plan at $3M / 6 participants.

#8,628
in Professional & Technical Services (21,562 peers)
-28.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Estes & Walcott, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Estes & Walcott, Inc. 401(k) Plan vs every filed plan by assets

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

$3,384,298 43rd percentile higher than 43% 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

Estes & Walcott, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estes & Walcott, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 203807867 · Estes & Walcott PY 2022 · 401(k)

Estes & Walcott, Inc. 401(k) Plan · $3M · 6 · 43rd

  • TYPE $3M
  • NET 6
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Nuwest Group Holdings, LLC 401(k) Profit Sharing Plan
  • SCH ind #8628

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 Georgia →

Estes & Walcott, Inc. 401(k) Plan in the asset neighbourhood

Estes & Walcott, Inc. 401(k) PlanEstes & Walcott, Inc. 401(k)…$3MNuwest Group Holdings, LLC 401(k) Profit Sharing PlanNuwest Group Holdings, LLC 4…$3MMoody's Electric, Inc. 401(k) PlanMoody's Electric, Inc. 401(k…$3MTriple V, Inc. Profit Sharing 401(k) PlanTriple V, Inc. Profit Sharin…$3MAccent Plastic & Reconstructive Surgery 401(k) PlanAccent Plastic & Reconstruct…$3M
End-of-year total assets ($M) among Estes & Walcott, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Estes & Walcott multi-year asset trail

Sponsor-wide plan assets over time

All Estes & Walcott plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.28084879050249% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M$5M 20222023 $3.38M $4.68M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 7 $5M

Estes & Walcott filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN203807867
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Estes & Walcott, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Estes & Walcott, Inc. 401(k) Plan, Total assets ($B): 0.003384298 · Participants: 6Estes & Walcott, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Estes & Walcott, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Estes & Walcott, Inc. 401(k) Plan side-by-side with 3 peers →

Estes & Walcott, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nuwest Group Holdings, LLC 401(k) Profit Sharing Plan in WA ($3M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Estes & Walcott, Inc. 401(k) Plan assets move in 2022? ▼
Estes & Walcott, Inc. 401(k) Plan declined sharply - down 28.5% during 2022, from $5M to $3M. Reported net income was -$1M.
How have Estes & Walcott plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Estes & Walcott's sponsor-wide assets grew 38.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Estes & Walcott, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuwest Group Holdings, LLC 401(k) Profit Sharing Plan in WA ($3M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Estes & Walcott, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 203807867.

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.