401(k) · DOL Form 5500 · 2022
Wallace Welch & Willingham Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $123,958
- Avg per participant Near avg balance/head
Official DOL plan name: Wallace Welch & Willingham Inc. 401(k) Retirement Plan · Sponsored by Wallace Welch & Willingham Inc. · Florida · Finance & Insurance
$15M in assets, 118 participants
Wallace Welch & Willingham Inc.'s Wallace Welch & Willingham Inc. 401(k) Retirement Plan reported $15M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,263 in Finance & Insurance (9,261 peers)
Coverage in Florida
Wallace Welch & Willingham Inc. 401(k) Retirement Plan covers 118 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $15M.
- #5,263
- in Finance & Insurance (9,261 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wallace Welch & Willingham Inc. 401(k) Retirement Plan's outsized position by total assets
Wallace Welch & Willingham Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,627,075 Top 28% higher than 72% 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
Wallace Welch & Willingham Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallace Welch & Willingham Inc. 401(k) Retirement Plan sits mid-pack in the medium band (118 participants).
Form 5500 schedule snapshot
Filing strip 591203168 · Wallace Welch & Willingham Inc. PY 2022 · 401(k)
Wallace Welch & Willingham Inc. 401(k) Retirement Plan · $15M · 118 · 72nd
- IND $15M
- IND 118
- IND 72nd
- IND 401(k)
- IND near Long View Systems 401(k)Plan
- IND ind #5263
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 Finance & Insurance retirement plans → · Plans in Florida →
Wallace Welch & Willingham Inc. 401(k) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 591203168 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wallace Welch & Willingham Inc.)
Sponsor-wide plan assets over time
All Wallace Welch & Willingham Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $15M |
| 2023 | 1 | 128 | $18M |
| 2024 | 1 | 144 | N/A |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Wallace Welch & Willingham Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Long View Systems 401(k)Plan in CO ($15M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Lumbee Tribe Enterprises, LLC 401(k) Plan (NC) 118 · 0 off
- Bva 401(k) Plan (CA) 118 · 0 off
- Vivax Pros LLC Smart Plan (CO) 118 · 0 off
- Vignet Inc 401(k) Profit Sharing Plan & Trust (VA) 118 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.