401(k) · DOL Form 5500 · 2022
Wallace & Toney Valuation Advisors Inc 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · Sponsored by Wallace & Toney Valuation Advisors Inc · California · Professional & Technical Services
$6M in assets, 6 participants
Wallace & Toney Valuation Advisors Inc's Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported $6M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #11,359 in Professional & Technical Services (21,562 peers)
Wallace & Toney Valuation Advisors Inc multi-year trail
Wallace & Toney Valuation Advisors Inc's plans moved -19.4% in assets from 2022 to 2024; this filing shows Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan at $6M / 6 participants.
- #11,359
- in Professional & Technical Services (21,562 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $720K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,095,011 Top 45% higher than 55% 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 & Toney Valuation Advisors Inc 401(k) Profit Sharing 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. Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 680070035 · Wallace & Toney Valuation Advisors Inc PY 2022 · 401(k)
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · $6M · 6 · 55th
- PHOTO $6M
- IND 6
- EOY 55th
- 5500 401(k)
- ASSETS near Kdcpr Retirement Plan & Trust
- PCT ind #11359
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 California →
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Wallace & Toney Valuation Advisors Inc multi-year asset trail
Sponsor-wide plan assets over time
All Wallace & Toney Valuation Advisors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.35525629075977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $6M |
| 2023 | 1 | 8 | $7M |
| 2024 | 1 | 4 | $5M |
Wallace & Toney Valuation Advisors Inc filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$720K |
| Employer EIN | 680070035 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kdcpr Retirement Plan & Trust in TX ($6M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Kdcpr Retirement Plan & Trust (TX) $6M · 169
- The Safe Harbor 401(k) Plan (MN) $6M · 109
- Resicap 401(k) Plan (GA) $6M · 256
- Berger Rental Communities 401(k) Profit Sharing Plan (PA) $6M · 237
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.