401(k) · DOL Form 5500 · 2022

M. S. Walker, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
498
Participants Below avg headcount
88th
Percentile by assets National rank
$98,267
Avg per participant Below avg balance/head
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Official DOL plan name: M.S. Walker Retirement Trust · Sponsored by M. S. Walker, Inc. · Massachusetts · Manufacturing

$49M in assets, 498 participants

M. S. Walker, Inc.'s M.S. Walker Retirement Trust reported $49M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,917 in Manufacturing (20,602 peers)

Where M.S. Walker Retirement Trust sits by assets

M.S. Walker Retirement Trust sits in the top quartile of all filed plans by assets, $49M for 498 participants (~$98,267/participant), down 15.4% in 2022.

#16,917
in Manufacturing (20,602 peers)
-15.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M.S. Walker Retirement Trust's outsized position by total assets

M.S. Walker Retirement Trust vs every filed plan by assets

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

$48,936,976 Top 12% higher than 88% 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

M.S. Walker Retirement Trust 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. M.S. Walker Retirement Trust sits mid-pack in the medium band (498 participants).

Published 5500 schedule card

Filing strip 041941600 · M. S. Walker, Inc. PY 2022 · 401(k)

M.S. Walker Retirement Trust · $49M · 498 · 88th

  • EBSA $49M
  • PART 498
  • TYPE 88th
  • NET 401(k)
  • BOOK near Icr, Inc. Retirement Trust
  • VS-ST ind #16917

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 Manufacturing retirement plans → · Plans in Massachusetts →

M.S. Walker Retirement Trust in the asset neighbourhood

M.S. Walker Retirement Trust$49MIcr, Inc. Retirement Trust$49MCassens Retirement Plan$49MPinterest 401(k) Plan$49MWenger Manufacturing, LLC 401(k) PlanWenger Manufacturing, LLC 40…$49M
End-of-year total assets ($M) among M.S. Walker Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$49M
Net Income-$9M
Employer EIN041941600
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. S. Walker, Inc.)

Sponsor-wide plan assets over time

All M. S. Walker, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 26.94670998878231% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.9M $62.1M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 498 $49M
2023 1 509 $58M
2024 1 547 $62M

Nearby 401(k) Plans in Massachusetts

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

M.S. Walker Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants M.S. Walker Retirement Trust, Total assets ($B): 0.048936976 · Participants: 498M.S. Walker Retirement TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
M.S. Walker Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare M.S. Walker Retirement Trust side-by-side with 3 peers →

M.S. Walker Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Icr, Inc. Retirement Trust in CO ($49M); by covered participants it is Ehpv 401(k) Plan in NE (498 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (498 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 M.S. Walker Retirement Trust assets move in 2022? ▼
M.S. Walker Retirement Trust declined sharply - down 15.4% during 2022, from $58M to $49M. Reported net income was -$9M.
How have M. S. Walker, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. S. Walker, Inc.'s sponsor-wide assets grew 26.9%, from $49M to $62M.
Where does M.S. Walker Retirement Trust rank by assets among Form 5500 filers? ▼
M.S. Walker Retirement Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to M.S. Walker Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Icr, Inc. Retirement Trust in CO ($49M, 353 participants).
Which 401(k) plans cover a similar participant headcount to M.S. Walker Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (498 participants, $5M 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 041941600.

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.