401(k) · DOL Form 5500 · 2022

Jack Walters & Sons Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
132
Participants Small participant base
55th
Percentile by assets National rank
$47,585
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jack Walters & Sons Corp. 401(k) Retirement Savings Plan · Sponsored by Jack Walters & Sons Corp. · Wisconsin · Construction

$6M in assets, 132 participants

Jack Walters & Sons Corp.'s Jack Walters & Sons Corp. 401(k) Retirement Savings Plan reported $6M in total assets and 132 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.

  • #5,451 in Construction (9,927 peers)

Coverage in Wisconsin

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan covers 132 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#5,451
in Construction (9,927 peers)
-9.5%
assets change YoY

The plan reported a net loss of $660K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$6,281,185 Top 45% higher than 55% 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

Jack Walters & Sons Corp. 401(k) Retirement Savings 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. Jack Walters & Sons Corp. 401(k) Retirement Savings Plan sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 391093704 · Jack Walters & Sons Corp. PY 2022 · 401(k)

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan · $6M · 132 · 55th

  • BOOK $6M
  • VS-ST 132
  • BOY 55th
  • SCH 401(k)
  • EBSA near Leadingagile, L.L.C. 401(k) Plan
  • PART ind #5451

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 Wisconsin →

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan in the asset neighbourhood

Jack Walters & Sons Corp. 401(k) Retirement Savings PlanJack Walters & Sons Corp. 40…$6MLeadingagile, L.L.C. 401(k) PlanLeadingagile, L.L.C. 401(k) …$6MCapital Health Services, Inc. Savings Plan & TrustCapital Health Services, Inc…$6MGoldman & Knell, Certified Public Accountants, LLP 401(k) Profit Sharing PlanGoldman & Knell, Certified P…$6MSystems Service Enterprises, Inc. Retirement Investment PlanSystems Service Enterprises,…$6M
End-of-year total assets ($M) among Jack Walters & Sons Corp. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$660K
Employer EIN391093704
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Walters & Sons Corp.)

Sponsor-wide plan assets over time

All Jack Walters & Sons Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 54.17547803479758% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.28M $9.68M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 137 $8M
2024 1 138 $10M

Nearby 401(k) Plans in Wisconsin

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

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jack Walters & Sons Corp. 401(k) Retirement Savings Plan, Total assets ($B): 0.006281185 · Participants: 132Jack Walters & Sons Corp. 401(k) Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jack Walters & Sons Corp. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Leadingagile, L.L.C. 401(k) Plan in GA ($6M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Jack Walters & Sons Corp. 401(k) Retirement Savings Plan assets move in 2022? ▼
Jack Walters & Sons Corp. 401(k) Retirement Savings Plan pulled back noticeably - down 9.5% during 2022, from $7M to $6M. Reported net income was -$660K.
How have Jack Walters & Sons Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Walters & Sons Corp.'s sponsor-wide assets grew 54.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Jack Walters & Sons Corp. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leadingagile, L.L.C. 401(k) Plan in GA ($6M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Jack Walters & Sons Corp. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 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 391093704.

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.