401(k) · DOL Form 5500 · 2022

The Wallick Companies, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
730
Participants Near avg headcount
76th
Percentile by assets National rank
$25,192
Avg per participant Low balance/head
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Official DOL plan name: The Wallick Companies 401(k) Retirement Savings Plan · Sponsored by The Wallick Companies, LLC · Ohio · Real Estate

$18M in assets, 730 participants

The Wallick Companies, LLC's The Wallick Companies 401(k) Retirement Savings Plan reported $18M in total assets and 730 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,476 in Real Estate (5,057 peers)

Where The Wallick Companies 401(k) Retirement Savings Plan sits by assets

The Wallick Companies 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $18M for 730 participants (~$25,192/participant), down 13.5% in 2022.

#4,476
in Real Estate (5,057 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Wallick Companies 401(k) Retirement Savings Plan's outsized position by total assets

The Wallick Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$18,390,049 Top 24% higher than 76% 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

The Wallick Companies 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. The Wallick Companies 401(k) Retirement Savings Plan sits mid-pack in the medium band (730 participants).

DOL schedule card

Filing strip 870796046 · The Wallick Companies, LLC PY 2022 · 401(k)

The Wallick Companies 401(k) Retirement Savings Plan · $18M · 730 · 76th

  • PCT $18M
  • PCT 730
  • PCT 76th
  • PCT 401(k)
  • PCT near Magneto & Diesel Injector Service, Inc. 401(k) Profit Sharing Plan
  • PCT ind #4476

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 Real Estate retirement plans → · Plans in Ohio →

The Wallick Companies 401(k) Retirement Savings Plan in the asset neighbourhood

The Wallick Companies 401(k) Retirement Savings PlanThe Wallick Companies 401(k)…$18MMagneto & Diesel Injector Service, Inc. 401(k) Profit Sharing PlanMagneto & Diesel Injector Se…$18MNimlok Company 401(k) Profit Sharing PlanNimlok Company 401(k) Profit…$18MJsc Federal Credit Union 401(k) Plan and TrustJsc Federal Credit Union 401…$18MAnderson Automotive Retirement PlanAnderson Automotive Retireme…$18M
End-of-year total assets ($M) among The Wallick Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN870796046
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wallick Companies, LLC)

Sponsor-wide plan assets over time

All The Wallick Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 26.991031943416786% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.4M $23.4M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 730 $18M
2023 2 1,333 $38M
2024 1 858 $23M

Nearby 401(k) Plans in Ohio

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

The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The Wallick Companies 401(k) Retirement Savings Plan, Total assets ($B): 0.018390049 · Participants: 730The Wallick Companies 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Wallick Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Magneto & Diesel Injector Service, Inc. 401(k) Profit Sharing Plan in TX ($18M); by covered participants it is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (730 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 The Wallick Companies 401(k) Retirement Savings Plan assets move in 2022?
The Wallick Companies 401(k) Retirement Savings Plan pulled back noticeably - down 13.5% during 2022, from $21M to $18M. Reported net income was -$3M.
How have The Wallick Companies, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Wallick Companies, LLC's sponsor-wide assets grew 27.0%, from $18M to $23M.
Where does The Wallick Companies 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
The Wallick Companies 401(k) Retirement Savings Plan ranks in the 76th 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 The Wallick Companies 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Magneto & Diesel Injector Service, Inc. 401(k) Profit Sharing Plan in TX ($18M, 224 participants).
Which 401(k) plans cover a similar participant headcount to The Wallick Companies 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants, $52M in assets).