401(k)
2022 plan-year 401(k) DOL Form 5500

ASSOCIATIONS OF TEXAS MEP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

F.W. WALTON, INC

This 401(k) plan holds $445K in total assets and serves 116 participants as of 2022. It is sponsored by F.W. WALTON, INC in Texas. The plan reported positive net income of $83K for the year.

Total Assets (2023)
$445K
Participants
116
State
Industry
Construction

What the Filing Says About ASSOCIATIONS OF TEXAS MEP

ASSOCIATIONS OF TEXAS MEP is a 401(k) retirement plan sponsored by F.W. WALTON, INC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $445K in total end-of-year assets and covers 116 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 760027651, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $372K at the beginning of 2022 to $445K at year-end — a gain of 19.7%. Net assets (after liabilities) closed the year at $445K, with reported net income of $83K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$372K
Total Assets (End of Year)$445K
Net Assets (End of Year)$445K
Net Income$83K
Plan Type401(k)
Employer EIN760027651
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the ASSOCIATIONS OF TEXAS MEP?
As of the 2022 Form 5500 filing, ASSOCIATIONS OF TEXAS MEP holds $445K in total assets with 116 participants. It is sponsored by F.W. WALTON, INC.
What type of plan is ASSOCIATIONS OF TEXAS MEP?
ASSOCIATIONS OF TEXAS MEP is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 760027651.
Who sponsors the ASSOCIATIONS OF TEXAS MEP?
ASSOCIATIONS OF TEXAS MEP is sponsored by F.W. WALTON, INC, located in Texas. The sponsor's EIN is 760027651 and the plan operates in the Construction industry.
How did ASSOCIATIONS OF TEXAS MEP perform in 2022?
ASSOCIATIONS OF TEXAS MEP grew by 19.7% during 2022, moving from $372K to $445K in total assets. Net income was $83K.
Where can I find official filings for ASSOCIATIONS OF TEXAS MEP?
Official Form 5500 filings for ASSOCIATIONS OF TEXAS MEP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760027651 or plan name at efast.dol.gov.
How does ASSOCIATIONS OF TEXAS MEP compare to other plans?
You can compare ASSOCIATIONS OF TEXAS MEP against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 760027651.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.