W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

W.T. WALKER GROUP, INC.

This 401(k) plan holds $41M in total assets and serves 336 participants as of 2022. It is sponsored by W.T. WALKER GROUP, INC. in Wisconsin. The plan reported a net loss of $9M for the year.

Total Assets (2023)

$41M

Participants

336

State

Wisconsin

Industry

Management of Enterprises

What the Filing Says About W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN

W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN is a 401(k) retirement plan sponsored by W.T. WALKER GROUP, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 336 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 390796544, and the plan has been effective since 1961-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2022 to $41M at year-end — a decline of 18.4%. Net assets (after liabilities) closed the year at $41M, with reported net income of $-9,276,484 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)	$50M
Total Assets (End of Year)	$41M
Net Assets (End of Year)	$41M
Net Income	$-9,276,484
Plan Type	401(k)
Employer EIN	390796544
Plan Effective Date	1961-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (W.T. WALKER GROUP, INC.)

Year	Plans	Participants	Total Assets
2022	1	336	$41M
2023	1	358	$48M
2024	1	363	$52M

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KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN $4.6B · 11,236
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN $3.6B · 8,877

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Frequently Asked Questions

How much money is in the W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN? ▼

As of the 2022 Form 5500 filing, W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN holds $41M in total assets with 336 participants. It is sponsored by W.T. WALKER GROUP, INC..

What type of plan is W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN? ▼

W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN is a 401(k) plan. It has been effective since 1961-03-01. The plan is filed with the U.S. Department of Labor under EIN 390796544.

Who sponsors the W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN? ▼

W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN is sponsored by W.T. WALKER GROUP, INC., located in Wisconsin. The sponsor's EIN is 390796544 and the plan operates in the Management of Enterprises industry.

How did W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN perform in 2022? ▼

W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN declined by 18.4% during 2022, moving from $50M to $41M in total assets. Net income was $-9,276,484.

Where can I find official filings for W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN? ▼

Official Form 5500 filings for W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390796544 or plan name at efast.dol.gov.

How does W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN compare to other plans? ▼

You can compare W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.