401(k) · DOL Form 5500 · 2022

Walton Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
851
Participants Near avg headcount
92nd
Percentile by assets National rank
$95,748
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Access Plan · Sponsored by Walton Enterprises, LLC · Arkansas · Administrative & Support Services

$81M in assets, 851 participants

Walton Enterprises, LLC's Retirement Access Plan reported $81M in total assets and 851 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,740 in Administrative & Support Services (4,927 peers)

Coverage in Arkansas

Retirement Access Plan covers 851 participants in Arkansas, about 31% of the average Arkansas filer (state average ~2,784 per filing). Assets: $81M.

#4,740
in Administrative & Support Services (4,927 peers)
-4.1%
assets change YoY
0.8×
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.

Retirement Access Plan's outsized position by total assets

Retirement Access Plan vs every filed plan by assets

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

$81,481,882 Top 8% higher than 92% 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

Retirement Access 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. Retirement Access Plan sits mid-pack in the medium band (851 participants).

DOL schedule card

Filing strip 621665434 · Walton Enterprises, LLC PY 2022 · 401(k)

Retirement Access Plan · $81M · 851 · 92nd

  • BOOK $81M
  • VS-ST 851
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Baird Holm LLP Profit Sharing Plan
  • PART ind #4740

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 Administrative & Support Services retirement plans → · Plans in Arkansas →

Retirement Access Plan in the asset neighbourhood

Shopify (USA), Inc. 401(k) PlanShopify (USA), Inc. 401(k) P…$82MThe Retirement Savings Plan for Employees of the Rockefeller FoundationThe Retirement Savings Plan …$81MBaird Holm LLP Profit Sharing PlanBaird Holm LLP Profit Sharin…$81MRetirement Access Plan$81MSbera 401(k) Plan as Adopted by Middlesex Savings BankSbera 401(k) Plan as Adopted…$81M
End-of-year total assets ($M) among Retirement Access Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$81M
Net Income-$3M
Employer EIN621665434
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton Enterprises, LLC)

Sponsor-wide plan assets over time

All Walton Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 33.71038607085683% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.5M $109M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 851 $81M
2023 1 837 $110M
2024 1 605 $109M

Nearby 401(k) Plans in Arkansas

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

Retirement Access Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Retirement Access Plan, Total assets ($B): 0.081481882 · Participants: 851Retirement Access PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Retirement Access Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Retirement Access Plan side-by-side with 3 peers →

Retirement Access Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Baird Holm LLP Profit Sharing Plan in NE ($81M); by covered participants it is Ssa Group, LLC 401(k) Plan in CO (851 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (851 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 Retirement Access Plan assets move in 2022? ▼
Retirement Access Plan edged down modestly - down 4.1% during 2022, from $85M to $81M. Reported net income was -$3M.
How have Walton Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Enterprises, LLC's sponsor-wide assets grew 33.7%, from $81M to $109M.
Where does Retirement Access Plan rank by assets among Form 5500 filers? ▼
Retirement Access Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Access Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baird Holm LLP Profit Sharing Plan in NE ($81M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Access Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ssa Group, LLC 401(k) Plan in CO (851 participants, $13M 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 621665434.

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.