401(k) · DOL Form 5500 · 2022

Walton, Lantaff, Schroeder & Carson LLP 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
47
Participants Small participant base
73rd
Percentile by assets National rank
$324,287
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Walton, Lantaff, Schroeder & Carson 401(k) Psp · Sponsored by Walton, Lantaff, Schroeder & Carson LLP · Florida · Professional & Technical Services

$15M in assets, 47 participants

Walton, Lantaff, Schroeder & Carson LLP's Walton, Lantaff, Schroeder & Carson 401(k) Psp reported $15M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,619 in Professional & Technical Services (21,562 peers)

2022 asset change

Walton, Lantaff, Schroeder & Carson 401(k) Psp declined sharply 18.9% in 2022 ($19M → $15M) for 47 participants.

#15,619
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walton, Lantaff, Schroeder & Carson 401(k) Psp's outsized position by total assets

Walton, Lantaff, Schroeder & Carson 401(k) Psp vs every filed plan by assets

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

$15,241,487 Top 27% higher than 73% 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

Walton, Lantaff, Schroeder & Carson 401(k) Psp among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walton, Lantaff, Schroeder & Carson 401(k) Psp is a small filing (47 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 590536392 · Walton, Lantaff, Schroeder & Carson LLP PY 2022 · 401(k)

Walton, Lantaff, Schroeder & Carson 401(k) Psp · $15M · 47 · 73rd

  • SCH $15M
  • EBSA 47
  • PART 73rd
  • TYPE 401(k)
  • NET near Raci 401(k) Plan
  • BOOK ind #15619

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 Professional & Technical Services retirement plans → · Plans in Florida →

Walton, Lantaff, Schroeder & Carson 401(k) Psp in the asset neighbourhood

Walton, Lantaff, Schroeder & Carson 401(k) PspWalton, Lantaff, Schroeder &…$15MRaci 401(k) Plan$15MPivot Intermediary, Inc 401(k) Profit Sharing Plan and TrustPivot Intermediary, Inc 401(…$15MImagination Station, Inc 401(k) Retirement Savings PlanImagination Station, Inc 401…$15MKpg Corp.$15M
End-of-year total assets ($M) among Walton, Lantaff, Schroeder & Carson 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN590536392
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Walton, Lantaff, Schroeder & Carson 401(k) Psp vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Walton, Lantaff, Schroeder & Carson 401(k) Psp, Total assets ($B): 0.015241487 · Participants: 47Walton, Lantaff, Schroeder & Carson 401(k) PspL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Walton, Lantaff, Schroeder & Carson 401(k) Psp vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Walton, Lantaff, Schroeder & Carson 401(k) Psp side-by-side with 3 peers →

Walton, Lantaff, Schroeder & Carson 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Raci 401(k) Plan in OH ($15M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Walton, Lantaff, Schroeder & Carson 401(k) Psp assets move in 2022? ▼
Walton, Lantaff, Schroeder & Carson 401(k) Psp declined sharply - down 18.9% during 2022, from $19M to $15M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Walton, Lantaff, Schroeder & Carson 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Raci 401(k) Plan in OH ($15M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Walton, Lantaff, Schroeder & Carson 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 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 590536392.

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.