401(k) · DOL Form 5500 · 2022

Walker Information, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
108
Participants Small participant base
79th
Percentile by assets National rank
$210,080
Avg per participant Above avg balance/head
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Official DOL plan name: Wiser Plan - Walker Information Savings Employee Retirement Plan · Sponsored by Walker Information, Inc. · Indiana · Professional & Technical Services

$23M in assets, 108 participants

Walker Information, Inc.'s Wiser Plan - Walker Information Savings Employee Retirement Plan reported $23M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,121 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Wiser Plan - Walker Information Savings Employee Retirement Plan covers 108 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $23M.

#17,121
in Professional & Technical Services (21,562 peers)
-12.6%
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.

Wiser Plan - Walker Information Savings Employee Retirement Plan's outsized position by total assets

Wiser Plan - Walker Information Savings Employee Retirement Plan vs every filed plan by assets

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

$22,688,662 Top 21% higher than 79% 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

Wiser Plan - Walker Information Savings Employee Retirement 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. Wiser Plan - Walker Information Savings Employee Retirement Plan sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 351108109 · Walker Information, Inc. PY 2022 · 401(k)

Wiser Plan - Walker Information Savings Employee Retirement Plan · $23M · 108 · 79th

  • EBSA $23M
  • PART 108
  • TYPE 79th
  • NET 401(k)
  • BOOK near Mvs 401(k) Retirement Plan
  • VS-ST ind #17121

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 Indiana →

Wiser Plan - Walker Information Savings Employee Retirement Plan in the asset neighbourhood

Wiser Plan - Walker Information Savings Employee Retirement PlanWiser Plan - Walker Informat…$23MMvs 401(k) Retirement Plan$23MKennfeld Group LLC 401(k) Profit Sharing PlanKennfeld Group LLC 401(k) Pr…$23MContextlogic Inc. 401(k) Plan$23MAnderson Concrete Corporation Retirement Savings Plan and TrustAnderson Concrete Corporatio…$23M
End-of-year total assets ($M) among Wiser Plan - Walker Information Savings Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN351108109
Plan Effective Date1982-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walker Information, Inc.)

Sponsor-wide plan assets over time

All Walker Information, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 32.514998019715755% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.7M $30.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 108 $23M
2023 1 136 $27M
2024 1 121 $30M

Nearby 401(k) Plans in Indiana

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

Wiser Plan - Walker Information Savings Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Wiser Plan - Walker Information Savings Employee Retirement Plan, Total assets ($B): 0.022688662 · Participants: 108Wiser Plan - Walker Information Savings Employee Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Wiser Plan - Walker Information Savings Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Wiser Plan - Walker Information Savings Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mvs 401(k) Retirement Plan in MD ($23M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Wiser Plan - Walker Information Savings Employee Retirement Plan assets move in 2022?
Wiser Plan - Walker Information Savings Employee Retirement Plan pulled back noticeably - down 12.6% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Walker Information, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Walker Information, Inc.'s sponsor-wide assets grew 32.5%, from $23M to $30M.
Where does Wiser Plan - Walker Information Savings Employee Retirement Plan rank by assets among Form 5500 filers?
Wiser Plan - Walker Information Savings Employee Retirement Plan ranks in the 79th 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 Wiser Plan - Walker Information Savings Employee Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mvs 401(k) Retirement Plan in MD ($23M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Wiser Plan - Walker Information Savings Employee Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M in assets).