401(k) · DOL Form 5500 · 2022
Walter & Haverfield LLP 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $213,793
- Avg per participant Above avg balance/head
Official DOL plan name: Walter & Haverfield LLP Profit Sharing Retirement Plan · Sponsored by Walter & Haverfield LLP · Ohio · Professional & Technical Services
$36M in assets, 168 participants
Walter & Haverfield LLP's Walter & Haverfield LLP Profit Sharing Retirement Plan reported $36M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #18,472 in Professional & Technical Services (21,562 peers)
Coverage in Ohio
Walter & Haverfield LLP Profit Sharing Retirement Plan covers 168 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $36M.
- #18,472
- in Professional & Technical Services (21,562 peers)
- -17.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walter & Haverfield LLP Profit Sharing Retirement Plan's outsized position by total assets
Walter & Haverfield LLP Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,917,254 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Walter & Haverfield LLP Profit Sharing 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. Walter & Haverfield LLP Profit Sharing Retirement Plan sits mid-pack in the medium band (168 participants).
DOL schedule card
Filing strip 340602148 · Walter & Haverfield LLP PY 2022 · 401(k)
Walter & Haverfield LLP Profit Sharing Retirement Plan · $36M · 168 · 85th
- 5500 $36M
- ASSETS 168
- PCT 85th
- EIN 401(k)
- RANK near University Research Co., LLC Employee Retirement Plan
- PHOTO ind #18472
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 Ohio →
Walter & Haverfield LLP Profit Sharing Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$7M |
| Employer EIN | 340602148 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walter & Haverfield LLP)
Sponsor-wide plan assets over time
All Walter & Haverfield LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 10.718029836022543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $36M |
| 2023 | 1 | 115 | $35M |
| 2024 | 1 | 111 | $32M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Walter & Haverfield LLP Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is University Research Co., LLC Employee Retirement Plan in MD ($36M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- University Research Co., LLC Employee Retirement Plan (MD) $36M · 107
- Torys LLP Savings & Retirement Plan (NY) $36M · 40
- Amherst H Wilder Foundation 401(k) (MN) $36M · 441
- Kidder Mathews Retirement Plan (WA) $36M · 415
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.