Profit Sharing · DOL Form 5500 · 2022
Richard B. Walker Pension Plan Profit Sharing Plan
Data updated 2026-08-25
- $146K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $73,135
- Avg per participant Below avg balance/head
Official DOL plan name: Richard B. Walker Pension Plan · Sponsored by Richard B. Walker Pension Plan · New Mexico · Professional & Technical Services
$146K in assets, 2 participants
Richard B. Walker Pension Plan's Richard B. Walker Pension Plan reported $146K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,533 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Richard B. Walker Pension Plan holds $146K for 2 participants - about $73,135 per participant, among the smaller plans by assets on file.
- #1,533
- in Professional & Technical Services (21,562 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Richard B. Walker Pension Plan among the smaller filed plans by assets
Richard B. Walker Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$146,270 8th percentile higher than 8% 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
Richard B. Walker Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard B. Walker Pension Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 850282758 · Richard B. Walker Pension Plan PY 2022 · Profit Sharing
Richard B. Walker Pension Plan · $146K · 2 · 8th
- BOOK $146K
- BOOK 2
- BOOK 8th
- BOOK Profit Sharing
- BOOK near Bonaski Enterprises Inc. Retirement Plan
- BOOK ind #1533
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 New Mexico →
Richard B. Walker Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $148K |
|---|---|
| Net Assets (End of Year) | $146K |
| Net Income | -$2K |
| Employer EIN | 850282758 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richard B. Walker Pension Plan)
Sponsor-wide plan assets over time
All Richard B. Walker Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $144K 1.7023313051206672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $146K |
| 2023 | 1 | 2 | $143K |
| 2024 | 1 | 2 | $144K |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 401(a) Plan $372M · 11,300
- Presbyterian Medical Services Discretionary Contribution Plan $30M · 989
- Santa Fe Preparatory School DC Retirement Plan $15M · 174
- Medinatura, Inc. Retirement Plan $14M · 32
- T & R Market Profit Sharing Plan $11M · 109
Richard B. Walker Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Bonaski Enterprises Inc. Retirement Plan in NC ($146K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146K here).
- Bonaski Enterprises Inc. Retirement Plan (NC) $146K · 3
- Msf Enterprises Inc. Retirement Plan (FL) $146K · 1
- Kaksi Malinois, Inc. Retirement Plan (UT) $146K · 2
- Talc Group, Inc. Profit Sharing Plan (MN) $146K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 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.