401(k) · DOL Form 5500 · 2022

Wall Family Enterprise Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
304
Participants Below avg headcount
89th
Percentile by assets National rank
$186,144
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wall Family Enterprise Retirement Savings Plan · Sponsored by Wall Family Enterprise Inc. · Wisconsin · Retail Trade

$57M in assets, 304 participants

Wall Family Enterprise Inc.'s Wall Family Enterprise Retirement Savings Plan reported $57M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,960 in Retail Trade (9,519 peers)

Where Wall Family Enterprise Retirement Savings Plan sits by assets

Wall Family Enterprise Retirement Savings Plan sits in the top quartile of all filed plans by assets, $57M for 304 participants (~$186,144/participant), down 19.1% in 2022.

#8,960
in Retail Trade (9,519 peers)
-19.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wall Family Enterprise Retirement Savings Plan's outsized position by total assets

Wall Family Enterprise Retirement Savings Plan vs every filed plan by assets

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

$56,587,788 Top 11% higher than 89% 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

Wall Family Enterprise Retirement Savings 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. Wall Family Enterprise Retirement Savings Plan sits mid-pack in the medium band (304 participants).

Published 5500 schedule card

Filing strip 208230779 · Wall Family Enterprise Inc. PY 2022 · 401(k)

Wall Family Enterprise Retirement Savings Plan · $57M · 304 · 89th

  • IND $57M
  • IND 304
  • IND 89th
  • IND 401(k)
  • IND near Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust
  • IND ind #8960

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 Retail Trade retirement plans → · Plans in Wisconsin →

Wall Family Enterprise Retirement Savings Plan in the asset neighbourhood

Dickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$57MGeode Capital Management, LLC Retirement PlanGeode Capital Management, LL…$57MWall Family Enterprise Retirement Savings PlanWall Family Enterprise Retir…$57MGilmore & Bell, P.C. 401(k) Profit Sharing Plan & TrustGilmore & Bell, P.C. 401(k) …$57MCertilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral PlanCertilman Balin Adler & Hyma…$57M
End-of-year total assets ($M) among Wall Family Enterprise Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$57M
Net Income-$13M
Employer EIN208230779
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wall Family Enterprise Inc.)

Sponsor-wide plan assets over time

All Wall Family Enterprise Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 36.327680806325205% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $56.6M $77.1M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 304 $57M
2023 1 333 $66M
2024 1 351 $77M

Nearby 401(k) Plans in Wisconsin

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

Wall Family Enterprise Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wall Family Enterprise Retirement Savings Plan, Total assets ($B): 0.056587788 · Participants: 304Wall Family Enterprise Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wall Family Enterprise Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wall Family Enterprise Retirement Savings Plan side-by-side with 3 peers →

Wall Family Enterprise Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust in MO ($57M); by covered participants it is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Wall Family Enterprise Retirement Savings Plan assets move in 2022? ▼
Wall Family Enterprise Retirement Savings Plan declined sharply - down 19.1% during 2022, from $70M to $57M. Reported net income was -$13M.
How have Wall Family Enterprise Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wall Family Enterprise Inc.'s sponsor-wide assets grew 36.3%, from $57M to $77M.
Where does Wall Family Enterprise Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wall Family Enterprise Retirement Savings Plan ranks in the 89th 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 Wall Family Enterprise Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust in MO ($57M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Wall Family Enterprise Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants, $27M 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 208230779.

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.