401(k)
2022 plan-year 401(k) DOL Form 5500

WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WALTERS MANAGEMENT COMPANY, INC.

This 401(k) plan holds $10M in total assets and serves 88 participants as of 2022. It is sponsored by WALTERS MANAGEMENT COMPANY, INC. in New Jersey. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$10M
Participants
88
State
Industry
Real Estate

What the Filing Says About WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN

WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by WALTERS MANAGEMENT COMPANY, INC., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 88 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 222544115, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $10M at year-end — a decline of 20.6%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-2,494,252 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-2,494,252
Plan Type401(k)
Employer EIN222544115
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WALTERS MANAGEMENT COMPANY, INC.)

Year Plans Participants Total Assets
2022 1 88 $10M
2023 1 107 $12M
2024 1 101 $12M

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Frequently Asked Questions

How much money is in the WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN?
As of the 2022 Form 5500 filing, WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN holds $10M in total assets with 88 participants. It is sponsored by WALTERS MANAGEMENT COMPANY, INC..
What type of plan is WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN?
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 222544115.
Who sponsors the WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN?
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN is sponsored by WALTERS MANAGEMENT COMPANY, INC., located in New Jersey. The sponsor's EIN is 222544115 and the plan operates in the Real Estate industry.
How did WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN perform in 2022?
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN declined by 20.6% during 2022, moving from $12M to $10M in total assets. Net income was $-2,494,252.
Where can I find official filings for WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN?
Official Form 5500 filings for WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222544115 or plan name at efast.dol.gov.
How does WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN compare to other plans?
You can compare WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 222544115.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.