401(k) · DOL Form 5500 · 2022

Bruce Walters Ford Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
226
Participants Below avg headcount
61st
Percentile by assets National rank
$37,223
Avg per participant Low balance/head
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Official DOL plan name: Walters Corporation 401(k) Plan · Sponsored by Bruce Walters Ford Sales, Inc. · Kentucky · Retail Trade

$8M in assets, 226 participants

Bruce Walters Ford Sales, Inc.'s Walters Corporation 401(k) Plan reported $8M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,845 in Retail Trade (9,519 peers)

Coverage in Kentucky

Walters Corporation 401(k) Plan covers 226 participants in Kentucky, about 35% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,845
in Retail Trade (9,519 peers)
-7.3%
assets change YoY

The plan reported a net loss of $666K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walters Corporation 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Walters Corporation 401(k) Plan vs every filed plan by assets

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

$8,412,300 Top 39% higher than 61% 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

Walters Corporation 401(k) 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. Walters Corporation 401(k) Plan sits mid-pack in the medium band (226 participants).

Form 5500 schedule snapshot

Filing strip 610945677 · Bruce Walters Ford Sales, Inc. PY 2022 · 401(k)

Walters Corporation 401(k) Plan · $8M · 226 · 61st

  • PHOTO $8M
  • IND 226
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions
  • PCT ind #6845

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 Kentucky →

Walters Corporation 401(k) Plan in the asset neighbourhood

Walters Corporation 401(k) PlanWalters Corporation 401(k) P…$8MBath State Bancorp Employee Stock Ownership Plan with 401(k) ProvisionsBath State Bancorp Employee …$8MInterplan LLC Profit Sharing 401(k) PlanInterplan LLC Profit Sharing…$8MVividion 401(k) Plan$8MBlankenship Cpa Group 401(k) Profit Sharing PlanBlankenship Cpa Group 401(k)…$8M
End-of-year total assets ($M) among Walters Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$666K
Employer EIN610945677
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce Walters Ford Sales, Inc.)

Sponsor-wide plan assets over time

All Bruce Walters Ford Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.645530948729835% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.41M $9.22M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 226 $8M
2023 1 204 $9M
2024 1 200 $9M

Nearby 401(k) Plans in Kentucky

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

Walters Corporation 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Walters Corporation 401(k) Plan, Total assets ($B): 0.0084123 · Participants: 226Walters Corporation 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Walters Corporation 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Walters Corporation 401(k) Plan side-by-side with 3 peers →

Walters Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN ($8M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Walters Corporation 401(k) Plan assets move in 2022? ▼
Walters Corporation 401(k) Plan pulled back noticeably - down 7.3% during 2022, from $9M to $8M. Reported net income was -$666K.
How have Bruce Walters Ford Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Walters Ford Sales, Inc.'s sponsor-wide assets grew 9.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Walters Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN ($8M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Walters Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H&m Trucking, Inc. 401(k) Plan in NE (226 participants, $13M 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 610945677.

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.