401(k) · DOL Form 5500 · 2022
Walpole, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $29,634
- Avg per participant Low balance/head
Official DOL plan name: Walpole, Inc. 401(k) Profit Sharing Plan · Sponsored by Walpole, Inc. · Florida · Transportation & Warehousing
$7M in assets, 249 participants
Walpole, Inc.'s Walpole, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #2,374 in Transportation & Warehousing (3,876 peers)
Coverage in Florida
Walpole, Inc. 401(k) Profit Sharing Plan covers 249 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #2,374
- in Transportation & Warehousing (3,876 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walpole, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Walpole, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,378,946 Top 41% higher than 59% 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
Walpole, Inc. 401(k) Profit Sharing 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. Walpole, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (249 participants).
DOL schedule card
Filing strip 591305687 · Walpole, Inc. PY 2022 · 401(k)
Walpole, Inc. 401(k) Profit Sharing Plan · $7M · 249 · 59th
- TYPE $7M
- NET 249
- BOOK 59th
- VS-ST 401(k)
- BOY near Crg Residential, LLC Profit Sharing Plan
- SCH ind #2374
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 Transportation & Warehousing retirement plans → · Plans in Florida →
Walpole, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$282K |
| Employer EIN | 591305687 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walpole, Inc.)
Sponsor-wide plan assets over time
All Walpole, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 31.269086397976082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $7M |
| 2023 | 1 | 282 | $8M |
| 2024 | 1 | 301 | $10M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Walpole, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Crg Residential, LLC Profit Sharing Plan in IN ($7M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Crg Residential, LLC Profit Sharing Plan (IN) $7M · 114
- Fabriclean Supply, Inc. 401(k) Plan (TX) $7M · 114
- Fire-Dex, LLC 401(k) Plan (OH) $7M · 263
- Service Energy, LLC Combined Profit Sharing Plan (DE) $7M · 223
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Craig Resources Inc. 401(k) Plan (KS) 249 · 0 off
- Millennium Rehab & Consulting Group, Inc. 401(k) Plan (IA) 249 · 0 off
- Orion Energy Systems, Inc. 401(k) Plan (WI) 249 · 0 off
- Nsc Global LLC 401(k) Profit Sharing Plan (OH) 249 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.