401(k) · DOL Form 5500 · 2022

The Waldwin Group 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
92
Participants Small participant base
29th
Percentile by assets National rank
$15,016
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: The Waldwin Group 401(k) Plan · Sponsored by The Waldwin Group · Massachusetts · Food Services & Accommodation

$1M in assets, 92 participants

The Waldwin Group's The Waldwin Group 401(k) Plan reported $1M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,928 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Waldwin Group 401(k) Plan ranks #2,928 of 4,592 2022 filers by assets (1416% of the sector average)-$1M for 92 participants.

#2,928
in Food Services & Accommodation (4,592 peers)
-4.9%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Waldwin Group 401(k) Plan among the smaller filed plans by assets

The Waldwin Group 401(k) Plan vs every filed plan by assets

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

$1,381,444 29th percentile higher than 29% 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

The Waldwin Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Waldwin Group 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043155011 · The Waldwin Group PY 2022 · 401(k)

The Waldwin Group 401(k) Plan · $1M · 92 · 29th

  • 5500 $1M
  • ASSETS 92
  • PCT 29th
  • EIN 401(k)
  • RANK near Charles Hilton Architects LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2928

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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →

The Waldwin Group 401(k) Plan in the asset neighbourhood

The Waldwin Group 401(k) Plan$1MCharles Hilton Architects LLC 401(k) Profit Sharing Plan & TrustCharles Hilton Architects LL…$1MCentury Sign Builders 401(k) Profit Sharing Plan and TrustCentury Sign Builders 401(k)…$1MRobert M. Fernandez, Dds, 401(k) Profit SharingRobert M. Fernandez, Dds, 40…$1MFlorida Dental Implants & Oral Surgery 401(k) Profit Sharing PlanFlorida Dental Implants & Or…$1M
End-of-year total assets ($M) among The Waldwin Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$71K
Employer EIN043155011
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Waldwin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Waldwin Group 401(k) Plan, Total assets ($B): 0.001381444 · Participants: 92The Waldwin Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Waldwin Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

The Waldwin Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Charles Hilton Architects LLC 401(k) Profit Sharing Plan & Trust in CT ($1M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

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 The Waldwin Group 401(k) Plan assets move in 2022?
The Waldwin Group 401(k) Plan edged down modestly - down 4.9% during 2022, from $1M to $1M. Reported net income was -$71K.
Which 401(k) plans are similar in size to The Waldwin Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Charles Hilton Architects LLC 401(k) Profit Sharing Plan & Trust in CT ($1M, 11 participants).
Which 401(k) plans cover a similar participant headcount to The Waldwin Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M in assets).