401(k) · DOL Form 5500 · 2022

Wallis Companies 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
748
Participants Near avg headcount
83rd
Percentile by assets National rank
$39,844
Avg per participant Low balance/head
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Official DOL plan name: Wallis Companies 401(k) Plan · Sponsored by Wallis Companies · Missouri · Retail Trade

$30M in assets, 748 participants

Wallis Companies's Wallis Companies 401(k) Plan reported $30M in total assets and 748 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,606 in Retail Trade (9,519 peers)

Where Wallis Companies 401(k) Plan sits by assets

Wallis Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 748 participants (~$39,844/participant), down 16.5% in 2022.

#8,606
in Retail Trade (9,519 peers)
-16.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallis Companies 401(k) Plan's outsized position by total assets

Wallis Companies 401(k) Plan vs every filed plan by assets

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

$29,803,563 Top 17% higher than 83% 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

Wallis Companies 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. Wallis Companies 401(k) Plan sits mid-pack in the medium band (748 participants).

Published 5500 schedule card

Filing strip 430908410 · Wallis Companies PY 2022 · 401(k)

Wallis Companies 401(k) Plan · $30M · 748 · 83rd

  • NET $30M
  • NET 748
  • NET 83rd
  • NET 401(k)
  • NET near Alfred Williams & Company 401(k) Plan
  • NET ind #8606

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 Missouri →

Wallis Companies 401(k) Plan in the asset neighbourhood

Ripple Labs 401(k) Plan$30MKlingner & Associates, P.C. Retirement PlanKlingner & Associates, P.C. …$30MWallis Companies 401(k) Plan$30MAlfred Williams & Company 401(k) PlanAlfred Williams & Company 40…$30MTowerpinkster 401(k) Plan$30M
End-of-year total assets ($M) among Wallis Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN430908410
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallis Companies)

Sponsor-wide plan assets over time

All Wallis Companies plans reported in each filing year

Latest sponsor-wide plan assets
$41M 36.93918743876362% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.8M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 748 $30M
2023 1 762 $36M
2024 1 742 $41M

Nearby 401(k) Plans in Missouri

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

Wallis Companies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Wallis Companies 401(k) Plan, Total assets ($B): 0.029803563 · Participants: 748Wallis Companies 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Wallis Companies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wallis Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Alfred Williams & Company 401(k) Plan in NC ($30M); by covered participants it is Leadventure 401(k) Savings Plan in OR (748 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (748 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 Wallis Companies 401(k) Plan assets move in 2022? ▼
Wallis Companies 401(k) Plan declined sharply - down 16.5% during 2022, from $36M to $30M. Reported net income was -$6M.
How have Wallis Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallis Companies's sponsor-wide assets grew 36.9%, from $30M to $41M.
Where does Wallis Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Wallis Companies 401(k) Plan ranks in the 83rd 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 Wallis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alfred Williams & Company 401(k) Plan in NC ($30M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Wallis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Leadventure 401(k) Savings Plan in OR (748 participants, $32M 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 430908410.

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.