401(k) · DOL Form 5500 · 2022

William Wallace Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
370
Participants Below avg headcount
61st
Percentile by assets National rank
$21,990
Avg per participant Low balance/head
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Official DOL plan name: Wallace Automotive Group 401(k) Plan · Sponsored by William Wallace Enterprises, Inc. · Florida · Retail Trade

$8M in assets, 370 participants

William Wallace Enterprises, Inc.'s Wallace Automotive Group 401(k) Plan reported $8M in total assets and 370 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.

  • #6,792 in Retail Trade (9,519 peers)

William Wallace Enterprises, Inc. multi-year trail

William Wallace Enterprises, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Wallace Automotive Group 401(k) Plan at $8M / 370 participants.

#6,792
in Retail Trade (9,519 peers)
-9.2%
assets change YoY

The plan reported a net loss of $827K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallace Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wallace Automotive Group 401(k) Plan vs every filed plan by assets

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

$8,136,398 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

Wallace Automotive Group 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. Wallace Automotive Group 401(k) Plan sits mid-pack in the medium band (370 participants).

Published 5500 schedule card

Filing strip 651023153 · William Wallace Enterprises, Inc. PY 2022 · 401(k)

Wallace Automotive Group 401(k) Plan · $8M · 370 · 61st

  • ASSETS $8M
  • ASSETS 370
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near First State Bank 401(k) Profit Sharing Plan
  • ASSETS ind #6792

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 Florida →

Wallace Automotive Group 401(k) Plan in the asset neighbourhood

Wallace Automotive Group 401(k) PlanWallace Automotive Group 401…$8MFirst State Bank 401(k) Profit Sharing PlanFirst State Bank 401(k) Prof…$8MKld Associates Inc 401(k) PlanKld Associates Inc 401(k) Pl…$8MUrology Specialists, P.C. 401(k) Profit Sharing PlanUrology Specialists, P.C. 40…$8MSteward Machine Company, Inc. Profit Sharing PlanSteward Machine Company, Inc…$8M
End-of-year total assets ($M) among Wallace Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

William Wallace Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Wallace Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.937944776054465% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.14M $12M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 370 $8M
2023 1 368 $10M
2024 1 403 $12M

William Wallace Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$827K
Employer EIN651023153
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Wallace Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Wallace Automotive Group 401(k) Plan, Total assets ($B): 0.008136398 · Participants: 370Wallace Automotive Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Wallace Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wallace Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is First State Bank 401(k) Profit Sharing Plan in OH ($8M); by covered participants it is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Wallace Automotive Group 401(k) Plan assets move in 2022? ▼
Wallace Automotive Group 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $9M to $8M. Reported net income was -$827K.
How have William Wallace Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Wallace Enterprises, Inc.'s sponsor-wide assets grew 46.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Wallace Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank 401(k) Profit Sharing Plan in OH ($8M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants, N/A 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 651023153.

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.