401(k) · DOL Form 5500 · 2022
Wallace Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $71,739
- Avg per participant Below avg balance/head
Official DOL plan name: Wallace Group 401(k) Profit-Sharing Plan · Sponsored by Wallace Group · Pennsylvania · Wholesale Trade
$6M in assets, 79 participants
Wallace Group's Wallace Group 401(k) Profit-Sharing Plan reported $6M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,835 in Wholesale Trade (6,843 peers)
What the 2022 filing shows
Wallace Group 401(k) Profit-Sharing Plan holds $6M for 79 participants - about $71,739 per participant, above the median plan by assets.
- #2,835
- in Wholesale Trade (6,843 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wallace Group 401(k) Profit-Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Wallace Group 401(k) Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,667,390 Top 47% higher than 53% 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
Wallace Group 401(k) Profit-Sharing 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. Wallace Group 401(k) Profit-Sharing Plan is a small filing (79 participants) on this national headcount ladder.
DOL schedule card
Filing strip 231706921 · Wallace Group PY 2022 · 401(k)
Wallace Group 401(k) Profit-Sharing Plan · $6M · 79 · 53rd
- EIN $6M
- EIN 79
- EIN 53rd
- EIN 401(k)
- EIN near S & R Egg Farms, Inc. 401(k) Plan
- EIN ind #2835
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
Wallace Group 401(k) Profit-Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$101K |
| Employer EIN | 231706921 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Wallace Group 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is S & R Egg Farms, Inc. 401(k) Plan in WI ($6M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Urbieta 401(k) Plan (FL) 79 · 0 off
- Kahuku Medical Center Bargaining 401(k) Plan (HI) 79 · 0 off
- It Keysource Inc 401(k) Profit Sharing Plan & Trust (NC) 79 · 0 off
- Isk Americas Incorporated Investment Plan (OH) 79 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.