Profit Sharing · DOL Form 5500 · 2022

Joseph a Walheim & Associates Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph a Walheim & Associates Profit Sharing & Retirement Plan · Sponsored by Joseph a Walheim & Associates · Pennsylvania · Professional & Technical Services

$3M in assets, 2 participants

Joseph a Walheim & Associates's Joseph a Walheim & Associates Profit Sharing & Retirement Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,508 in Professional & Technical Services (21,562 peers)

Joseph a Walheim & Associates multi-year trail

Joseph a Walheim & Associates's plans moved +21.9% in assets from 2022 to 2024; this filing shows Joseph a Walheim & Associates Profit Sharing & Retirement Plan at $3M / 2 participants.

#8,508
in Professional & Technical Services (21,562 peers)
-26.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph a Walheim & Associates Profit Sharing & Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joseph a Walheim & Associates Profit Sharing & Retirement Plan vs every filed plan by assets

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

$3,290,309 42nd percentile higher than 42% 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

Joseph a Walheim & Associates Profit Sharing & Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph a Walheim & Associates Profit Sharing & Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 232874745 · Joseph a Walheim & Associates PY 2022 · Profit Sharing

Joseph a Walheim & Associates Profit Sharing & Retirement Plan · $3M · 2 · 42nd

  • EIN $3M
  • EIN 2
  • EIN 42nd
  • EIN Profit Sharing
  • EIN near Meyer Seed Company of Baltimore, Inc Profit Sharing Plan
  • EIN ind #8508

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Joseph a Walheim & Associates Profit Sharing & Retirement Plan in the asset neighbourhood

Joseph a Walheim & Associates Profit Sharing & Retirement PlanJoseph a Walheim & Associate…$3MMeyer Seed Company of Baltimore, Inc Profit Sharing PlanMeyer Seed Company of Baltim…$3MPark, Nelson, Caywood & Jones Profit Sharing PlanPark, Nelson, Caywood & Jone…$3MCustom Glass Products, Inc. Profit Sharing PlanCustom Glass Products, Inc. …$3MThe William M. Bedell Achievement & Resource Center Employees' Retirement PlanThe William M. Bedell Achiev…$3M
End-of-year total assets ($M) among Joseph a Walheim & Associates Profit Sharing & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joseph a Walheim & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Joseph a Walheim & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.945081753719787% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.29M $4.01M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Joseph a Walheim & Associates filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN232874745
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Joseph a Walheim & Associates Profit Sharing & Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Joseph a Walheim & Associates Profit Sharing & Retirement Plan, Total assets ($B): 0.003290309 · Participants: 2Joseph a Walheim & Associates Profit Sharing & Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Joseph a Walheim & Associates Profit Sharing & Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Joseph a Walheim & Associates Profit Sharing & Retirement Plan side-by-side with 3 peers →

Joseph a Walheim & Associates Profit Sharing & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Meyer Seed Company of Baltimore, Inc Profit Sharing Plan in MD ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 Joseph a Walheim & Associates Profit Sharing & Retirement Plan assets move in 2022? ▼
Joseph a Walheim & Associates Profit Sharing & Retirement Plan declined sharply - down 26.2% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Joseph a Walheim & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph a Walheim & Associates's sponsor-wide assets grew 21.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Joseph a Walheim & Associates Profit Sharing & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Meyer Seed Company of Baltimore, Inc Profit Sharing Plan in MD ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph a Walheim & Associates Profit Sharing & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 232874745.

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.