401(k) · DOL Form 5500 · 2022

Walters, Balido, & Crain L.L.P. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
99
Participants Small participant base
76th
Percentile by assets National rank
$181,415
Avg per participant Above avg balance/head
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Official DOL plan name: Walters, Balido & Crain Retirement Plan · Sponsored by Walters, Balido, & Crain L.L.P. · Texas · Professional & Technical Services

$18M in assets, 99 participants

Walters, Balido, & Crain L.L.P.'s Walters, Balido & Crain Retirement Plan reported $18M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,312 in Professional & Technical Services (21,562 peers)

Where Walters, Balido & Crain Retirement Plan sits by assets

Walters, Balido & Crain Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 99 participants (~$181,415/participant), down 9.3% in 2022.

#16,312
in Professional & Technical Services (21,562 peers)
-9.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walters, Balido & Crain Retirement Plan's outsized position by total assets

Walters, Balido & Crain Retirement Plan vs every filed plan by assets

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

$17,960,096 Top 24% higher than 76% 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

Walters, Balido & Crain Retirement 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. Walters, Balido & Crain Retirement Plan is a small filing (99 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 611497895 · Walters, Balido, & Crain L.L.P. PY 2022 · 401(k)

Walters, Balido & Crain Retirement Plan · $18M · 99 · 76th

  • EBSA $18M
  • EBSA 99
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Van Acker Construction 401(k) Profit Sharing Plan
  • EBSA ind #16312

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 Texas →

Walters, Balido & Crain Retirement Plan in the asset neighbourhood

Walters, Balido & Crain Retirement PlanWalters, Balido & Crain Reti…$18MVan Acker Construction 401(k) Profit Sharing PlanVan Acker Construction 401(k…$18MBenjamin Steel Company, Inc. Profit Sharing Plan/401(k)Benjamin Steel Company, Inc.…$18MRidewell Corporation 401(k) PlanRidewell Corporation 401(k) …$18MTwm / Tac 401(k) Plan$18M
End-of-year total assets ($M) among Walters, Balido & Crain Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN611497895
Plan Effective Date2006-03-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Walters, Balido, & Crain L.L.P.)

Sponsor-wide plan assets over time

All Walters, Balido, & Crain L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 24.82481719474105% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18M $22.4M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 108 $19M
2024 1 160 $22M

Nearby 401(k) Plans in Texas

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

Walters, Balido & Crain Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Walters, Balido & Crain Retirement Plan, Total assets ($B): 0.017960096 · Participants: 99Walters, Balido & Crain Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Walters, Balido & Crain Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Walters, Balido & Crain Retirement Plan side-by-side with 3 peers →

Walters, Balido & Crain Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Van Acker Construction 401(k) Profit Sharing Plan in CA ($18M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Walters, Balido & Crain Retirement Plan assets move in 2022? ▼
Walters, Balido & Crain Retirement Plan pulled back noticeably - down 9.3% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Walters, Balido, & Crain L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walters, Balido, & Crain L.L.P.'s sponsor-wide assets grew 24.8%, from $18M to $22M.
Where does Walters, Balido & Crain Retirement Plan rank by assets among Form 5500 filers? ▼
Walters, Balido & Crain Retirement Plan ranks in the 76th 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 Walters, Balido & Crain Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van Acker Construction 401(k) Profit Sharing Plan in CA ($18M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Walters, Balido & Crain Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 611497895.

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.