401(k) · DOL Form 5500 · 2022

Waller Lansden Dortch & Davis 401(k) Plan

Data updated 2026-08-11

$196M
Total assets
377
Participants
96th
Percentile by assets
$519,771
Avg per participant
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Official DOL plan name: Waller Lansden Dortch & Davis 401(k) Retirement Plan · Sponsored by Waller Lansden Dortch & Davis · Tennessee · Professional & Technical Services

$196M in assets, 377 participants

Waller Lansden Dortch & Davis's Waller Lansden Dortch & Davis 401(k) Retirement Plan reported $196M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #20,833 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Waller Lansden Dortch & Davis 401(k) Retirement Plan covers 377 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $196M.

$196M
total plan assets (2022 EOY)
377
covered participants
96th
percentile by assets (of 139,126 plans)
$519,771
avg assets per participant

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Waller Lansden Dortch & Davis 401(k) Retirement Plan sits by total assets

Waller Lansden Dortch & Davis 401(k) Retirement Plan vs every filed plan by assets

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

$195,953,595 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Tennessee
Industry
Professional & Technical Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Waller Lansden Dortch & Davis 401(k) Retirement Plan reports 377 participants - about 33% of that state average ($196M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$196M
Net Income-$43M
Employer EIN620479474
Plan Effective Date1970-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Waller Lansden Dortch & Davis)

$-100M$0M$100M$200M$300M 20222023 $204M $0.23M ▼ -99.9%
Total plan assets by year, all Waller Lansden Dortch & Davis plans on file
Year Plans Participants Total Assets
2022 2 390 $204M
2023 2 357 $228K

Nearby 401(k) Plans in Tennessee

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

Waller Lansden Dortch & Davis 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Waller Lansden Dortch & Davis 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Waller Lansden Dortc…Fedex Corporation Re…Hca 401(k) PlanInternational Paper …Federal Express Corp…Chs/Community Health…
Waller Lansden Dortch & Davis 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Waller Lansden Dortch & Davis 401(k) Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Waller Lansden Dortch & Davis 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Waller Lansden Dortch & Davis 401(k) Retirement Plan assets move in 2022? ▼
Waller Lansden Dortch & Davis 401(k) Retirement Plan declined sharply - down 17.6% during 2022, from $238M to $196M. Reported net income was -$43M.
How have Waller Lansden Dortch & Davis plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waller Lansden Dortch & Davis's sponsor-wide assets declined 99.9%, from $204M to $228K.
Where does Waller Lansden Dortch & Davis 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Waller Lansden Dortch & Davis 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Waller Lansden Dortch & Davis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Multi-Cinema, Inc. 401(k) Savings Plan in KS ($196M, 8,387 participants).

Next read for Waller Lansden Dortch & Davis 401(k) Ret…

Filing takeaways

Ways to act on Waller Lansden Dortch & Davis 401(k) Retirement Plan's numbers.

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 620479474.

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.