401(k) · DOL Form 5500 · 2022

Waller Lansden Dortch & Davis 401(k) Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
377
Participants Below avg headcount
96th
Percentile by assets National rank
$519,771
Avg per participant High balance/head
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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.

  • #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.

#20,833
in Professional & Technical Services (21,562 peers)
-17.6%
assets change YoY
2.0×
vs typical plan assets (national mean)

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.

Waller Lansden Dortch & Davis 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Waller Lansden Dortch & Davis 401(k) Retirement 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. Waller Lansden Dortch & Davis 401(k) Retirement Plan sits mid-pack in the medium band (377 participants).

Form 5500 schedule snapshot

Filing strip 620479474 · Waller Lansden Dortch & Davis PY 2022 · 401(k)

Waller Lansden Dortch & Davis 401(k) Retirement Plan · $196M · 377 · 96th

  • PHOTO $196M
  • PHOTO 377
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near American Multi-Cinema, Inc. 401(k) Savings Plan
  • PHOTO ind #20833

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 Tennessee →

Waller Lansden Dortch & Davis 401(k) Retirement Plan in the asset neighbourhood

Timkensteel Corporation Savings and Investment Pension PlanTimkensteel Corporation Savi…$196MAmerican Multi-Cinema, Inc. 401(k) Savings PlanAmerican Multi-Cinema, Inc. …$196MWaller Lansden Dortch & Davis 401(k) Retirement PlanWaller Lansden Dortch & Davi…$196MInfineon Technologies Savings PlanInfineon Technologies Saving…$196MEplus Inc. 401(k) Profit Sharing PlanEplus Inc. 401(k) Profit Sha…$196M
End-of-year total assets ($M) among Waller Lansden Dortch & Davis 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Waller Lansden Dortch & Davis plans reported in each filing year

Latest sponsor-wide plan assets
$228K 99.88792482072199% vs 2022
2023 filing year
$0M$100M$200M$300M 20222023 $204M $0.23M ▼ -99.9%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Waller Lansden Dortch & Davis 401(k) Retirement Plan, Total assets ($B): 0.195953595 · Participants: 377Waller Lansden Dortch & Davis 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
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) Retirement Plan side-by-side with 3 peers →

Waller Lansden Dortch & Davis 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is American Multi-Cinema, Inc. 401(k) Savings Plan in KS ($196M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 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).
Which 401(k) plans cover a similar participant headcount to Waller Lansden Dortch & Davis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 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.