401(k) · DOL Form 5500 · 2022

Waller Lansden Dortch & Davis LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
13
Participants Small participant base
60th
Percentile by assets National rank
$604,928
Avg per participant High balance/head
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Official DOL plan name: Waller Lansden Dortch & Davis 401(k) Retirement Plan II · Sponsored by Waller Lansden Dortch & Davis LLP · Tennessee · Professional & Technical Services

$8M in assets, 13 participants

Waller Lansden Dortch & Davis LLP's Waller Lansden Dortch & Davis 401(k) Retirement Plan II reported $8M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,522 in Professional & Technical Services (21,562 peers)

Waller Lansden Dortch & Davis LLP multi-year trail

Waller Lansden Dortch & Davis LLP's plans moved -99.9% in assets from 2022 to 2023; this filing shows Waller Lansden Dortch & Davis 401(k) Retirement Plan II at $8M / 13 participants.

#12,522
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY

The plan reported a net loss of $883K 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 II's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$7,864,058 Top 40% higher than 60% 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 II among smaller 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 II is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

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

Waller Lansden Dortch & Davis 401(k) Retirement Plan II · $8M · 13 · 60th

  • PHOTO $8M
  • PHOTO 13
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Savings Plan for Employees of Fischer Paper Products, Inc.
  • PHOTO ind #12522

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 II in the asset neighbourhood

Waller Lansden Dortch & Davis 401(k) Retirement Plan IIWaller Lansden Dortch & Davi…$8MSavings Plan for Employees of Fischer Paper Products, Inc.Savings Plan for Employees o…$8MGermanow-Simon Flexible Contribution Retirement PlanGermanow-Simon Flexible Cont…$8MAaa Business Supplies & Interiors 401(k) & Profit Sharing PlanAaa Business Supplies & Inte…$8MSchwartz & Associates, P.a. 401(k) Salary Savings PlanSchwartz & Associates, P.a. …$8M
End-of-year total assets ($M) among Waller Lansden Dortch & Davis 401(k) Retirement Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waller Lansden Dortch & Davis LLP multi-year asset trail

Sponsor-wide plan assets over time

All Waller Lansden Dortch & Davis LLP 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

Waller Lansden Dortch & Davis LLP filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$883K
Employer EIN620479474
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

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 II vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Waller Lansden Dortch & Davis 401(k) Retirement Plan II, Total assets ($B): 0.007864058 · Participants: 13Waller Lansden Dortch & Davis 401(k) Retirement Plan IIFedex 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 II vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Waller Lansden Dortch & Davis 401(k) Retirement Plan II side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Savings Plan for Employees of Fischer Paper Products, Inc. in IL ($8M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 II assets move in 2022? ▼
Waller Lansden Dortch & Davis 401(k) Retirement Plan II declined sharply - down 17.2% during 2022, from $9M to $8M. Reported net income was -$883K.
How have Waller Lansden Dortch & Davis LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waller Lansden Dortch & Davis LLP's sponsor-wide assets declined 99.9%, from $204M to $228K.
Which 401(k) plans are similar in size to Waller Lansden Dortch & Davis 401(k) Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Employees of Fischer Paper Products, Inc. in IL ($8M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Waller Lansden Dortch & Davis 401(k) Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A 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.