401(k) · DOL Form 5500 · 2022

Walters & Mason Retail Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,589
Participants Near avg headcount
53rd
Percentile by assets National rank
$3,597
Avg per participant Low balance/head
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Official DOL plan name: Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust · Sponsored by Walters & Mason Retail Inc. · Tennessee · Retail Trade

$6M in assets, 1,589 participants

Walters & Mason Retail Inc.'s Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust reported $6M in total assets and 1,589 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,010 in Retail Trade (9,519 peers)

Walters & Mason Retail Inc. multi-year trail

Walters & Mason Retail Inc.'s plans moved +72.2% in assets from 2022 to 2024; this filing shows Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust at $6M / 1,589 participants.

#6,010
in Retail Trade (9,519 peers)
+17.2%
assets growth YoY

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust's mid-pack asset rank among Retail Trade and all filers

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust vs every filed plan by assets

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

$5,716,307 Top 47% higher than 53% 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 & Mason Retail Inc. 401(k) Profit Sharing & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust lands in the large band (1,589 participants).

EBSA filing schedule strip

Filing strip 264814759 · Walters & Mason Retail Inc. PY 2022 · 401(k)

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust · $6M · 1,589 · 53rd

  • EOY $6M
  • EOY 1,589
  • EOY 53rd
  • EOY 401(k)
  • EOY near Lago Mar Properties, Inc. 401(k) Plan
  • EOY ind #6010

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 Retail Trade retirement plans → · Plans in Tennessee →

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust in the asset neighbourhood

Walters & Mason Retail Inc. 401(k) Profit Sharing & TrustWalters & Mason Retail Inc. …$6MLago Mar Properties, Inc. 401(k) PlanLago Mar Properties, Inc. 40…$6MEncino Surgicenter Retirement PlanEncino Surgicenter Retiremen…$6MSouthwest Care Center 401(k) Profit Sharing Plan Sharing PlanSouthwest Care Center 401(k)…$6MMackie Wolf Zientz & Mann, P.C. 401(k) PlanMackie Wolf Zientz & Mann, P…$6M
End-of-year total assets ($M) among Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Walters & Mason Retail Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walters & Mason Retail Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 72.24674951852656% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.72M $9.85M ▲ +72.2%
Year Plans Participants Total Assets
2022 1 1,589 $6M
2023 1 2,563 $8M
2024 1 2,067 $10M

Walters & Mason Retail Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$841K
Employer EIN264814759
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.

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust, Total assets ($B): 0.005716307 · Participants: 1589Walters & Mason Retail Inc. 401(k) Profit Sharing & TrustFedex 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
Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust side-by-side with 3 peers →

Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lago Mar Properties, Inc. 401(k) Plan in FL ($6M); by covered participants it is The Sheehy Organization 401(k) Savings Plan in VA (1,589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,589 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 & Mason Retail Inc. 401(k) Profit Sharing & Trust assets move in 2022? ▼
Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust grew sharply - up 17.2% during 2022, from $5M to $6M. Reported net income was $841K.
How have Walters & Mason Retail Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walters & Mason Retail Inc.'s sponsor-wide assets grew 72.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lago Mar Properties, Inc. 401(k) Plan in FL ($6M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Walters & Mason Retail Inc. 401(k) Profit Sharing & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Sheehy Organization 401(k) Savings Plan in VA (1,589 participants, $85M 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 264814759.

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.