401(k) · DOL Form 5500 · 2022

Walpole & Co., LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
50
Participants Small participant base
47th
Percentile by assets National rank
$85,401
Avg per participant Below avg balance/head
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Official DOL plan name: Walpole & Co., LLP 401(k) Plan · Sponsored by Walpole & Co., LLP · California · Professional & Technical Services

$4M in assets, 50 participants

Walpole & Co., LLP's Walpole & Co., LLP 401(k) Plan reported $4M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,680 in Professional & Technical Services (21,562 peers)

Walpole & Co., LLP multi-year trail

Walpole & Co., LLP's plans moved -88.4% in assets from 2022 to 2024; this filing shows Walpole & Co., LLP 401(k) Plan at $4M / 50 participants.

#9,680
in Professional & Technical Services (21,562 peers)
-3.6%
assets change YoY

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walpole & Co., LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Walpole & Co., LLP 401(k) Plan vs every filed plan by assets

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

$4,270,046 47th percentile higher than 47% 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

Walpole & Co., LLP 401(k) 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. Walpole & Co., LLP 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 770384152 · Walpole & Co., LLP PY 2022 · 401(k)

Walpole & Co., LLP 401(k) Plan · $4M · 50 · 47th

  • VS-ST $4M
  • BOY 50
  • SCH 47th
  • EBSA 401(k)
  • PART near Rbs Opco, LLC 401(k) Plan
  • TYPE ind #9680

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 California →

Walpole & Co., LLP 401(k) Plan in the asset neighbourhood

Walpole & Co., LLP 401(k) PlanWalpole & Co., LLP 401(k) Pl…$4MRbs Opco, LLC 401(k) Plan$4MRiversbend Rehabilitation, Inc. 401(k) PlanRiversbend Rehabilitation, I…$4MTurkish Airlines Inc. 401(k) PlaTurkish Airlines Inc. 401(k)…$4MElmbrook Oral & Maxillofacial Surgery Profit Sharing PlanElmbrook Oral & Maxillofacia…$4M
End-of-year total assets ($M) among Walpole & Co., LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Walpole & Co., LLP multi-year asset trail

Sponsor-wide plan assets over time

All Walpole & Co., LLP plans reported in each filing year

Latest sponsor-wide plan assets
$497K 88.35860316258888% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.27M $0.5M ▼ -88.3%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 58 $5M
2024 1 45 $497K

Walpole & Co., LLP filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$161K
Employer EIN770384152
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Walpole & Co., LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walpole & Co., LLP 401(k) Plan, Total assets ($B): 0.004270046 · Participants: 50Walpole & Co., LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Walpole & Co., LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Walpole & Co., LLP 401(k) Plan side-by-side with 3 peers →

Walpole & Co., LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rbs Opco, LLC 401(k) Plan in IL ($4M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Walpole & Co., LLP 401(k) Plan assets move in 2022? ▼
Walpole & Co., LLP 401(k) Plan edged down modestly - down 3.6% during 2022, from $4M to $4M. Reported net income was -$161K.
How have Walpole & Co., LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walpole & Co., LLP's sponsor-wide assets declined 88.4%, from $4M to $497K.
Which 401(k) plans are similar in size to Walpole & Co., LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rbs Opco, LLC 401(k) Plan in IL ($4M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Walpole & Co., LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M 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 770384152.

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.