Profit Sharing · DOL Form 5500 · 2023

Walton Prop & Construction Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$217,673
Avg per participant Above avg balance/head
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Official DOL plan name: Walton Properties Profit Sharing Plan & Trust · Sponsored by Walton Prop & Construction Inc · Florida · Construction

$2M in assets, 8 participants

Walton Prop & Construction Inc's Walton Properties Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,411 in Construction (9,030 peers)

Walton Prop & Construction Inc multi-year trail

Walton Prop & Construction Inc's plans moved -33.0% in assets from 2022 to 2024; this filing shows Walton Properties Profit Sharing Plan & Trust at $2M / 8 participants.

#2,411
in Construction (9,030 peers)
+4.3%
assets growth YoY

Walton Properties Profit Sharing Plan & Trust among the smaller filed plans by assets

Walton Properties Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,741,387 29th percentile higher than 29% of 127,068 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 2023

Walton Properties Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walton Properties Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walton Properties Profit Sharing Plan & Trust reported net income rose from -$275K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Walton Properties Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593240715 · Walton Prop & Construction Inc PY 2023 · Profit Sharing

Walton Properties Profit Sharing Plan & Trust · $2M · 8 · 29th

  • SCH $2M
  • EBSA 8
  • PART 29th
  • TYPE Profit Sharing
  • NET near Tami Meyerson Profit Sharing Plan
  • BOOK ind #2411

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 Construction retirement plans → · Plans in Florida →

Walton Properties Profit Sharing Plan & Trust in the asset neighbourhood

Walton Properties Profit Sharing Plan & TrustWalton Properties Profit Sha…$2MTami Meyerson Profit Sharing PlanTami Meyerson Profit Sharing…$2MFrancisco J. Rodriguez, Md PA Employee Profit Sharing PlanFrancisco J. Rodriguez, Md P…$2MRenyson Too, Inc. Retirement PlanRenyson Too, Inc. Retirement…$2MS. Marshall Cushman Md Sc Profit Sharing PlanS. Marshall Cushman Md Sc Pr…$2M
End-of-year total assets ($M) among Walton Properties Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Walton Prop & Construction Inc multi-year asset trail

Sponsor-wide plan assets over time

All Walton Prop & Construction Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.04734294887153% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.67M $1.12M ▼ -32.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 7 $1M

Walton Prop & Construction Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$72K
Employer EIN593240715
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walton Properties Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Walton Properties Profit Sharing Plan & Trust, Total assets ($B): 0.001741387 · Participants: 8Walton Properties Profit Sharing Plan & TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Walton Properties Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Walton Properties Profit Sharing Plan & Trust side-by-side with 3 peers →

Walton Properties Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Tami Meyerson Profit Sharing Plan in NY ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walton Properties Profit Sharing Plan & Trust assets move in 2023? ▼
Walton Properties Profit Sharing Plan & Trust edged up modestly - up 4.3% during 2023, from $2M to $2M. Reported net income was $72K.
How have Walton Prop & Construction Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Prop & Construction Inc's sponsor-wide assets declined 33.0%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Walton Properties Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tami Meyerson Profit Sharing Plan in NY ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Walton Properties Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593240715.

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.