Profit Sharing · DOL Form 5500 · 2023
R & J Walters, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $199K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $99,446
- Avg per participant Below avg balance/head
Official DOL plan name: R & J Walters, Inc. Retirement Plan · Sponsored by R & J Walters, Inc. · New Jersey · Administrative & Support Services
$199K in assets, 2 participants
R & J Walters, Inc.'s R & J Walters, Inc. Retirement Plan reported $199K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,055 in Administrative & Support Services (4,372 peers)
R & J Walters, Inc. multi-year trail
R & J Walters, Inc.'s plans moved +19889100.0% in assets from 2022 to 2023; this filing shows R & J Walters, Inc. Retirement Plan at $199K / 2 participants.
- #1,055
- in Administrative & Support Services (4,372 peers)
- +19889100.0%
- assets growth YoY
R & J Walters, Inc. Retirement Plan among the smaller filed plans by assets
R & J Walters, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,892 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
R & J Walters, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & J Walters, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R & J Walters, Inc. Retirement Plan end-of-year assets rose from $1 in the plan year 2022 filing to $199K in the plan year 2023 filing.
- R & J Walters, Inc. Retirement Plan reported net income rose from $1 in the plan year 2022 filing to $199K in the plan year 2023 filing.
DOL schedule card
Filing strip 874587949 · R & J Walters, Inc. PY 2023 · Profit Sharing
R & J Walters, Inc. Retirement Plan · $199K · 2 · 11th
- EIN $199K
- RANK 2
- PHOTO 11th
- IND Profit Sharing
- EOY near Ayalasemperstrong Ventures Inc. Retirement Plan
- 5500 ind #1055
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 Administrative & Support Services retirement plans → · Plans in New Jersey →
R & J Walters, Inc. Retirement Plan in the asset neighbourhood
R & J Walters, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R & J Walters, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $199K 19889100% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1 |
| 2023 | 2 | 5 | $199K |
R & J Walters, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1 |
|---|---|
| Net Assets (End of Year) | $199K |
| Net Income | $199K |
| Employer EIN | 874587949 |
| Plan Effective Date | 2022-01-27 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
R & J Walters, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Ayalasemperstrong Ventures Inc. Retirement Plan in TX ($199K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.