Profit Sharing · DOL Form 5500 · 2023
Waler & Waler Cpas PA Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $231,010
- Avg per participant Above avg balance/head
Official DOL plan name: Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · Sponsored by Waler & Waler Cpas PA · Florida · Professional & Technical Services
$1M in assets, 5 participants
Waler & Waler Cpas PA's Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,110 in Professional & Technical Services (20,321 peers)
Waler & Waler Cpas PA multi-year trail
Waler & Waler Cpas PA's plans moved +48.7% in assets from 2022 to 2024; this filing shows Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust at $1M / 5 participants.
- #4,110
- in Professional & Technical Services (20,321 peers)
- +24.8%
- assets growth YoY
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust among the smaller filed plans by assets
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,155,051 25th percentile higher than 25% 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
Richard L Waler Jr Cpa PA Profit Sharing Plan and 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. Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust reported net income rose from -$171K in the plan year 2022 filing to $229K in the plan year 2023 filing.
- Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust end-of-year assets rose from $926K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592760678 · Waler & Waler Cpas PA PY 2023 · Profit Sharing
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · $1M · 5 · 25th
- BOY $1M
- BOY 5
- BOY 25th
- BOY Profit Sharing
- BOY near Rainbow/Marianne Puerto Rico 401(k) Plan
- BOY ind #4110
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 Florida →
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust in the asset neighbourhood
Waler & Waler Cpas PA multi-year asset trail
Sponsor-wide plan assets over time
All Waler & Waler Cpas PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 48.70468279985094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $926K |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $1M |
Waler & Waler Cpas PA filing trail (2023)
| Total Assets (Beginning of Year) | $926K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $229K |
| Employer EIN | 592760678 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Rainbow/Marianne Puerto Rico 401(k) Plan in NY ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.