401(k) · DOL Form 5500 · 2023

Waltz Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$286,560
Avg per participant High balance/head
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Official DOL plan name: Waltz Engineering, Inc. 401(k) Retirement Plan · Sponsored by Waltz Engineering, Inc. · Hawaii · Construction

$3M in assets, 11 participants

Waltz Engineering, Inc.'s Waltz Engineering, Inc. 401(k) Retirement Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,114 in Construction (9,030 peers)

Waltz Engineering, Inc. multi-year trail

Waltz Engineering, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Waltz Engineering, Inc. 401(k) Retirement Plan at $3M / 11 participants.

#3,114
in Construction (9,030 peers)
+17.9%
assets growth YoY

Waltz Engineering, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Waltz Engineering, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$3,152,165 36th percentile higher than 36% 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

Waltz Engineering, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waltz Engineering, Inc. 401(k) Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waltz Engineering, Inc. 401(k) Retirement Plan reported net income rose from -$517K in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Waltz Engineering, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Waltz Engineering, Inc. 401(k) Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990251116 · Waltz Engineering, Inc. PY 2023 · 401(k)

Waltz Engineering, Inc. 401(k) Retirement Plan · $3M · 11 · 36th

  • PART $3M
  • PART 11
  • PART 36th
  • PART 401(k)
  • PART near Napsteel/Cascadia Metals 401(k) Plan
  • PART ind #3114

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 Hawaii →

Waltz Engineering, Inc. 401(k) Retirement Plan in the asset neighbourhood

Waltz Engineering, Inc. 401(k) Retirement PlanWaltz Engineering, Inc. 401(…$3MNapsteel/Cascadia Metals 401(k) PlanNapsteel/Cascadia Metals 401…$3MSpada Properties, Inc. 401(k) PlanSpada Properties, Inc. 401(k…$3MRio Grande Valley Sugar Growers, Inc. Employees' Retirement PlanRio Grande Valley Sugar Grow…$3MAffinia Therapeutics Inc 401(k) Profit Sharing Plan and TrustAffinia Therapeutics Inc 401…$3M
End-of-year total assets ($M) among Waltz Engineering, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waltz Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waltz Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.10682733267636% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.64M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 11 $3M
2024 1 11 $4M

Waltz Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$479K
Employer EIN990251116
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Waltz Engineering, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Waltz Engineering, Inc. 401(k) Retirement Plan, Total assets ($B): 0.003152165 · Participants: 11Waltz Engineering, Inc. 401(k) Retirement PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Waltz Engineering, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Waltz Engineering, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Waltz Engineering, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Napsteel/Cascadia Metals 401(k) Plan in WA ($3M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Waltz Engineering, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Waltz Engineering, Inc. 401(k) Retirement Plan grew sharply - up 17.9% during 2023, from $3M to $3M. Reported net income was $479K.
How have Waltz Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waltz Engineering, Inc.'s sponsor-wide assets grew 36.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Waltz Engineering, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Napsteel/Cascadia Metals 401(k) Plan in WA ($3M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Waltz Engineering, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 990251116.

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.