Profit Sharing · DOL Form 5500 · 2023

Walser Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$37,725
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walser Enterprises, Inc. Retirement Plan · Sponsored by Walser Enterprises, Inc. · Indiana · Food Services & Accommodation

$75K in assets, 2 participants

Walser Enterprises, Inc.'s Walser Enterprises, Inc. Retirement Plan reported $75K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #442 in Food Services & Accommodation (3,828 peers)

What the 2023 filing shows

Walser Enterprises, Inc. Retirement Plan holds $75K for 2 participants - about $37,725 per participant, among the smaller plans by assets on file.

#442
in Food Services & Accommodation (3,828 peers)
-2.1%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walser Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Walser Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$75,449 5th percentile higher than 5% 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

Walser Enterprises, 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. Walser Enterprises, 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

  • Walser Enterprises, Inc. Retirement Plan reported net income rose from -$2K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Walser Enterprises, Inc. Retirement Plan end-of-year assets fell from $77K in the plan year 2022 filing to $75K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452825044 · Walser Enterprises, Inc. PY 2023 · Profit Sharing

Walser Enterprises, Inc. Retirement Plan · $75K · 2 · 5th

  • EIN $75K
  • RANK 2
  • PHOTO 5th
  • IND Profit Sharing
  • EOY near Herblet Holdings Inc. Retirement Plan
  • 5500 ind #442

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

Walser Enterprises, Inc. Retirement Plan in the asset neighbourhood

Walser Enterprises, Inc. Retirement PlanWalser Enterprises, Inc. Ret…$75KHerblet Holdings Inc. Retirement PlanHerblet Holdings Inc. Retire…$76KCorvi Nidus Inc. Retirement PlanCorvi Nidus Inc. Retirement …$76KMj Semidey Blanes Retirement PlanMj Semidey Blanes Retirement…$75KCastro Fernandez Retirement PlanCastro Fernandez Retirement …$75K
End-of-year total assets ($M) among Walser Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$77K
Net Assets (End of Year)$75K
Net Income-$2K
Employer EIN452825044
Plan Effective Date2011-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Walser Enterprises, Inc.)

Sponsor-wide plan assets over time

All Walser Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74K 4.222922584075847% vs 2022
2024 filing year
$0.07M$0.07M$0.08M$0.08M$0.09M 202220232024 $0.08M $0.07M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 2 $77K
2023 1 2 $75K
2024 1 2 $74K

Nearby Profit Sharing Plans in Indiana

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

Walser Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Walser Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000075449 · Participants: 2Walser Enterprises, Inc. Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Walser Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

Walser Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Herblet Holdings Inc. Retirement Plan in MI ($76K); 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 ($75K 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.

Frequently Asked Questions

How did Walser Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Walser Enterprises, Inc. Retirement Plan edged down modestly - down 2.1% during 2023, from $77K to $75K. Reported net income was -$2K.
How have Walser Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walser Enterprises, Inc.'s sponsor-wide assets declined 4.2%, from $77K to $74K.
Where does Walser Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Walser Enterprises, Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Walser Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Herblet Holdings Inc. Retirement Plan in MI ($76K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Walser Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).