Profit Sharing · DOL Form 5500 · 2023

Walters Ready Mix Concrete, Inc Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
67
Participants Small participant base
49th
Percentile by assets National rank
$95,413
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walters/Valley Ready Mix P/S Plan · Sponsored by Walters Ready Mix Concrete, Inc · Idaho · Construction

$6M in assets, 67 participants

Walters Ready Mix Concrete, Inc's Walters/Valley Ready Mix P/S Plan reported $6M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,288 in Construction (9,030 peers)

Walters Ready Mix Concrete, Inc multi-year trail

Walters Ready Mix Concrete, Inc's plans moved +52.4% in assets from 2022 to 2024; this filing shows Walters/Valley Ready Mix P/S Plan at $6M / 67 participants.

#4,288
in Construction (9,030 peers)
+25.6%
assets growth YoY

Walters/Valley Ready Mix P/S Plan's mid-pack asset rank among Construction and all filers

Walters/Valley Ready Mix P/S Plan vs every filed plan by assets

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

$6,392,694 49th percentile higher than 49% 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

Walters/Valley Ready Mix P/S 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. Walters/Valley Ready Mix P/S Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walters/Valley Ready Mix P/S Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Walters/Valley Ready Mix P/S Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Walters/Valley Ready Mix P/S Plan reported participants rose from 59 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820357277 · Walters Ready Mix Concrete, Inc PY 2023 · Profit Sharing

Walters/Valley Ready Mix P/S Plan · $6M · 67 · 49th

  • PHOTO $6M
  • IND 67
  • EOY 49th
  • 5500 Profit Sharing
  • ASSETS near Wm J. Shaffer Assoc., Inc. Profit Sharing Plan
  • PCT ind #4288

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 Idaho →

Walters/Valley Ready Mix P/S Plan in the asset neighbourhood

Walters/Valley Ready Mix P/S PlanWalters/Valley Ready Mix P/S…$6MWm J. Shaffer Assoc., Inc. Profit Sharing PlanWm J. Shaffer Assoc., Inc. P…$6MAlliance Partners 401(k) Plan$6MEpic Long Island, Inc. Tax Deferred Annunity PlanEpic Long Island, Inc. Tax D…$6MWichita Pediatric Associates, P.a. Integrated Profit Sharing PlanWichita Pediatric Associates…$6M
End-of-year total assets ($M) among Walters/Valley Ready Mix P/S Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Walters Ready Mix Concrete, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Walters Ready Mix Concrete, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.405346340252294% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.09M $7.76M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 59 $5M
2023 1 67 $6M
2024 1 73 $8M

Walters Ready Mix Concrete, Inc filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN820357277
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

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

Walters/Valley Ready Mix P/S Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Walters/Valley Ready Mix P/S Plan, Total assets ($M): 6.392694 · Participants: 67Walters/Valley Ready Mix P/S PlanSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
Walters/Valley Ready Mix P/S Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare Walters/Valley Ready Mix P/S Plan side-by-side with 3 peers →

Walters/Valley Ready Mix P/S Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Wm J. Shaffer Assoc., Inc. Profit Sharing Plan in OH ($6M); by covered participants it is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Walters/Valley Ready Mix P/S Plan assets move in 2023? ▼
Walters/Valley Ready Mix P/S Plan grew sharply - up 25.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Walters Ready Mix Concrete, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walters Ready Mix Concrete, Inc's sponsor-wide assets grew 52.4%, from $5M to $8M.
Which Profit Sharing plans are similar in size to Walters/Valley Ready Mix P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wm J. Shaffer Assoc., Inc. Profit Sharing Plan in OH ($6M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Walters/Valley Ready Mix P/S Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX (67 participants, $1M 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 820357277.

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.