401(k) · DOL Form 5500 · 2023

Walker's Shortbread, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
30
Participants Small participant base
55th
Percentile by assets National rank
$277,300
Avg per participant High balance/head
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Official DOL plan name: Walker's Shortbread, Inc. Retirement Plan · Sponsored by Walker's Shortbread, Inc. · New York · Manufacturing

$8M in assets, 30 participants

Walker's Shortbread, Inc.'s Walker's Shortbread, Inc. Retirement Plan reported $8M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,478 in Manufacturing (18,722 peers)

Walker's Shortbread, Inc. multi-year trail

Walker's Shortbread, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Walker's Shortbread, Inc. Retirement Plan at $8M / 30 participants.

#7,478
in Manufacturing (18,722 peers)
+29.2%
assets growth YoY

Walker's Shortbread, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Walker's Shortbread, Inc. Retirement Plan vs every filed plan by assets

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

$8,319,010 Top 45% higher than 55% 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

Walker's Shortbread, Inc. 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. Walker's Shortbread, Inc. Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walker's Shortbread, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Walker's Shortbread, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Walker's Shortbread, Inc. Retirement Plan reported participants rose from 24 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133836419 · Walker's Shortbread, Inc. PY 2023 · 401(k)

Walker's Shortbread, Inc. Retirement Plan · $8M · 30 · 55th

  • TYPE $8M
  • NET 30
  • BOOK 55th
  • VS-ST 401(k)
  • BOY near Drugscan, Inc. 401(k) Profit Sharing Plan
  • SCH ind #7478

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 Manufacturing retirement plans → · Plans in New York →

Walker's Shortbread, Inc. Retirement Plan in the asset neighbourhood

Walker's Shortbread, Inc. Retirement PlanWalker's Shortbread, Inc. Re…$8MDrugscan, Inc. 401(k) Profit Sharing PlanDrugscan, Inc. 401(k) Profit…$8MRoberts Oxygen Company 401(k) PlanRoberts Oxygen Company 401(k…$8MIndoormedia, Inc. 401(k) Retirement PlanIndoormedia, Inc. 401(k) Ret…$8MInforeach, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Walker's Shortbread, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walker's Shortbread, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walker's Shortbread, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 17.93902948637686% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.44M $7.59M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 24 $6M
2023 1 30 $8M
2024 1 30 $8M

Walker's Shortbread, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN133836419
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Walker's Shortbread, Inc. Retirement Plan, Total assets ($B): 0.00831901 · Participants: 30Walker's Shortbread, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Walker's Shortbread, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Drugscan, Inc. 401(k) Profit Sharing Plan in PA ($8M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Walker's Shortbread, Inc. Retirement Plan assets move in 2023? ▼
Walker's Shortbread, Inc. Retirement Plan grew sharply - up 29.2% during 2023, from $6M to $8M. Reported net income was $2M.
How have Walker's Shortbread, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walker's Shortbread, Inc.'s sponsor-wide assets grew 17.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drugscan, Inc. 401(k) Profit Sharing Plan in PA ($8M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 133836419.

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.