Profit Sharing · DOL Form 5500 · 2023

David Walsh Associates, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: David Walsh Associates Profit Sharing Plan · Sponsored by David Walsh Associates, LLC · Pennsylvania · Finance & Insurance

$1M in assets, 1 participants

David Walsh Associates, LLC's David Walsh Associates Profit Sharing Plan reported $1M in total assets and 1 participant 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.

  • #1,442 in Finance & Insurance (8,869 peers)

David Walsh Associates, LLC multi-year trail

David Walsh Associates, LLC's plans moved +23.4% in assets from 2022 to 2024; this filing shows David Walsh Associates Profit Sharing Plan at $1M / 1 participant.

#1,442
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY

David Walsh Associates Profit Sharing Plan among the smaller filed plans by assets

David Walsh Associates Profit Sharing Plan vs every filed plan by assets

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

$1,172,417 25th percentile higher than 25% 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

David Walsh Associates Profit Sharing 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. David Walsh Associates Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Walsh Associates Profit Sharing Plan reported net income rose from $25K in the plan year 2022 filing to $127K in the plan year 2023 filing.
  • David Walsh Associates Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223752291 · David Walsh Associates, LLC PY 2023 · Profit Sharing

David Walsh Associates Profit Sharing Plan · $1M · 1 · 25th

  • 5500 $1M
  • 5500 1
  • 5500 25th
  • 5500 Profit Sharing
  • 5500 near Csv Pools and Spas, Inc. Retirement Plan
  • 5500 ind #1442

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

David Walsh Associates Profit Sharing Plan in the asset neighbourhood

David Walsh Associates Profit Sharing PlanDavid Walsh Associates Profi…$1MCsv Pools and Spas, Inc. Retirement PlanCsv Pools and Spas, Inc. Ret…$1MAdams Liquor Corporation Profit Sharing PlanAdams Liquor Corporation Pro…$1MValley Pathology LLC Money Purchase Pension & TrustValley Pathology LLC Money P…$1MBradley and Sons, Inc. Profit Sharing PlanBradley and Sons, Inc. Profi…$1M
End-of-year total assets ($M) among David Walsh Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

David Walsh Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All David Walsh Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.415262725395113% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.05M $1.29M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

David Walsh Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$127K
Employer EIN223752291
Plan Effective Date2000-08-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

David Walsh Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants David Walsh Associates Profit Sharing Plan, Total assets ($B): 0.001172417 · Participants: 1David Walsh Associates Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
David Walsh Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare David Walsh Associates Profit Sharing Plan side-by-side with 3 peers →

David Walsh Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Csv Pools and Spas, Inc. Retirement Plan in FL ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David Walsh Associates Profit Sharing Plan assets move in 2023? ▼
David Walsh Associates Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $1M to $1M. Reported net income was $127K.
How have David Walsh Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Walsh Associates, LLC's sponsor-wide assets grew 23.4%, from $1M to $1M.
Where does David Walsh Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David Walsh Associates Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to David Walsh Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Csv Pools and Spas, Inc. Retirement Plan in FL ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to David Walsh Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 223752291.

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.