401(k) · DOL Form 5500 · 2023

Walker & Dunlop, LLC 401(k) Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
1,410
Participants Near avg headcount
95th
Percentile by assets National rank
$150,827
Avg per participant Above avg balance/head
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Official DOL plan name: Walker & Dunlop, LLC Retirement Savings Plan · Sponsored by Walker & Dunlop, LLC · Maryland · Finance & Insurance

$213M in assets, 1,410 participants

Walker & Dunlop, LLC's Walker & Dunlop, LLC Retirement Savings Plan reported $213M in total assets and 1,410 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,153 in Finance & Insurance (8,869 peers)

Where Walker & Dunlop, LLC Retirement Savings Plan sits by assets

Walker & Dunlop, LLC Retirement Savings Plan sits in the top 5% of all filed plans by assets, $213M for 1,410 participants (~$150,827/participant), up 27.7% in 2023.

#8,153
in Finance & Insurance (8,869 peers)
+27.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Walker & Dunlop, LLC Retirement Savings Plan's outsized position by total assets

Walker & Dunlop, LLC Retirement Savings Plan vs every filed plan by assets

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

$212,665,903 Top 5% higher than 95% 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 & Dunlop, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walker & Dunlop, LLC Retirement Savings Plan lands in the large band (1,410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walker & Dunlop, LLC Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Walker & Dunlop, LLC Retirement Savings Plan end-of-year assets rose from $167M in the plan year 2022 filing to $213M in the plan year 2023 filing.
  • Walker & Dunlop, LLC Retirement Savings Plan reported participants rose from 1,287 in the plan year 2022 filing to 1,410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800312140 · Walker & Dunlop, LLC PY 2023 · 401(k)

Walker & Dunlop, LLC Retirement Savings Plan · $213M · 1,410 · 95th

  • NET $213M
  • NET 1,410
  • NET 95th
  • NET 401(k)
  • NET near Washington Regional 401(k) Plan
  • NET ind #8153

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 Maryland →

Walker & Dunlop, LLC Retirement Savings Plan in the asset neighbourhood

Neurocrine Biosciences, Inc. 401(k) Savings PlanNeurocrine Biosciences, Inc.…$213MAmerisure Mutual Insurance Company 401(k) Savings PlanAmerisure Mutual Insurance C…$213MCherry Bekaert Advisory LLC 401(k) PlanCherry Bekaert Advisory LLC …$213MWashington Regional 401(k) PlanWashington Regional 401(k) P…$213MWalker & Dunlop, LLC Retirement Savings PlanWalker & Dunlop, LLC Retirem…$213M
End-of-year total assets ($M) among Walker & Dunlop, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$213M
Net Income$46M
Employer EIN800312140
Plan Effective Date1950-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Walker & Dunlop, LLC)

Sponsor-wide plan assets over time

All Walker & Dunlop, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$260M 56.3854929412132% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $167M $260M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 1,287 $167M
2023 1 1,410 $213M
2024 1 1,305 $260M

Nearby 401(k) Plans in Maryland

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

Walker & Dunlop, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Walker & Dunlop, LLC Retirement Savings Plan, Total assets ($B): 0.212665903 · Participants: 1410Walker & Dunlop, LLC Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Walker & Dunlop, LLC Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Walker & Dunlop, LLC Retirement Savings Plan side-by-side with 3 peers →

Walker & Dunlop, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Washington Regional 401(k) Plan in AR ($213M); by covered participants it is Commonwealth Care of Roanoke, Inc. 401(k) Plan in VA (1,410 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,410 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 & Dunlop, LLC Retirement Savings Plan assets move in 2023? ▼
Walker & Dunlop, LLC Retirement Savings Plan grew sharply - up 27.7% during 2023, from $167M to $213M. Reported net income was $46M.
How have Walker & Dunlop, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walker & Dunlop, LLC's sponsor-wide assets grew 56.4%, from $167M to $260M.
Where does Walker & Dunlop, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Walker & Dunlop, LLC Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Walker & Dunlop, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Regional 401(k) Plan in AR ($213M, 3,429 participants).
Which 401(k) plans cover a similar participant headcount to Walker & Dunlop, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Care of Roanoke, Inc. 401(k) Plan in VA (1,410 participants, $20M 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 800312140.

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.