401(k) · DOL Form 5500 · 2023

Jack Walters & Sons Corp. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
137
Participants Small participant base
53rd
Percentile by assets National rank
$55,543
Avg per participant Low balance/head
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Official DOL plan name: Jack Walters & Sons Corp. 401(k) Retirement Savings Plan · Sponsored by Jack Walters & Sons Corp. · Wisconsin · Construction

$8M in assets, 137 participants

Jack Walters & Sons Corp.'s Jack Walters & Sons Corp. 401(k) Retirement Savings Plan reported $8M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,611 in Construction (9,030 peers)

Coverage in Wisconsin

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#4,611
in Construction (9,030 peers)
+21.1%
assets growth YoY

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,609,438 Top 47% higher than 53% 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

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack Walters & Sons Corp. 401(k) Retirement Savings Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack Walters & Sons Corp. 401(k) Retirement Savings Plan reported net income rose from -$660K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jack Walters & Sons Corp. 401(k) Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jack Walters & Sons Corp. 401(k) Retirement Savings Plan reported participants rose from 132 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391093704 · Jack Walters & Sons Corp. PY 2023 · 401(k)

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan · $8M · 137 · 53rd

  • IND $8M
  • EOY 137
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near Brittain Resorts & Hotels 401 (K) Plan
  • EIN ind #4611

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 Wisconsin →

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan in the asset neighbourhood

Jack Walters & Sons Corp. 401(k) Retirement Savings PlanJack Walters & Sons Corp. 40…$8MBrittain Resorts & Hotels 401 (K) PlanBrittain Resorts & Hotels 40…$8MEssex Technology Group, LLC Dba Bargain Hunt 401(k) PlanEssex Technology Group, LLC …$8MParadise Cruise 401(k) Profit Sharing Plan and TrustParadise Cruise 401(k) Profi…$8MNorth Fork Holdings, Inc. 401(k) Ret. PlanNorth Fork Holdings, Inc. 40…$8M
End-of-year total assets ($M) among Jack Walters & Sons Corp. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN391093704
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Walters & Sons Corp.)

Sponsor-wide plan assets over time

All Jack Walters & Sons Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 54.17547803479758% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.28M $9.68M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 137 $8M
2024 1 138 $10M

Nearby 401(k) Plans in Wisconsin

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

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jack Walters & Sons Corp. 401(k) Retirement Savings Plan, Total assets ($B): 0.007609438 · Participants: 137Jack Walters & Sons Corp. 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Jack Walters & Sons Corp. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jack Walters & Sons Corp. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Jack Walters & Sons Corp. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brittain Resorts & Hotels 401 (K) Plan in SC ($8M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Jack Walters & Sons Corp. 401(k) Retirement Savings Plan assets move in 2023? ▼
Jack Walters & Sons Corp. 401(k) Retirement Savings Plan grew sharply - up 21.1% during 2023, from $6M to $8M. Reported net income was $1M.
How have Jack Walters & Sons Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Walters & Sons Corp.'s sponsor-wide assets grew 54.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Jack Walters & Sons Corp. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brittain Resorts & Hotels 401 (K) Plan in SC ($8M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Jack Walters & Sons Corp. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 391093704.

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.