Profit Sharing · DOL Form 5500 · 2023

Charles E. Walters & Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$683K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$683,064
Avg per participant High balance/head
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Official DOL plan name: Charles E. Walters & Co. Inc. Psp · Sponsored by Charles E. Walters & Company, Inc. · Alabama · Wholesale Trade

$683K in assets, 1 participants

Charles E. Walters & Company, Inc.'s Charles E. Walters & Co. Inc. Psp reported $683K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #688 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Charles E. Walters & Co. Inc. Psp holds $683K for 1 participant - about $683,064 per participant, among the smaller plans by assets on file.

#688
in Wholesale Trade (6,309 peers)
+5.7%
assets growth YoY

Charles E. Walters & Co. Inc. Psp among the smaller filed plans by assets

Charles E. Walters & Co. Inc. Psp vs every filed plan by assets

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

$683,064 20th percentile higher than 20% 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

Charles E. Walters & Co. Inc. Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles E. Walters & Co. Inc. Psp is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles E. Walters & Co. Inc. Psp reported net income rose from -$165K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • Charles E. Walters & Co. Inc. Psp end-of-year assets rose from $646K in the plan year 2022 filing to $683K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630849757 · Charles E. Walters & Company, Inc. PY 2023 · Profit Sharing

Charles E. Walters & Co. Inc. Psp · $683K · 1 · 20th

  • EOY $683K
  • 5500 1
  • ASSETS 20th
  • PCT Profit Sharing
  • EIN near Palm Coast Enterprises, Inc. Profit Sharing Plan
  • RANK ind #688

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 Wholesale Trade retirement plans → · Plans in Alabama →

Charles E. Walters & Co. Inc. Psp in the asset neighbourhood

Charles E. Walters & Co. Inc. PspCharles E. Walters & Co. Inc…$683KPalm Coast Enterprises, Inc. Profit Sharing PlanPalm Coast Enterprises, Inc.…$683KMadison Partners, L.L.C. 401(k) PlanMadison Partners, L.L.C. 401…$683KR.P. Laurain & Associates, Inc. Profit Sharing PlanR.P. Laurain & Associates, I…$683KPiscina, Inc. Retirement Plan$683K
End-of-year total assets ($M) among Charles E. Walters & Co. Inc. Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$646K
Net Assets (End of Year)$683K
Net Income$37K
Employer EIN630849757
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles E. Walters & Company, Inc.)

Sponsor-wide plan assets over time

All Charles E. Walters & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$691K 6.895063285068251% vs 2022
2024 filing year
$0.64M$0.66M$0.68M$0.7M 202220232024 $0.65M $0.69M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 1 $646K
2023 1 1 $683K
2024 1 1 $691K

Nearby Profit Sharing Plans in Alabama

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

Charles E. Walters & Co. Inc. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Charles E. Walters & Co. Inc. Psp, Total assets ($M): 0.683064 · Participants: 1Charles E. Walters & Co. Inc. PspThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Charles E. Walters & Co. Inc. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Charles E. Walters & Co. Inc. Psp side-by-side with 3 peers →

Charles E. Walters & Co. Inc. Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Palm Coast Enterprises, Inc. Profit Sharing Plan in GA ($683K); 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 Charles E. Walters & Co. Inc. Psp assets move in 2023? ▼
Charles E. Walters & Co. Inc. Psp grew at a solid clip - up 5.7% during 2023, from $646K to $683K. Reported net income was $37K.
How have Charles E. Walters & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles E. Walters & Company, Inc.'s sponsor-wide assets grew 6.9%, from $646K to $691K.
Where does Charles E. Walters & Co. Inc. Psp rank by assets among Form 5500 filers? ▼
Charles E. Walters & Co. Inc. Psp ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Charles E. Walters & Co. Inc. Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Palm Coast Enterprises, Inc. Profit Sharing Plan in GA ($683K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles E. Walters & Co. Inc. Psp? ▼
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 630849757.

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.