401(k) · DOL Form 5500 · 2023

Wallace Welch & Willingham Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
128
Participants Small participant base
71st
Percentile by assets National rank
$139,887
Avg per participant Near avg balance/head
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Official DOL plan name: Wallace Welch & Willingham Inc. 401(k) Retirement Plan · Sponsored by Wallace Welch & Willingham Inc. · Florida · Finance & Insurance

$18M in assets, 128 participants

Wallace Welch & Willingham Inc.'s Wallace Welch & Willingham Inc. 401(k) Retirement Plan reported $18M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,024 in Finance & Insurance (8,869 peers)

Coverage in Florida

Wallace Welch & Willingham Inc. 401(k) Retirement Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#5,024
in Finance & Insurance (8,869 peers)
+22.4%
assets growth YoY

Wallace Welch & Willingham Inc. 401(k) Retirement Plan's outsized position by total assets

Wallace Welch & Willingham Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$17,905,548 Top 29% higher than 71% 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

Wallace Welch & Willingham Inc. 401(k) Retirement 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. Wallace Welch & Willingham Inc. 401(k) Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallace Welch & Willingham Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wallace Welch & Willingham Inc. 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Wallace Welch & Willingham Inc. 401(k) Retirement Plan reported participants rose from 118 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591203168 · Wallace Welch & Willingham Inc. PY 2023 · 401(k)

Wallace Welch & Willingham Inc. 401(k) Retirement Plan · $18M · 128 · 71st

  • PCT $18M
  • PCT 128
  • PCT 71st
  • PCT 401(k)
  • PCT near Oregon Precision Industries, Inc 401(k) Plan
  • PCT ind #5024

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 Florida →

Wallace Welch & Willingham Inc. 401(k) Retirement Plan in the asset neighbourhood

Wallace Welch & Willingham Inc. 401(k) Retirement PlanWallace Welch & Willingham I…$18MOregon Precision Industries, Inc 401(k) PlanOregon Precision Industries,…$18MAmerican Academy of Physician Associates 401(k) Savings & RetirementAmerican Academy of Physicia…$18MAppleton Union Employees' 401(k) PlanAppleton Union Employees' 40…$18MThe Bank of Glen Burnie 401(k) Profit Sharing PlanThe Bank of Glen Burnie 401(…$18M
End-of-year total assets ($M) among Wallace Welch & Willingham Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN591203168
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace Welch & Willingham Inc.)

Sponsor-wide plan assets over time

All Wallace Welch & Willingham Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 128 $18M
2024 1 144 N/A

Nearby 401(k) Plans in Florida

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

Wallace Welch & Willingham Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wallace Welch & Willingham Inc. 401(k) Retirement Plan, Total assets ($B): 0.017905548 · Participants: 128Wallace Welch & Willingham Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Wallace Welch & Willingham Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wallace Welch & Willingham Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Wallace Welch & Willingham Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Oregon Precision Industries, Inc 401(k) Plan in OR ($18M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Wallace Welch & Willingham Inc. 401(k) Retirement Plan assets move in 2023? ▼
Wallace Welch & Willingham Inc. 401(k) Retirement Plan grew sharply - up 22.4% during 2023, from $15M to $18M. Reported net income was $3M.
Which 401(k) plans are similar in size to Wallace Welch & Willingham Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Precision Industries, Inc 401(k) Plan in OR ($18M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Welch & Willingham Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 591203168.

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.