401(k) · DOL Form 5500 · 2023
S&s Wallwood, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $67,137
- Avg per participant Below avg balance/head
Official DOL plan name: S&s Wallwood, Inc. 401(k) Plan · Sponsored by S&s Wallwood, Inc. · Colorado · Manufacturing
$3M in assets, 45 participants
S&s Wallwood, Inc.'s S&s Wallwood, Inc. 401(k) Plan reported $3M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,601 in Manufacturing (18,722 peers)
S&s Wallwood, Inc. multi-year trail
S&s Wallwood, Inc.'s plans moved -48.5% in assets from 2022 to 2024; this filing shows S&s Wallwood, Inc. 401(k) Plan at $3M / 45 participants.
- #3,601
- in Manufacturing (18,722 peers)
- -22.4%
- assets change YoY
The plan reported a net loss of $870K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S&s Wallwood, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
S&s Wallwood, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,021,152 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
S&s Wallwood, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&s Wallwood, Inc. 401(k) Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S&s Wallwood, Inc. 401(k) Plan reported net income fell from -$316K in the plan year 2022 filing to -$870K in the plan year 2023 filing.
- S&s Wallwood, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- S&s Wallwood, Inc. 401(k) Plan reported participants rose from 39 in the plan year 2022 filing to 45 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 812484061 · S&s Wallwood, Inc. PY 2023 · 401(k)
S&s Wallwood, Inc. 401(k) Plan · $3M · 45 · 36th
- 5500 $3M
- 5500 45
- 5500 36th
- 5500 401(k)
- 5500 near Lane & Nach, P.C. Profit Sharing Plan & Trust
- 5500 ind #3601
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 Manufacturing retirement plans → · Plans in Colorado →
S&s Wallwood, Inc. 401(k) Plan in the asset neighbourhood
S&s Wallwood, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All S&s Wallwood, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 48.457353770367604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $4M |
| 2023 | 1 | 45 | $3M |
| 2024 | 1 | 45 | $2M |
S&s Wallwood, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$870K |
| Employer EIN | 812484061 |
| Plan Effective Date | 2016-04-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
S&s Wallwood, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Lane & Nach, P.C. Profit Sharing Plan & Trust in AZ ($3M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.