401(k) · DOL Form 5500 · 2023

Wallace & Toney Valuation Advisors Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
50th
Percentile by assets National rank
$853,576
Avg per participant High balance/head
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Official DOL plan name: Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · Sponsored by Wallace & Toney Valuation Advisors Inc · California · Professional & Technical Services

$7M in assets, 8 participants

Wallace & Toney Valuation Advisors Inc's Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported $7M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,933 in Professional & Technical Services (20,321 peers)

Wallace & Toney Valuation Advisors Inc multi-year trail

Wallace & Toney Valuation Advisors Inc's plans moved -19.4% in assets from 2022 to 2024; this filing shows Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan at $7M / 8 participants.

#9,933
in Professional & Technical Services (20,321 peers)
+12.0%
assets growth YoY

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,828,609 Top 50% higher than 50% 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 & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported net income rose from -$720K in the plan year 2022 filing to $734K in the plan year 2023 filing.
  • Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680070035 · Wallace & Toney Valuation Advisors Inc PY 2023 · 401(k)

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · $7M · 8 · 50th

  • NET $7M
  • BOOK 8
  • VS-ST 50th
  • BOY 401(k)
  • SCH near The Protectoseal Company 401(k) Profit Sharing Retirement Plan
  • EBSA ind #9933

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 Professional & Technical Services retirement plans → · Plans in California →

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWallace & Toney Valuation Ad…$7MThe Protectoseal Company 401(k) Profit Sharing Retirement PlanThe Protectoseal Company 401…$7MPony Bird Retirement Plan$7MVector Pipeline Employee Savings PlanVector Pipeline Employee Sav…$7MPivotree USA Inc.$7M
End-of-year total assets ($M) among Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wallace & Toney Valuation Advisors Inc multi-year asset trail

Sponsor-wide plan assets over time

All Wallace & Toney Valuation Advisors Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.35525629075977% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $6.1M $4.92M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 6 $6M
2023 1 8 $7M
2024 1 4 $5M

Wallace & Toney Valuation Advisors Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$734K
Employer EIN680070035
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.006828609 · Participants: 8Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Protectoseal Company 401(k) Profit Sharing Retirement Plan in IL ($7M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan grew at a solid clip - up 12.0% during 2023, from $6M to $7M. Reported net income was $734K.
How have Wallace & Toney Valuation Advisors Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace & Toney Valuation Advisors Inc's sponsor-wide assets declined 19.4%, from $6M to $5M.
Which 401(k) plans are similar in size to Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Protectoseal Company 401(k) Profit Sharing Retirement Plan in IL ($7M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 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 680070035.

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.