401(k) · DOL Form 5500 · 2023

Walter's Auto Sales and Service Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
324
Participants Below avg headcount
61st
Percentile by assets National rank
$35,048
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walter's 401(k) Retirement Plan · Sponsored by Walter's Auto Sales and Service Inc. · California · Retail Trade

$11M in assets, 324 participants

Walter's Auto Sales and Service Inc.'s Walter's 401(k) Retirement Plan reported $11M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,090 in Retail Trade (8,414 peers)

Walter's Auto Sales and Service Inc. multi-year trail

Walter's Auto Sales and Service Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Walter's 401(k) Retirement Plan at $11M / 324 participants.

#6,090
in Retail Trade (8,414 peers)
+26.4%
assets growth YoY

Walter's 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Walter's 401(k) Retirement Plan vs every filed plan by assets

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

$11,355,587 Top 39% higher than 61% 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

Walter's 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. Walter's 401(k) Retirement Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter's 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Walter's 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Walter's 401(k) Retirement Plan reported participants rose from 300 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952510592 · Walter's Auto Sales and Service Inc. PY 2023 · 401(k)

Walter's 401(k) Retirement Plan · $11M · 324 · 61st

  • ASSETS $11M
  • PCT 324
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Kinetica DB, Inc. 401(k) Plan
  • IND ind #6090

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 Retail Trade retirement plans → · Plans in California →

Walter's 401(k) Retirement Plan in the asset neighbourhood

Walter's 401(k) Retirement PlanWalter's 401(k) Retirement P…$11MKinetica DB, Inc. 401(k) Plan$11MAlamo Drafthouse 401(k) Plan$11MKayaku Advanced Materials, Inc. 401(k) PlanKayaku Advanced Materials, I…$11MPaylink Payment Plans, LLC 401(k) PlanPaylink Payment Plans, LLC 4…$11M
End-of-year total assets ($M) among Walter's 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walter's Auto Sales and Service Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walter's Auto Sales and Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.11982472481505% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.98M $12.6M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 300 $9M
2023 1 324 $11M
2024 1 327 $13M

Walter's Auto Sales and Service Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN952510592
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Walter's 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walter's 401(k) Retirement Plan, Total assets ($B): 0.011355587 · Participants: 324Walter's 401(k) Retirement 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
Walter's 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Walter's 401(k) Retirement Plan side-by-side with 3 peers →

Walter's 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kinetica DB, Inc. 401(k) Plan in VA ($11M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Walter's 401(k) Retirement Plan assets move in 2023? ▼
Walter's 401(k) Retirement Plan grew sharply - up 26.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Walter's Auto Sales and Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter's Auto Sales and Service Inc.'s sponsor-wide assets grew 40.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Walter's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kinetica DB, Inc. 401(k) Plan in VA ($11M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Walter's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 952510592.

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.