401(k) · DOL Form 5500 · 2023

Robert Walters Associates, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
207
Participants Below avg headcount
52nd
Percentile by assets National rank
$36,006
Avg per participant Low balance/head
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Official DOL plan name: Robert Walters Associates Inc 401(k) Plan · Sponsored by Robert Walters Associates, Inc · New York · Administrative & Support Services

$7M in assets, 207 participants

Robert Walters Associates, Inc's Robert Walters Associates Inc 401(k) Plan reported $7M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,181 in Administrative & Support Services (4,372 peers)

Coverage in New York

Robert Walters Associates Inc 401(k) Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $7M.

#3,181
in Administrative & Support Services (4,372 peers)
+32.6%
assets growth YoY

Robert Walters Associates Inc 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Robert Walters Associates Inc 401(k) Plan vs every filed plan by assets

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

$7,453,139 Top 48% higher than 52% 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

Robert Walters Associates Inc 401(k) 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. Robert Walters Associates Inc 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Walters Associates Inc 401(k) Plan reported net income rose from -$311K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robert Walters Associates Inc 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 207 in the plan year 2023 filing.
  • Robert Walters Associates Inc 401(k) 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 →

EBSA filing schedule strip

Filing strip 710827749 · Robert Walters Associates, Inc PY 2023 · 401(k)

Robert Walters Associates Inc 401(k) Plan · $7M · 207 · 52nd

  • BOY $7M
  • SCH 207
  • EBSA 52nd
  • PART 401(k)
  • TYPE near Lutheran Social Services of South Dakota Retirement Plan
  • NET ind #3181

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 Administrative & Support Services retirement plans → · Plans in New York →

Robert Walters Associates Inc 401(k) Plan in the asset neighbourhood

Robert Walters Associates Inc 401(k) PlanRobert Walters Associates In…$7MLutheran Social Services of South Dakota Retirement PlanLutheran Social Services of …$7MGaleana Chrysler Jeep, Inc. Fl 401(k) PlanGaleana Chrysler Jeep, Inc. …$7MCml Security Employees Savings TrustCml Security Employees Savin…$7MTwg - Twf Services 401(k) Retirement PlanTwg - Twf Services 401(k) Re…$7M
End-of-year total assets ($M) among Robert Walters Associates Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN710827749
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Walters Associates, Inc)

Sponsor-wide plan assets over time

All Robert Walters Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.058389332528954% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.62M $8.61M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 1 207 $7M
2024 1 144 $9M

Nearby 401(k) Plans in New York

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

Robert Walters Associates Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Robert Walters Associates Inc 401(k) Plan, Total assets ($B): 0.007453139 · Participants: 207Robert Walters Associates Inc 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Robert Walters Associates Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Robert Walters Associates Inc 401(k) Plan side-by-side with 3 peers →

Robert Walters Associates Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lutheran Social Services of South Dakota Retirement Plan in SD ($7M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Robert Walters Associates Inc 401(k) Plan assets move in 2023? ▼
Robert Walters Associates Inc 401(k) Plan surged - up 32.6% during 2023, from $6M to $7M. Reported net income was $2M.
How have Robert Walters Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Walters Associates, Inc's sponsor-wide assets grew 53.1%, from $6M to $9M.
Which 401(k) plans are similar in size to Robert Walters Associates Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lutheran Social Services of South Dakota Retirement Plan in SD ($7M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Robert Walters Associates Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 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 710827749.

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.