401(k) · DOL Form 5500 · 2023

Wallingford Law, Psc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$905,947
Avg per participant High balance/head
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Official DOL plan name: Wallingford Law, Psc 401(k) Profit Sharing Plan · Sponsored by Wallingford Law, Psc · Kentucky · Professional & Technical Services

$2M in assets, 2 participants

Wallingford Law, Psc's Wallingford Law, Psc 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,077 in Professional & Technical Services (20,321 peers)

Wallingford Law, Psc multi-year trail

Wallingford Law, Psc's plans moved +43.4% in assets from 2022 to 2024; this filing shows Wallingford Law, Psc 401(k) Profit Sharing Plan at $2M / 2 participants.

#5,077
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Wallingford Law, Psc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Wallingford Law, Psc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,811,893 29th percentile higher than 29% 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

Wallingford Law, Psc 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. Wallingford Law, Psc 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallingford Law, Psc 401(k) Profit Sharing Plan reported net income rose from -$323K in the plan year 2022 filing to $298K in the plan year 2023 filing.
  • Wallingford Law, Psc 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311564329 · Wallingford Law, Psc PY 2023 · 401(k)

Wallingford Law, Psc 401(k) Profit Sharing Plan · $2M · 2 · 29th

  • EBSA $2M
  • PART 2
  • TYPE 29th
  • NET 401(k)
  • BOOK near Cathedral Hill Associates 401(k) Plan
  • VS-ST ind #5077

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 Kentucky →

Wallingford Law, Psc 401(k) Profit Sharing Plan in the asset neighbourhood

Wallingford Law, Psc 401(k) Profit Sharing PlanWallingford Law, Psc 401(k) …$2MCathedral Hill Associates 401(k) PlanCathedral Hill Associates 40…$2MAegis Engineering Services, Inc. 401(k) PlanAegis Engineering Services, …$2MThe Himan Group, Inc. 401(k) Profit Sharing PlanThe Himan Group, Inc. 401(k)…$2MChampion Care, LLC 401(k) PlanChampion Care, LLC 401(k) Pl…$2M
End-of-year total assets ($M) among Wallingford Law, Psc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wallingford Law, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Wallingford Law, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.3667429459298% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.51M $2.17M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 3 $2M

Wallingford Law, Psc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$298K
Employer EIN311564329
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Wallingford Law, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wallingford Law, Psc 401(k) Profit Sharing Plan, Total assets ($B): 0.001811893 · Participants: 2Wallingford Law, Psc 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Wallingford Law, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wallingford Law, Psc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wallingford Law, Psc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cathedral Hill Associates 401(k) Plan in WA ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wallingford Law, Psc 401(k) Profit Sharing Plan assets move in 2023? ▼
Wallingford Law, Psc 401(k) Profit Sharing Plan grew sharply - up 19.7% during 2023, from $2M to $2M. Reported net income was $298K.
How have Wallingford Law, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallingford Law, Psc's sponsor-wide assets grew 43.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Wallingford Law, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cathedral Hill Associates 401(k) Plan in WA ($2M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Wallingford Law, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 311564329.

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.