401(k) · DOL Form 5500 · 2023

W.T. Walker Group, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
358
Participants Below avg headcount
85th
Percentile by assets National rank
$134,390
Avg per participant Near avg balance/head
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Official DOL plan name: W. T. Walker Group, Inc. 401(k) Personal Savings Plan · Sponsored by W.T. Walker Group, Inc. · Wisconsin · Management of Enterprises

$48M in assets, 358 participants

W.T. Walker Group, Inc.'s W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported $48M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #764 in Management of Enterprises (1,137 peers)

Where W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits by assets

W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits in the top quartile of all filed plans by assets, $48M for 358 participants (~$134,390/participant), up 16.8% in 2023.

#764
in Management of Enterprises (1,137 peers)
+16.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

W. T. Walker Group, Inc. 401(k) Personal Savings Plan's outsized position by total assets

W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs every filed plan by assets

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

$48,111,697 Top 15% higher than 85% 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

W. T. Walker Group, Inc. 401(k) Personal Savings 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. W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported participants rose from 336 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390796544 · W.T. Walker Group, Inc. PY 2023 · 401(k)

W. T. Walker Group, Inc. 401(k) Personal Savings Plan · $48M · 358 · 85th

  • PHOTO $48M
  • PHOTO 358
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Sagitec Retirement Savings Plan
  • PHOTO ind #764

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

W. T. Walker Group, Inc. 401(k) Personal Savings Plan in the asset neighbourhood

Arrow Exterminators, Inc. 401(k) PlanArrow Exterminators, Inc. 40…$48MW. T. Walker Group, Inc. 401(k) Personal Savings PlanW. T. Walker Group, Inc. 401…$48MSagitec Retirement Savings PlanSagitec Retirement Savings P…$48MI.D. Care, LLC 401(k) Plan$48MPrecision, Inc. 401(k) Plan$48M
End-of-year total assets ($M) among W. T. Walker Group, Inc. 401(k) Personal Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN390796544
Plan Effective Date1961-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.T. Walker Group, Inc.)

Sponsor-wide plan assets over time

All W.T. Walker Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 27.347034719773983% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.2M $52.5M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 336 $41M
2023 1 358 $48M
2024 1 363 $52M

Nearby 401(k) Plans in Wisconsin

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

W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants W. T. Walker Group, Inc. 401(k) Personal Savings Plan, Total assets ($B): 0.048111697 · Participants: 358W. T. Walker Group, Inc. 401(k) Personal Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare W. T. Walker Group, Inc. 401(k) Personal Savings Plan side-by-side with 3 peers →

W. T. Walker Group, Inc. 401(k) Personal Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sagitec Retirement Savings Plan in MN ($48M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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 W. T. Walker Group, Inc. 401(k) Personal Savings Plan assets move in 2023? ▼
W. T. Walker Group, Inc. 401(k) Personal Savings Plan grew sharply - up 16.8% during 2023, from $41M to $48M. Reported net income was $7M.
How have W.T. Walker Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.T. Walker Group, Inc.'s sponsor-wide assets grew 27.3%, from $41M to $52M.
Where does W. T. Walker Group, Inc. 401(k) Personal Savings Plan rank by assets among Form 5500 filers? ▼
W. T. Walker Group, Inc. 401(k) Personal Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to W. T. Walker Group, Inc. 401(k) Personal Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sagitec Retirement Savings Plan in MN ($48M, 374 participants).
Which 401(k) plans cover a similar participant headcount to W. T. Walker Group, Inc. 401(k) Personal Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 390796544.

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.