401(k) · DOL Form 5500 · 2023
Wall Family Enterprise Inc. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $198,174
- Avg per participant Above avg balance/head
Official DOL plan name: Wall Family Enterprise Retirement Savings Plan · Sponsored by Wall Family Enterprise Inc. · Wisconsin · Retail Trade
$66M in assets, 333 participants
Wall Family Enterprise Inc.'s Wall Family Enterprise Retirement Savings Plan reported $66M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,864 in Retail Trade (8,414 peers)
Where Wall Family Enterprise Retirement Savings Plan sits by assets
Wall Family Enterprise Retirement Savings Plan sits in the top quartile of all filed plans by assets, $66M for 333 participants (~$198,174/participant), up 16.6% in 2023.
- #7,864
- in Retail Trade (8,414 peers)
- +16.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Wall Family Enterprise Retirement Savings Plan's outsized position by total assets
Wall Family Enterprise Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,991,931 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wall Family Enterprise Retirement 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. Wall Family Enterprise Retirement Savings Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wall Family Enterprise Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Wall Family Enterprise Retirement Savings Plan end-of-year assets rose from $57M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Wall Family Enterprise Retirement Savings Plan reported participants rose from 304 in the plan year 2022 filing to 333 in the plan year 2023 filing.
DOL schedule card
Filing strip 208230779 · Wall Family Enterprise Inc. PY 2023 · 401(k)
Wall Family Enterprise Retirement Savings Plan · $66M · 333 · 88th
- BOY $66M
- BOY 333
- BOY 88th
- BOY 401(k)
- BOY near The Carlstar Group LLC 401(k) Plan
- BOY ind #7864
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 Wisconsin →
Wall Family Enterprise Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $9M |
| Employer EIN | 208230779 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wall Family Enterprise Inc.)
Sponsor-wide plan assets over time
All Wall Family Enterprise Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 36.327680806325205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $57M |
| 2023 | 1 | 333 | $66M |
| 2024 | 1 | 351 | $77M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wall Family Enterprise Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Carlstar Group LLC 401(k) Plan in TN ($66M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- The Carlstar Group LLC 401(k) Plan (TN) $66M · 1,354
- Hi-Lex Employees Retirement Savings Plan (MI) $66M · 1,372
- Community Hospital Corporation Employees' 401(k) Plan (TX) $66M · 3,929
- United Retirement Plan (IN) $66M · 105
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Lookout, Inc. 401(k) Plan (CA) 333 · 0 off
- Paulo Products Company 401(k) Plan (MO) 333 · 0 off
- Blue Plate 401(k) Plan (MN) 333 · 0 off
- Technical Resources International, Inc. 401(k) Profit Sharing Plan (MD) 333 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.