401(k) · DOL Form 5500 · 2023

Walpole, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
282
Participants Below avg headcount
55th
Percentile by assets National rank
$29,763
Avg per participant Low balance/head
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Official DOL plan name: Walpole, Inc. 401(k) Profit Sharing Plan · Sponsored by Walpole, Inc. · Florida · Transportation & Warehousing

$8M in assets, 282 participants

Walpole, Inc.'s Walpole, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,866 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Walpole, Inc. 401(k) Profit Sharing Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#1,866
in Transportation & Warehousing (3,362 peers)
+13.7%
assets growth YoY

Walpole, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Walpole, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,393,264 Top 45% higher than 55% 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

Walpole, Inc. 401(k) Profit Sharing 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. Walpole, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walpole, Inc. 401(k) Profit Sharing Plan reported net income rose from -$282K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Walpole, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Walpole, Inc. 401(k) Profit Sharing Plan reported participants rose from 249 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591305687 · Walpole, Inc. PY 2023 · 401(k)

Walpole, Inc. 401(k) Profit Sharing Plan · $8M · 282 · 55th

  • EBSA $8M
  • PART 282
  • TYPE 55th
  • NET 401(k)
  • BOOK near 401(k) Profit Sharing Plan for Employees of Brevillier Village Foundation, Inc.
  • VS-ST ind #1866

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Walpole, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Walpole, Inc. 401(k) Profit Sharing PlanWalpole, Inc. 401(k) Profit …$8M401(k) Profit Sharing Plan for Employees of Brevillier Village Foundation, Inc.401(k) Profit Sharing Plan f…$8MAvant Communications LLC 401(k) PlanAvant Communications LLC 401…$8MDandy 401(k) Plan$8MPersefoni Ai 401(k) Plan$8M
End-of-year total assets ($M) among Walpole, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN591305687
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walpole, Inc.)

Sponsor-wide plan assets over time

All Walpole, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.269086397976082% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.38M $9.69M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 249 $7M
2023 1 282 $8M
2024 1 301 $10M

Nearby 401(k) Plans in Florida

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

Walpole, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Walpole, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008393264 · Participants: 282Walpole, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Walpole, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Walpole, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Walpole, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Brevillier Village Foundation, Inc. in PA ($8M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Walpole, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Walpole, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2023, from $7M to $8M. Reported net income was $1M.
How have Walpole, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walpole, Inc.'s sponsor-wide assets grew 31.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Walpole, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Brevillier Village Foundation, Inc. in PA ($8M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Walpole, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 591305687.

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.