401(k) · DOL Form 5500 · 2023

The Wallick Companies, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
870
Participants Near avg headcount
74th
Percentile by assets National rank
$24,587
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Wallick Companies 401(k) Retirement Savings Plan · Sponsored by The Wallick Companies, LLC · Ohio · Real Estate

$21M in assets, 870 participants

The Wallick Companies, LLC's The Wallick Companies 401(k) Retirement Savings Plan reported $21M in total assets and 870 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,152 in Real Estate (4,727 peers)

The Wallick Companies, LLC multi-year trail

The Wallick Companies, LLC's plans moved +27.0% in assets from 2022 to 2024; this filing shows The Wallick Companies 401(k) Retirement Savings Plan at $21M / 870 participants.

#4,152
in Real Estate (4,727 peers)
+16.3%
assets growth YoY

The Wallick Companies 401(k) Retirement Savings Plan's outsized position by total assets

The Wallick Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$21,390,432 Top 26% higher than 74% 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

The Wallick Companies 401(k) 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. The Wallick Companies 401(k) Retirement Savings Plan sits mid-pack in the medium band (870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wallick Companies 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Wallick Companies 401(k) Retirement Savings Plan reported participants rose from 730 in the plan year 2022 filing to 870 in the plan year 2023 filing.
  • The Wallick Companies 401(k) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870796046 · The Wallick Companies, LLC PY 2023 · 401(k)

The Wallick Companies 401(k) Retirement Savings Plan · $21M · 870 · 74th

  • VS-ST $21M
  • BOY 870
  • SCH 74th
  • EBSA 401(k)
  • PART near Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust
  • TYPE ind #4152

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 Real Estate retirement plans → · Plans in Ohio →

The Wallick Companies 401(k) Retirement Savings Plan in the asset neighbourhood

The Wallick Companies 401(k) Retirement Savings PlanThe Wallick Companies 401(k)…$21MHoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and TrustHoffmann Brothers Heating & …$21MGeorge & Lynch 401(k) Profit Sharing PlanGeorge & Lynch 401(k) Profit…$21MKroeschell, Inc. Contributory Profit Sharing/401(k) PlanKroeschell, Inc. Contributor…$21MSt Engineering Hackney 401(k) Ret PlanSt Engineering Hackney 401(k…$21M
End-of-year total assets ($M) among The Wallick Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Wallick Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Wallick Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 26.991031943416786% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.4M $23.4M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 730 $18M
2023 2 1,333 $38M
2024 1 858 $23M

The Wallick Companies, LLC filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN870796046
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Wallick Companies 401(k) Retirement Savings Plan, Total assets ($B): 0.021390432 · Participants: 870The Wallick Companies 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Wallick Companies 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Wallick Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust in MO ($21M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (870 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 The Wallick Companies 401(k) Retirement Savings Plan assets move in 2023? ▼
The Wallick Companies 401(k) Retirement Savings Plan grew sharply - up 16.3% during 2023, from $18M to $21M. Reported net income was $3M.
How have The Wallick Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wallick Companies, LLC's sponsor-wide assets grew 27.0%, from $18M to $23M.
Which 401(k) plans are similar in size to The Wallick Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust in MO ($21M, 330 participants).
Which 401(k) plans cover a similar participant headcount to The Wallick Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants, $146M 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 870796046.

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.