Profit Sharing · DOL Form 5500 · 2023
Walsh Plumbing & Heating Inc. Profit Sharing Plan
Data updated 2026-08-25
- $583K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 19th
- Percentile by assets National rank
Official DOL plan name: Walsh Plumbing and Heating Inc Profit Sharing Trust · Sponsored by Walsh Plumbing & Heating Inc. · Montana · Construction
$583K in assets, N/A participants
Walsh Plumbing & Heating Inc.'s Walsh Plumbing and Heating Inc Profit Sharing Trust reported $583K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #1,588 in Construction (9,030 peers)
What the 2023 filing shows
Walsh Plumbing and Heating Inc Profit Sharing Trust holds $583K for N/A participants, among the smaller plans by assets on file.
- #1,588
- in Construction (9,030 peers)
- +0.0%
- assets growth YoY
Walsh Plumbing and Heating Inc Profit Sharing Trust among the smaller filed plans by assets
Walsh Plumbing and Heating Inc Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$583,019 19th percentile higher than 19% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 810294239 · Walsh Plumbing & Heating Inc. PY 2023 · Profit Sharing
Walsh Plumbing and Heating Inc Profit Sharing Trust · $583K · N/A · 19th
- TYPE $583K
- NET N/A
- BOOK 19th
- VS-ST Profit Sharing
- BOY near Hillside Cortlandt Cemetery Association Pension Trust
- SCH ind #1588
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 Construction retirement plans → · Plans in Montana →
Walsh Plumbing and Heating Inc Profit Sharing Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $583K |
|---|---|
| Net Assets (End of Year) | $583K |
| Employer EIN | 810294239 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walsh Plumbing & Heating Inc.)
Sponsor-wide plan assets over time
All Walsh Plumbing & Heating Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $612K 4.975309552518872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $583K |
| 2023 | 1 | N/A | $583K |
| 2024 | 1 | N/A | $612K |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Walsh Plumbing and Heating Inc Profit Sharing Trust's closest out-of-state Profit Sharing peers by assets
Outside Montana, the nearest Profit Sharing by end-of-year assets is Hillside Cortlandt Cemetery Association Pension Trust in NY at $583K (this filing: $583K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.