401(k) · DOL Form 5500 · 2023

Walton Communities, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
317
Participants Below avg headcount
82nd
Percentile by assets National rank
$120,026
Avg per participant Near avg balance/head
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Official DOL plan name: Walton Communities, LLC 401(k) Profit Sharing Plan · Sponsored by Walton Communities, LLC · Georgia · Real Estate

$38M in assets, 317 participants

Walton Communities, LLC's Walton Communities, LLC 401(k) Profit Sharing Plan reported $38M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,383 in Real Estate (4,727 peers)

Coverage in Georgia

Walton Communities, LLC 401(k) Profit Sharing Plan covers 317 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $38M.

#4,383
in Real Estate (4,727 peers)
+24.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Walton Communities, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Walton Communities, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,048,386 Top 18% higher than 82% 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

Walton Communities, LLC 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. Walton Communities, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walton Communities, LLC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Walton Communities, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Walton Communities, LLC 401(k) Profit Sharing Plan reported participants rose from 309 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582437674 · Walton Communities, LLC PY 2023 · 401(k)

Walton Communities, LLC 401(k) Profit Sharing Plan · $38M · 317 · 82nd

  • EOY $38M
  • 5500 317
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Mycronic 401(k) Plan
  • RANK ind #4383

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 Georgia →

Walton Communities, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Imperial Capital, LLC 401(k) PlanThe Imperial Capital, LLC 40…$38MWalton Communities, LLC 401(k) Profit Sharing PlanWalton Communities, LLC 401(…$38MMycronic 401(k) Plan$38MSensiba LLP 401(k) Plan & TrustSensiba LLP 401(k) Plan & Tr…$38MRedwood Logistics, LLC 401(k) PlanRedwood Logistics, LLC 401(k…$38M
End-of-year total assets ($M) among Walton Communities, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN582437674
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton Communities, LLC)

Sponsor-wide plan assets over time

All Walton Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 46.710846325797085% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.5M $44.8M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 309 $31M
2023 1 317 $38M
2024 1 358 $45M

Nearby 401(k) Plans in Georgia

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

Walton Communities, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Walton Communities, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.038048386 · Participants: 317Walton Communities, LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Walton Communities, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Walton Communities, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Walton Communities, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Mycronic 401(k) Plan in MA ($38M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Walton Communities, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Walton Communities, LLC 401(k) Profit Sharing Plan grew sharply - up 24.6% during 2023, from $31M to $38M. Reported net income was $8M.
How have Walton Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Communities, LLC's sponsor-wide assets grew 46.7%, from $31M to $45M.
Where does Walton Communities, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walton Communities, LLC 401(k) Profit Sharing Plan ranks in the 82nd 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 Walton Communities, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mycronic 401(k) Plan in MA ($38M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Walton Communities, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguires Management Group 401(k) Plan in FL (317 participants, $2M 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 582437674.

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.