Other
2023 plan-year Other DOL Form 5500

WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WALL HOLDINGS, INC.

This Other plan holds $29M in total assets and serves 210 participants as of 2023. It is sponsored by WALL HOLDINGS, INC. in Virginia. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$29M
Participants
210
State
Industry
Healthcare & Social Assistance

What the Filing Says About WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by WALL HOLDINGS, INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 210 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 920875106, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2023 to $29M at year-end — a gain of 4.4%. Net assets (after liabilities) closed the year at $26M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$29M
Net Assets (End of Year)$26M
Net Income$1M
Plan TypeOther
Employer EIN920875106
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WALL HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 1 198 $28M
2023 1 210 $29M
2024 1 243 $29M

Nearby Other Plans in Virginia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN holds $29M in total assets with 210 participants. It is sponsored by WALL HOLDINGS, INC..
What type of plan is WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN?
WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 920875106.
Who sponsors the WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN?
WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WALL HOLDINGS, INC., located in Virginia. The sponsor's EIN is 920875106 and the plan operates in the Healthcare & Social Assistance industry.
How did WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN grew by 4.4% during 2023, moving from $28M to $29M in total assets. Net income was $1M.
Where can I find official filings for WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920875106 or plan name at efast.dol.gov.
How does WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 920875106.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.