401(k) · DOL Form 5500 · 2023

William Wallace Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
368
Participants Below avg headcount
59th
Percentile by assets National rank
$27,301
Avg per participant Low balance/head
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Official DOL plan name: Wallace Automotive Group 401(k) Plan · Sponsored by William Wallace Enterprises, Inc. · Florida · Retail Trade

$10M in assets, 368 participants

William Wallace Enterprises, Inc.'s Wallace Automotive Group 401(k) Plan reported $10M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,847 in Retail Trade (8,414 peers)

William Wallace Enterprises, Inc. multi-year trail

William Wallace Enterprises, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Wallace Automotive Group 401(k) Plan at $10M / 368 participants.

#5,847
in Retail Trade (8,414 peers)
+23.5%
assets growth YoY

Wallace Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wallace Automotive Group 401(k) Plan vs every filed plan by assets

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

$10,046,742 Top 41% higher than 59% 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

Wallace Automotive Group 401(k) 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. Wallace Automotive Group 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallace Automotive Group 401(k) Plan reported net income rose from -$827K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wallace Automotive Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 651023153 · William Wallace Enterprises, Inc. PY 2023 · 401(k)

Wallace Automotive Group 401(k) Plan · $10M · 368 · 59th

  • VS-ST $10M
  • BOY 368
  • SCH 59th
  • EBSA 401(k)
  • PART near Navy-Marine Corps Relief Society 401(k) Savings Plan
  • TYPE ind #5847

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 Retail Trade retirement plans → · Plans in Florida →

Wallace Automotive Group 401(k) Plan in the asset neighbourhood

Wallace Automotive Group 401(k) PlanWallace Automotive Group 401…$10MNavy-Marine Corps Relief Society 401(k) Savings PlanNavy-Marine Corps Relief Soc…$10MToday Media 401(k) Profit Sharing PlanToday Media 401(k) Profit Sh…$10MDenooyer/Metro Automotive Group Profit Sharing 401(k) PlanDenooyer/Metro Automotive Gr…$10MOrion Bancorporation, Inc. Retirement Savings PlanOrion Bancorporation, Inc. R…$10M
End-of-year total assets ($M) among Wallace Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William Wallace Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Wallace Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.937944776054465% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.14M $12M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 370 $8M
2023 1 368 $10M
2024 1 403 $12M

William Wallace Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN651023153
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Wallace Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wallace Automotive Group 401(k) Plan, Total assets ($B): 0.010046742 · Participants: 368Wallace Automotive Group 401(k) 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
Wallace Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wallace Automotive Group 401(k) Plan side-by-side with 3 peers →

Wallace Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Navy-Marine Corps Relief Society 401(k) Savings Plan in VA ($10M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Wallace Automotive Group 401(k) Plan assets move in 2023? ▼
Wallace Automotive Group 401(k) Plan grew sharply - up 23.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have William Wallace Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Wallace Enterprises, Inc.'s sponsor-wide assets grew 46.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Wallace Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navy-Marine Corps Relief Society 401(k) Savings Plan in VA ($10M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (368 participants, $24M 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 651023153.

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.