401(k) · DOL Form 5500 · 2023

James a. Walters Management Co., Inc. Dba Walters Management Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
144
Participants Small participant base
33rd
Percentile by assets National rank
$17,535
Avg per participant Low balance/head
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Official DOL plan name: James a. Walters Management Co. Inc. 401(k) Savings Plan · Sponsored by James a. Walters Management Co., Inc. Dba Walters Management Company · Georgia · Management of Enterprises

$3M in assets, 144 participants

James a. Walters Management Co., Inc. Dba Walters Management Company's James a. Walters Management Co. Inc. 401(k) Savings Plan reported $3M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #222 in Management of Enterprises (1,137 peers)

Coverage in Georgia

James a. Walters Management Co. Inc. 401(k) Savings Plan covers 144 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#222
in Management of Enterprises (1,137 peers)
+22.7%
assets growth YoY

James a. Walters Management Co. Inc. 401(k) Savings Plan among the smaller filed plans by assets

James a. Walters Management Co. Inc. 401(k) Savings Plan vs every filed plan by assets

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

$2,525,010 33rd percentile higher than 33% 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

James a. Walters Management Co. Inc. 401(k) 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. James a. Walters Management Co. Inc. 401(k) Savings Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James a. Walters Management Co. Inc. 401(k) Savings Plan reported net income rose from -$682K in the plan year 2022 filing to $467K in the plan year 2023 filing.
  • James a. Walters Management Co. Inc. 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • James a. Walters Management Co. Inc. 401(k) Savings Plan reported participants fell from 162 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581476223 · James a. Walters Management Co., Inc. Dba Walters Management Company PY 2023 · 401(k)

James a. Walters Management Co. Inc. 401(k) Savings Plan · $3M · 144 · 33rd

  • VS-ST $3M
  • BOY 144
  • SCH 33rd
  • EBSA 401(k)
  • PART near Tricoci University of Beauty C 401(k) Profit Sharing Plan and Tr
  • TYPE ind #222

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 Management of Enterprises retirement plans → · Plans in Georgia →

James a. Walters Management Co. Inc. 401(k) Savings Plan in the asset neighbourhood

James a. Walters Management Co. Inc. 401(k) Savings PlanJames a. Walters Management …$3MGiri Hotel Management LLC 401(k) PlanGiri Hotel Management LLC 40…$3MTricoci University of Beauty C 401(k) Profit Sharing Plan and TrTricoci University of Beauty…$3MAloha Shoyu Company, Limited 401(k) Profit Sharing PlanAloha Shoyu Company, Limited…$3MBourn Companies Administration , LLC Savings PlanBourn Companies Administrati…$3M
End-of-year total assets ($M) among James a. Walters Management Co. Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$467K
Employer EIN581476223
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Walters Management Co., Inc. Dba Walters Management Company)

Sponsor-wide plan assets over time

All James a. Walters Management Co., Inc. Dba Walters Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.18716032872793% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.76M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 144 $3M
2024 1 138 $3M

Nearby 401(k) Plans in Georgia

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

James a. Walters Management Co. Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants James a. Walters Management Co. Inc. 401(k) Savings Plan, Total assets ($B): 0.00252501 · Participants: 144James a. Walters Management Co. Inc. 401(k) Savings 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
James a. Walters Management Co. Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James a. Walters Management Co. Inc. 401(k) Savings Plan side-by-side with 3 peers →

James a. Walters Management Co. Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tricoci University of Beauty C 401(k) Profit Sharing Plan and Tr in IL ($3M); by covered participants it is Potomac College LLC 401(k) Plan in DC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 James a. Walters Management Co. Inc. 401(k) Savings Plan assets move in 2023? ▼
James a. Walters Management Co. Inc. 401(k) Savings Plan grew sharply - up 22.7% during 2023, from $2M to $3M. Reported net income was $467K.
How have James a. Walters Management Co., Inc. Dba Walters Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Walters Management Co., Inc. Dba Walters Management Company's sponsor-wide assets grew 34.2%, from $2M to $3M.
Which 401(k) plans are similar in size to James a. Walters Management Co. Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tricoci University of Beauty C 401(k) Profit Sharing Plan and Tr in IL ($3M, 354 participants).
Which 401(k) plans cover a similar participant headcount to James a. Walters Management Co. Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Potomac College LLC 401(k) Plan in DC (144 participants, $976K 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 581476223.

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.