401(k) · DOL Form 5500 · 2023

The Waldinger Corporation 401(k) Plan

Data updated 2026-08-25

$170M
Total assets Near avg plan size
1,971
Participants Near avg headcount
94th
Percentile by assets National rank
$86,192
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Waldinger Corporation Profit Sharing and Savings Plan · Sponsored by The Waldinger Corporation · Iowa · Construction

$170M in assets, 1,971 participants

The Waldinger Corporation's The Waldinger Corporation Profit Sharing and Savings Plan reported $170M in total assets and 1,971 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,380 in Construction (9,030 peers)

Coverage in Iowa

The Waldinger Corporation Profit Sharing and Savings Plan covers 1,971 participants in Iowa, 3.2x the typical Iowa plan (state average ~609 per filing). Assets: $170M.

#8,380
in Construction (9,030 peers)
+16.6%
assets growth YoY
1.7×
vs typical plan assets (national mean)

The Waldinger Corporation Profit Sharing and Savings Plan's outsized position by total assets

The Waldinger Corporation Profit Sharing and Savings Plan vs every filed plan by assets

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

$169,884,021 Top 6% higher than 94% 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

The Waldinger Corporation Profit Sharing and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Waldinger Corporation Profit Sharing and Savings Plan lands in the large band (1,971 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Waldinger Corporation Profit Sharing and Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Waldinger Corporation Profit Sharing and Savings Plan end-of-year assets rose from $146M in the plan year 2022 filing to $170M in the plan year 2023 filing.
  • The Waldinger Corporation Profit Sharing and Savings Plan reported participants rose from 1,720 in the plan year 2022 filing to 1,971 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421230944 · The Waldinger Corporation PY 2023 · 401(k)

The Waldinger Corporation Profit Sharing and Savings Plan · $170M · 1,971 · 94th

  • EBSA $170M
  • PART 1,971
  • TYPE 94th
  • NET 401(k)
  • BOOK near Brooks Automation US, LLC. 401(k) Plan
  • VS-ST ind #8380

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 Iowa →

The Waldinger Corporation Profit Sharing and Savings Plan in the asset neighbourhood

Mazak Employee Shared Savings PlanMazak Employee Shared Saving…$170MManagement Science Associates, Inc. Employee Savings and Profit Sharing PlanManagement Science Associate…$170MScan Group 401(k) Plan$170MBrooks Automation US, LLC. 401(k) PlanBrooks Automation US, LLC. 4…$170MThe Waldinger Corporation Profit Sharing and Savings PlanThe Waldinger Corporation Pr…$170M
End-of-year total assets ($M) among The Waldinger Corporation Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$170M
Net Income$24M
Employer EIN421230944
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Waldinger Corporation)

Sponsor-wide plan assets over time

All The Waldinger Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$199M 36.34087880637418% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $146M $199M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 1,720 $146M
2023 1 1,971 $170M
2024 1 2,135 $199M

Nearby 401(k) Plans in Iowa

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

The Waldinger Corporation Profit Sharing and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Waldinger Corporation Profit Sharing and Savings Plan, Total assets ($B): 0.169884021 · Participants: 1971The Waldinger Corporation Profit Sharing and Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Waldinger Corporation Profit Sharing and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Waldinger Corporation Profit Sharing and Savings Plan side-by-side with 3 peers →

The Waldinger Corporation Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Brooks Automation US, LLC. 401(k) Plan in MA ($170M); by covered participants it is Wastequip LLC 401(k) Retirement Plan in NC (1,971 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($170M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,971 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 The Waldinger Corporation Profit Sharing and Savings Plan assets move in 2023? ▼
The Waldinger Corporation Profit Sharing and Savings Plan grew sharply - up 16.6% during 2023, from $146M to $170M. Reported net income was $24M.
How have The Waldinger Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waldinger Corporation's sponsor-wide assets grew 36.3%, from $146M to $199M.
Where does The Waldinger Corporation Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
The Waldinger Corporation Profit Sharing and Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Waldinger Corporation Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brooks Automation US, LLC. 401(k) Plan in MA ($170M, 952 participants).
Which 401(k) plans cover a similar participant headcount to The Waldinger Corporation Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wastequip LLC 401(k) Retirement Plan in NC (1,971 participants, $65M 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 421230944.

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.