401(k) · DOL Form 5500 · 2023

The Waldinger Corporation 401(k) Plan

Data updated 2026-08-11

$170M
Total assets
1,971
Participants
94th
Percentile by assets
$86,192
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$170M
total plan assets (2023 EOY)
1,971
covered participants
94th
percentile by assets (of 127,072 plans)
$86,192
avg assets per participant

Where The Waldinger Corporation Profit Sharing and Savings Plan sits 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 $2,010,000,000 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

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 →

State
Industry

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. The Waldinger Corporation Profit Sharing and Savings Plan reports 1,971 participants - 3.2x that state average ($170M EOY assets).

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)

$140M$160M$180M$200M$220M 202220232024 $146M $199M ▲ +36.3%
Total plan assets by year, all The Waldinger Corporation plans on file
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

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 Corpor…The Principal Select…Iowa Health System S…The Hy-Vee and Affil…The Rsm US LLP Retir…Transamerica 401(k) …
The Waldinger Corporation Profit Sharing and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Waldinger Corporation Profit Sharing and Savings Plan by total assets, not by location.

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).

Next read for The Waldinger Corporation Profit Sharing…

Filing takeaways

Ways to act on The Waldinger Corporation Profit Sharing and Savings Plan's numbers.

  • By total assets, The Waldinger Corporation Profit Sharing and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • The Waldinger Corporation's sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Construction plans