Profit Sharing · DOL Form 5500 · 2023
Joseph a. Walheim & Associates Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Joseph a. Walheim & Associates Profit Sharing & Retirement Plan · Sponsored by Joseph a. Walheim & Associates · Pennsylvania · Professional & Technical Services
$4M in assets, 2 participants
Joseph a. Walheim & Associates's Joseph a. Walheim & Associates Profit Sharing & Retirement Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,305 in Professional & Technical Services (20,321 peers)
Joseph a. Walheim & Associates multi-year trail
Joseph a. Walheim & Associates's plans moved +21.9% in assets from 2022 to 2024; this filing shows Joseph a. Walheim & Associates Profit Sharing & Retirement Plan at $4M / 2 participants.
- #7,305
- in Professional & Technical Services (20,321 peers)
- +11.1%
- assets growth YoY
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,654,737 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph a. Walheim & Associates Profit Sharing & Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joseph a. Walheim & Associates Profit Sharing & Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $364K in the plan year 2023 filing.
- Joseph a. Walheim & Associates Profit Sharing & Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232874745 · Joseph a. Walheim & Associates PY 2023 · Profit Sharing
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan · $4M · 2 · 39th
- RANK $4M
- PHOTO 2
- IND 39th
- EOY Profit Sharing
- 5500 near Kinnamon & Associates Ltd Profit Sharing Plan
- ASSETS ind #7305
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan in the asset neighbourhood
Joseph a. Walheim & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Joseph a. Walheim & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 21.945081753719787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $4M |
Joseph a. Walheim & Associates filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $364K |
| Employer EIN | 232874745 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Joseph a. Walheim & Associates Profit Sharing & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Kinnamon & Associates Ltd Profit Sharing Plan in IL ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.