401(k) · DOL Form 5500 · 2023

Wallick & Volk, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
181
Participants Below avg headcount
69th
Percentile by assets National rank
$89,107
Avg per participant Below avg balance/head
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Official DOL plan name: Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Wallick & Volk, Inc. · Wyoming · Finance & Insurance

$16M in assets, 181 participants

Wallick & Volk, Inc.'s Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,801 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust holds $16M for 181 participants - about $89,107 per participant, above the median plan by assets.

#4,801
in Finance & Insurance (8,869 peers)
-1.5%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,128,400 Top 31% higher than 69% 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

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust 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. Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to -$249K in the plan year 2023 filing.
  • Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 274 in the plan year 2022 filing to 181 in the plan year 2023 filing.
  • Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830171636 · Wallick & Volk, Inc. PY 2023 · 401(k)

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust · $16M · 181 · 69th

  • BOOK $16M
  • VS-ST 181
  • BOY 69th
  • SCH 401(k)
  • EBSA near Meeder Investment Management, Inc. 401(k) Profit Sharing Plan
  • PART ind #4801

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 Finance & Insurance retirement plans → · Plans in Wyoming →

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and TrustWallick & Volk, Inc. 401(k) …$16MMeeder Investment Management, Inc. 401(k) Profit Sharing PlanMeeder Investment Management…$16MAbnormal Security 401(k) Plan$16MWindsor House, Inc. 401(k) Savings PlanWindsor House, Inc. 401(k) S…$16MLee Bank 401(k) Plan$16M
End-of-year total assets ($M) among Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$249K
Employer EIN830171636
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallick & Volk, Inc.)

Sponsor-wide plan assets over time

All Wallick & Volk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 274 $16M
2023 1 181 $16M
2024 1 141 N/A

Nearby 401(k) Plans in Wyoming

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

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($M): 16.1284 · Participants: 181Wallick & Volk, Inc. 401(k) Profit Sharing Plan and TrustAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Meeder Investment Management, Inc. 401(k) Profit Sharing Plan in OH ($16M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust edged down modestly - down 1.5% during 2023, from $16M to $16M. Reported net income was -$249K.
Which 401(k) plans are similar in size to Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Meeder Investment Management, Inc. 401(k) Profit Sharing Plan in OH ($16M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 830171636.

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.