401(k) · DOL Form 5500 · 2023

Walton Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
837
Participants Near avg headcount
92nd
Percentile by assets National rank
$131,485
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Access Plan · Sponsored by Walton Enterprises, LLC · Arkansas · Administrative & Support Services

$110M in assets, 837 participants

Walton Enterprises, LLC's Retirement Access Plan reported $110M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,199 in Administrative & Support Services (4,372 peers)

Coverage in Arkansas

Retirement Access Plan covers 837 participants in Arkansas, about 30% of the average Arkansas filer (state average ~2,784 per filing). Assets: $110M.

#4,199
in Administrative & Support Services (4,372 peers)
+35.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Retirement Access Plan's outsized position by total assets

Retirement Access Plan vs every filed plan by assets

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

$110,052,846 Top 8% higher than 92% 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

Retirement Access 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. Retirement Access Plan sits mid-pack in the medium band (837 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Access Plan reported net income rose from -$3M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Retirement Access Plan end-of-year assets rose from $81M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Retirement Access Plan reported participants fell from 851 in the plan year 2022 filing to 837 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621665434 · Walton Enterprises, LLC PY 2023 · 401(k)

Retirement Access Plan · $110M · 837 · 92nd

  • VS-ST $110M
  • VS-ST 837
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near American Career College, Inc. and West Coast University, Inc. 401(k) Plan
  • VS-ST ind #4199

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 Administrative & Support Services retirement plans → · Plans in Arkansas →

Retirement Access Plan in the asset neighbourhood

Sherman & Howard Retirement Plan (2)Sherman & Howard Retirement …$110MRetirement Access Plan$110MAmerican Career College, Inc. and West Coast University, Inc. 401(k) PlanAmerican Career College, Inc…$110MCapital Accumulation P/S Plan for Employees of Payden & RygelCapital Accumulation P/S Pla…$110MB & H Foto 401(k) Retirement PlanB & H Foto 401(k) Retirement…$110M
End-of-year total assets ($M) among Retirement Access Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$110M
Net Income$31M
Employer EIN621665434
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton Enterprises, LLC)

Sponsor-wide plan assets over time

All Walton Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 33.71038607085683% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.5M $109M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 851 $81M
2023 1 837 $110M
2024 1 605 $109M

Nearby 401(k) Plans in Arkansas

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

Retirement Access Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Retirement Access Plan, Total assets ($B): 0.110052846 · Participants: 837Retirement Access PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Retirement Access Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Retirement Access Plan side-by-side with 3 peers →

Retirement Access Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is American Career College, Inc. and West Coast University, Inc. 401(k) Plan in CA ($110M); by covered participants it is Pla 401(k) Plan in TX (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Retirement Access Plan assets move in 2023? ▼
Retirement Access Plan surged - up 35.1% during 2023, from $81M to $110M. Reported net income was $31M.
How have Walton Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Enterprises, LLC's sponsor-wide assets grew 33.7%, from $81M to $109M.
Where does Retirement Access Plan rank by assets among Form 5500 filers? ▼
Retirement Access Plan ranks in the 92nd 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 Retirement Access Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Career College, Inc. and West Coast University, Inc. 401(k) Plan in CA ($110M, 2,818 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Access Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pla 401(k) Plan in TX (837 participants, $8M 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 621665434.

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.