401(k) · DOL Form 5500 · 2023

Walter & Haverfield LLP 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
115
Participants Small participant base
81st
Percentile by assets National rank
$304,322
Avg per participant High balance/head
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Official DOL plan name: Walter & Haverfield LLP Profit Sharing Retirement Plan · Sponsored by Walter & Haverfield LLP · Ohio · Professional & Technical Services

$35M in assets, 115 participants

Walter & Haverfield LLP's Walter & Haverfield LLP Profit Sharing Retirement Plan reported $35M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,668 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Walter & Haverfield LLP Profit Sharing Retirement Plan covers 115 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $35M.

#16,668
in Professional & Technical Services (20,321 peers)
-2.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $920K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walter & Haverfield LLP Profit Sharing Retirement Plan's outsized position by total assets

Walter & Haverfield LLP Profit Sharing Retirement Plan vs every filed plan by assets

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

$34,996,983 Top 19% higher than 81% 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

Walter & Haverfield LLP Profit Sharing Retirement 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. Walter & Haverfield LLP Profit Sharing Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter & Haverfield LLP Profit Sharing Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to -$920K in the plan year 2023 filing.
  • Walter & Haverfield LLP Profit Sharing Retirement Plan reported participants fell from 168 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Walter & Haverfield LLP Profit Sharing Retirement Plan end-of-year assets fell from $36M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340602148 · Walter & Haverfield LLP PY 2023 · 401(k)

Walter & Haverfield LLP Profit Sharing Retirement Plan · $35M · 115 · 81st

  • PCT $35M
  • EIN 115
  • RANK 81st
  • PHOTO 401(k)
  • IND near Dental365 401(k) Plan
  • EOY ind #16668

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 Ohio →

Walter & Haverfield LLP Profit Sharing Retirement Plan in the asset neighbourhood

Walter & Haverfield LLP Profit Sharing Retirement PlanWalter & Haverfield LLP Prof…$35MDental365 401(k) Plan$35MStonemor Retirement and Savings PlanStonemor Retirement and Savi…$35MWhittier Employee Resources Inc. 401(k) PlanWhittier Employee Resources …$35MDenali Universal Services 401(k) Retirement PlanDenali Universal Services 40…$35M
End-of-year total assets ($M) among Walter & Haverfield LLP Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$35M
Net Income-$920K
Employer EIN340602148
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter & Haverfield LLP)

Sponsor-wide plan assets over time

All Walter & Haverfield LLP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 10.718029836022543% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $35.9M $32.1M ▼ -10.7%
Year Plans Participants Total Assets
2022 1 168 $36M
2023 1 115 $35M
2024 1 111 $32M

Nearby 401(k) Plans in Ohio

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

Walter & Haverfield LLP Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Walter & Haverfield LLP Profit Sharing Retirement Plan, Total assets ($B): 0.034996983 · Participants: 115Walter & Haverfield LLP Profit Sharing Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Walter & Haverfield LLP Profit Sharing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Walter & Haverfield LLP Profit Sharing Retirement Plan side-by-side with 3 peers →

Walter & Haverfield LLP Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dental365 401(k) Plan in NY ($35M); by covered participants it is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Walter & Haverfield LLP Profit Sharing Retirement Plan assets move in 2023? ▼
Walter & Haverfield LLP Profit Sharing Retirement Plan edged down modestly - down 2.6% during 2023, from $36M to $35M. Reported net income was -$920K.
How have Walter & Haverfield LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter & Haverfield LLP's sponsor-wide assets declined 10.7%, from $36M to $32M.
Where does Walter & Haverfield LLP Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Walter & Haverfield LLP Profit Sharing Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Walter & Haverfield LLP Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental365 401(k) Plan in NY ($35M, 1,234 participants).
Which 401(k) plans cover a similar participant headcount to Walter & Haverfield LLP Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants, $155K 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 340602148.

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.