401(k) · DOL Form 5500 · 2023

The Walton Electric Membership Corporation 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
251
Participants Below avg headcount
87th
Percentile by assets National rank
$242,334
Avg per participant Above avg balance/head
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Official DOL plan name: The Walton Electric Membership Corporation 401 K Plan · Sponsored by The Walton Electric Membership Corporation · Georgia · Utilities

$61M in assets, 251 participants

The Walton Electric Membership Corporation's The Walton Electric Membership Corporation 401 K Plan reported $61M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #398 in Utilities (721 peers)

Coverage in Georgia

The Walton Electric Membership Corporation 401 K Plan covers 251 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $61M.

#398
in Utilities (721 peers)
+10.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Walton Electric Membership Corporation 401 K Plan's outsized position by total assets

The Walton Electric Membership Corporation 401 K Plan vs every filed plan by assets

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

$60,825,713 Top 13% higher than 87% 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

The Walton Electric Membership Corporation 401 K 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. The Walton Electric Membership Corporation 401 K Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Walton Electric Membership Corporation 401 K Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Walton Electric Membership Corporation 401 K Plan end-of-year assets rose from $55M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580477163 · The Walton Electric Membership Corporation PY 2023 · 401(k)

The Walton Electric Membership Corporation 401 K Plan · $61M · 251 · 87th

  • SCH $61M
  • EBSA 251
  • PART 87th
  • TYPE 401(k)
  • NET near Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust
  • BOOK ind #398

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 Utilities retirement plans → · Plans in Georgia →

The Walton Electric Membership Corporation 401 K Plan in the asset neighbourhood

Swanson Group, Inc. and Affiliated Companies Employee Savings PlanSwanson Group, Inc. and Affi…$61MTf Cornerstone Inc. 401(k) PlanTf Cornerstone Inc. 401(k) P…$61MThe Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$61MNasa Federal Credit Union 401(k) Profit Sharing Plan & TrustNasa Federal Credit Union 40…$61MHawley Troxell 401(k) Plan$61M
End-of-year total assets ($M) among The Walton Electric Membership Corporation 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$6M
Employer EIN580477163
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Walton Electric Membership Corporation)

Sponsor-wide plan assets over time

All The Walton Electric Membership Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$125M 23.543855395101488% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $125M ▲ +23.5%
Year Plans Participants Total Assets
2022 2 420 $102M
2023 2 393 $111M
2024 2 395 $125M

Nearby 401(k) Plans in Georgia

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

The Walton Electric Membership Corporation 401 K Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Walton Electric Membership Corporation 401 K Plan, Total assets ($B): 0.060825713 · Participants: 251The Walton Electric Membership Corporation 401 K PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
The Walton Electric Membership Corporation 401 K Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Walton Electric Membership Corporation 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust in MD ($61M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 The Walton Electric Membership Corporation 401 K Plan assets move in 2023?
The Walton Electric Membership Corporation 401 K Plan grew at a solid clip - up 10.5% during 2023, from $55M to $61M. Reported net income was $6M.
How have The Walton Electric Membership Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Walton Electric Membership Corporation's sponsor-wide assets grew 23.5%, from $102M to $125M.
Where does The Walton Electric Membership Corporation 401 K Plan rank by assets among Form 5500 filers?
The Walton Electric Membership Corporation 401 K Plan ranks in the 87th 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 The Walton Electric Membership Corporation 401 K Plan?
Among 401(k) plans in other states, the closest by assets is Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trust in MD ($61M, 381 participants).
Which 401(k) plans cover a similar participant headcount to The Walton Electric Membership Corporation 401 K Plan?
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M in assets).