401(k) · DOL Form 5500 · 2023

Bruce Walters Ford Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
204
Participants Below avg headcount
56th
Percentile by assets National rank
$42,960
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walters Corporation 401(k) Plan · Sponsored by Bruce Walters Ford Sales, Inc. · Kentucky · Retail Trade

$9M in assets, 204 participants

Bruce Walters Ford Sales, Inc.'s Walters Corporation 401(k) Plan reported $9M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,568 in Retail Trade (8,414 peers)

Coverage in Kentucky

Walters Corporation 401(k) Plan covers 204 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#5,568
in Retail Trade (8,414 peers)
+4.2%
assets growth YoY

Walters Corporation 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Walters Corporation 401(k) Plan vs every filed plan by assets

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

$8,763,747 Top 44% higher than 56% 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

Walters 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. Walters Corporation 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walters Corporation 401(k) Plan reported net income rose from -$666K in the plan year 2022 filing to $351K in the plan year 2023 filing.
  • Walters Corporation 401(k) Plan reported participants fell from 226 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Walters Corporation 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610945677 · Bruce Walters Ford Sales, Inc. PY 2023 · 401(k)

Walters Corporation 401(k) Plan · $9M · 204 · 56th

  • SCH $9M
  • SCH 204
  • SCH 56th
  • SCH 401(k)
  • SCH near R. W. Warner, Inc. Profit Sharing and 401(k) Plan
  • SCH ind #5568

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 Retail Trade retirement plans → · Plans in Kentucky →

Walters Corporation 401(k) Plan in the asset neighbourhood

Morris Coupling Company Profit Sharing PlanMorris Coupling Company Prof…$9MWalters Corporation 401(k) PlanWalters Corporation 401(k) P…$9MR. W. Warner, Inc. Profit Sharing and 401(k) PlanR. W. Warner, Inc. Profit Sh…$9MRichwood Meat Company 401(k) Profit Sharing PlanRichwood Meat Company 401(k)…$9MHomewise 403(b) Pension Plan$9M
End-of-year total assets ($M) among Walters Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$351K
Employer EIN610945677
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce Walters Ford Sales, Inc.)

Sponsor-wide plan assets over time

All Bruce Walters Ford Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.645530948729835% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.41M $9.22M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 226 $8M
2023 1 204 $9M
2024 1 200 $9M

Nearby 401(k) Plans in Kentucky

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

Walters Corporation 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Walters Corporation 401(k) Plan, Total assets ($B): 0.008763747 · Participants: 204Walters Corporation 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Walters Corporation 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Walters Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is R. W. Warner, Inc. Profit Sharing and 401(k) Plan in MD ($9M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Walters Corporation 401(k) Plan assets move in 2023? ▼
Walters Corporation 401(k) Plan edged up modestly - up 4.2% during 2023, from $8M to $9M. Reported net income was $351K.
How have Bruce Walters Ford Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Walters Ford Sales, Inc.'s sponsor-wide assets grew 9.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Walters Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. W. Warner, Inc. Profit Sharing and 401(k) Plan in MD ($9M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Walters Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 610945677.

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.