401(k) · DOL Form 5500 · 2023

Walters Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
107
Participants Small participant base
62nd
Percentile by assets National rank
$108,176
Avg per participant Below avg balance/head
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Official DOL plan name: Walters Management Company, Inc. 401(k) Plan · Sponsored by Walters Management Company, Inc. · New Jersey · Real Estate

$12M in assets, 107 participants

Walters Management Company, Inc.'s Walters Management Company, Inc. 401(k) Plan reported $12M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,724 in Real Estate (4,727 peers)

Coverage in New Jersey

Walters Management Company, Inc. 401(k) Plan covers 107 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#3,724
in Real Estate (4,727 peers)
+20.3%
assets growth YoY

Walters Management Company, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Walters Management Company, Inc. 401(k) Plan vs every filed plan by assets

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

$11,574,885 Top 38% higher than 62% 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 Management Company, Inc. 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 Management Company, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walters Management Company, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Walters Management Company, Inc. 401(k) Plan reported participants rose from 88 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Walters Management Company, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222544115 · Walters Management Company, Inc. PY 2023 · 401(k)

Walters Management Company, Inc. 401(k) Plan · $12M · 107 · 62nd

  • PHOTO $12M
  • PHOTO 107
  • PHOTO 62nd
  • PHOTO 401(k)
  • PHOTO near Nvest, Inc. 401(k) Plan
  • PHOTO ind #3724

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 Real Estate retirement plans → · Plans in New Jersey →

Walters Management Company, Inc. 401(k) Plan in the asset neighbourhood

Walters Management Company, Inc. 401(k) PlanWalters Management Company, …$12MNvest, Inc. 401(k) Plan$12MHaci Mechanical Contractors, Inc. 401(k) PlanHaci Mechanical Contractors,…$12MMike Anderson Chevrolet of Merrillville 401(k) PlanMike Anderson Chevrolet of M…$12MCrafty Apes 401(k) Profit Sharing PlanCrafty Apes 401(k) Profit Sh…$12M
End-of-year total assets ($M) among Walters Management Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN222544115
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walters Management Company, Inc.)

Sponsor-wide plan assets over time

All Walters Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 28.39895204057985% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.62M $12.4M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 88 $10M
2023 1 107 $12M
2024 1 101 $12M

Nearby 401(k) Plans in New Jersey

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

Walters Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Walters Management Company, Inc. 401(k) Plan, Total assets ($B): 0.011574885 · Participants: 107Walters Management Company, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Walters Management Company, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Walters Management Company, Inc. 401(k) Plan side-by-side with 3 peers →

Walters Management Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Nvest, Inc. 401(k) Plan in CA ($12M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Management Company, Inc. 401(k) Plan assets move in 2023? ▼
Walters Management Company, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Walters Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walters Management Company, Inc.'s sponsor-wide assets grew 28.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Walters Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nvest, Inc. 401(k) Plan in CA ($12M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Walters Management Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (107 participants, $406K 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 222544115.

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.