401(k) · DOL Form 5500 · 2022

Walzer, Melcher & Yoda, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
44th
Percentile by assets National rank
$357,325
Avg per participant High balance/head
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Official DOL plan name: Walzer & Melcher LLP 401(k) Profit Sharing Plan · Sponsored by Walzer, Melcher & Yoda, LLP · California · Professional & Technical Services

$4M in assets, 10 participants

Walzer, Melcher & Yoda, LLP's Walzer & Melcher LLP 401(k) Profit Sharing Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,885 in Professional & Technical Services (21,562 peers)

2022 asset change

Walzer & Melcher LLP 401(k) Profit Sharing Plan pulled back noticeably 10.5% in 2022 ($4M → $4M) for 10 participants.

#8,885
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY

The plan reported a net loss of $419K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walzer & Melcher LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Walzer & Melcher LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,573,246 44th percentile higher than 44% of 139,123 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 2022

Walzer & Melcher LLP 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walzer & Melcher LLP 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 202736577 · Walzer, Melcher & Yoda, LLP PY 2022 · 401(k)

Walzer & Melcher LLP 401(k) Profit Sharing Plan · $4M · 10 · 44th

  • BOOK $4M
  • VS-ST 10
  • BOY 44th
  • SCH 401(k)
  • EBSA near Fred Taylor Company, Inc. and Subsidiaries 401(k) Plan
  • PART ind #8885

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 California →

Walzer & Melcher LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Walzer & Melcher LLP 401(k) Profit Sharing PlanWalzer & Melcher LLP 401(k) …$4MFred Taylor Company, Inc. and Subsidiaries 401(k) PlanFred Taylor Company, Inc. an…$4M403(b) Thrift Plan of the Lighthouse for the Blind in New Orleans, Inc.403(b) Thrift Plan of the Li…$4MAdvanced Training and Rehab Ll 401(k) Profit Sharing Plan & TrustAdvanced Training and Rehab …$4MHinds Behavioral Health Services 401(k) PlanHinds Behavioral Health Serv…$4M
End-of-year total assets ($M) among Walzer & Melcher LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Walzer, Melcher & Yoda, LLP years around the 2022 move

Sponsor-wide plan assets over time

All Walzer, Melcher & Yoda, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.719146120921986% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.57M $3.92M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $4M
2024 1 11 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$419K
Employer EIN202736577
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Walzer & Melcher LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walzer & Melcher LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.003573246 · Participants: 10Walzer & Melcher LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Walzer & Melcher LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Walzer & Melcher LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Fred Taylor Company, Inc. and Subsidiaries 401(k) Plan in GA ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walzer & Melcher LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Walzer & Melcher LLP 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $4M to $4M. Reported net income was -$419K.
How have Walzer, Melcher & Yoda, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walzer, Melcher & Yoda, LLP's sponsor-wide assets grew 9.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Walzer & Melcher LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fred Taylor Company, Inc. and Subsidiaries 401(k) Plan in GA ($4M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Walzer & Melcher LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202736577.

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.