401(k) · DOL Form 5500 · 2023
Walker Industries, Ltd. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Walker Industries, Ltd. Employee Stock Ownership Plan · Sponsored by Walker Industries, Ltd. · Hawaii · Manufacturing
$11M in assets, 10 participants
Walker Industries, Ltd.'s Walker Industries, Ltd. Employee Stock Ownership Plan reported $11M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #8,968 in Manufacturing (18,722 peers)
2023 asset change
Walker Industries, Ltd. Employee Stock Ownership Plan declined sharply 17.3% in 2023 ($14M → $11M) for 10 participants.
- #8,968
- in Manufacturing (18,722 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walker Industries, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Walker Industries, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,221,587 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Walker Industries, Ltd. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walker Industries, Ltd. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Walker Industries, Ltd. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Walker Industries, Ltd. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Walker Industries, Ltd. Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
DOL schedule card
Filing strip 990159342 · Walker Industries, Ltd. PY 2023 · 401(k)
Walker Industries, Ltd. Employee Stock Ownership Plan · $11M · 10 · 61st
- EOY $11M
- EOY 10
- EOY 61st
- EOY 401(k)
- EOY near Lancaster County Motors, Inc. Savings Plan
- EOY ind #8968
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 Manufacturing retirement plans → · Plans in Hawaii →
Walker Industries, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Walker Industries, Ltd. years around the 2023 move
Sponsor-wide plan assets over time
All Walker Industries, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 9.035025656289362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $14M |
| 2023 | 1 | 10 | $11M |
| 2024 | 1 | 10 | $15M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 990159342 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Walker Industries, Ltd. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Lancaster County Motors, Inc. Savings Plan in PA ($11M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Lancaster County Motors, Inc. Savings Plan (PA) $11M · 245
- Topiderm, Inc. 401(k) Plan (NY) $11M · 572
- Parker Waichman LLP (NY) $11M · 94
- Gravois Aluminum Boats, LLC 401(k) Profit Sharing Plan (LA) $11M · 288
Similar participant headcount
Nearest other-state filings by covered participants (10 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.