401(k) · DOL Form 5500 · 2023

Walters Wholesale Electric Co. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
521
Participants Below avg headcount
87th
Percentile by assets National rank
$111,164
Avg per participant Below avg balance/head
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Official DOL plan name: Walters Wholesale Electric Co. 401 (K) Retirement Plan · Sponsored by Walters Wholesale Electric Co. · California · Wholesale Trade

$58M in assets, 521 participants

Walters Wholesale Electric Co.'s Walters Wholesale Electric Co. 401 (K) Retirement Plan reported $58M in total assets and 521 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.

  • #5,581 in Wholesale Trade (6,309 peers)

Where Walters Wholesale Electric Co. 401 (K) Retirement Plan sits by assets

Walters Wholesale Electric Co. 401 (K) Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 521 participants (~$111,164/participant), up 12.0% in 2023.

#5,581
in Wholesale Trade (6,309 peers)
+12.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Walters Wholesale Electric Co. 401 (K) Retirement Plan's outsized position by total assets

Walters Wholesale Electric Co. 401 (K) Retirement Plan vs every filed plan by assets

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

$57,916,275 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

Walters Wholesale Electric Co. 401 (K) Retirement 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 Wholesale Electric Co. 401 (K) Retirement Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walters Wholesale Electric Co. 401 (K) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Walters Wholesale Electric Co. 401 (K) Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Walters Wholesale Electric Co. 401 (K) Retirement Plan reported participants rose from 486 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952091661 · Walters Wholesale Electric Co. PY 2023 · 401(k)

Walters Wholesale Electric Co. 401 (K) Retirement Plan · $58M · 521 · 87th

  • SCH $58M
  • SCH 521
  • SCH 87th
  • SCH 401(k)
  • SCH near Mcginnis Lochridge LLP Savings Plus Plan
  • SCH ind #5581

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 Wholesale Trade retirement plans → · Plans in California →

Walters Wholesale Electric Co. 401 (K) Retirement Plan in the asset neighbourhood

Walters Wholesale Electric Co. 401 (K) Retirement PlanWalters Wholesale Electric C…$58MMcginnis Lochridge LLP Savings Plus PlanMcginnis Lochridge LLP Savin…$58MBank Hapoalim B.M. Employee Savings and Investment PlanBank Hapoalim B.M. Employee …$58MBlistex Retirement Savings PlanBlistex Retirement Savings P…$58MMwh Constructors 401(k) Plan$58M
End-of-year total assets ($M) among Walters Wholesale Electric Co. 401 (K) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN952091661
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walters Wholesale Electric Co.)

Sponsor-wide plan assets over time

All Walters Wholesale Electric Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $74.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 917 $75M
2023 2 967 $84M
2024 2 1,010 N/A

Nearby 401(k) Plans in California

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

Walters Wholesale Electric Co. 401 (K) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Walters Wholesale Electric Co. 401 (K) Retirement Plan, Total assets ($B): 0.057916275 · Participants: 521Walters Wholesale Electric Co. 401 (K) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Walters Wholesale Electric Co. 401 (K) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Walters Wholesale Electric Co. 401 (K) Retirement Plan side-by-side with 3 peers →

Walters Wholesale Electric Co. 401 (K) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcginnis Lochridge LLP Savings Plus Plan in TX ($58M); by covered participants it is Healey Brothers, Inc. 401(k) Plan in NY (521 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Wholesale Electric Co. 401 (K) Retirement Plan assets move in 2023? ▼
Walters Wholesale Electric Co. 401 (K) Retirement Plan grew at a solid clip - up 12.0% during 2023, from $52M to $58M. Reported net income was $6M.
Where does Walters Wholesale Electric Co. 401 (K) Retirement Plan rank by assets among Form 5500 filers? ▼
Walters Wholesale Electric Co. 401 (K) Retirement 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 Walters Wholesale Electric Co. 401 (K) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcginnis Lochridge LLP Savings Plus Plan in TX ($58M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Walters Wholesale Electric Co. 401 (K) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healey Brothers, Inc. 401(k) Plan in NY (521 participants, $39M 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 952091661.

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.