Profit Sharing · DOL Form 5500 · 2023

Walters Wholesale Electric Co. Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
446
Participants Below avg headcount
77th
Percentile by assets National rank
$57,927
Avg per participant Low balance/head
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Official DOL plan name: Walters Wholesale Electric Co. Employees' Profit Sharing Plan · Sponsored by Walters Wholesale Electric Co. · California · Wholesale Trade

$26M in assets, 446 participants

Walters Wholesale Electric Co.'s Walters Wholesale Electric Co. Employees' Profit Sharing Plan reported $26M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,762 in Wholesale Trade (6,309 peers)

Where Walters Wholesale Electric Co. Employees' Profit Sharing Plan sits by assets

Walters Wholesale Electric Co. Employees' Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 446 participants (~$57,927/participant), up 12.6% in 2023.

#4,762
in Wholesale Trade (6,309 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Walters Wholesale Electric Co. Employees' Profit Sharing Plan's outsized position by total assets

Walters Wholesale Electric Co. Employees' Profit Sharing Plan vs every filed plan by assets

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

$25,835,606 Top 23% higher than 77% 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. Employees' Profit Sharing 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. Employees' Profit Sharing Plan sits mid-pack in the medium band (446 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walters Wholesale Electric Co. Employees' Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Walters Wholesale Electric Co. Employees' Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Walters Wholesale Electric Co. Employees' Profit Sharing Plan reported participants rose from 431 in the plan year 2022 filing to 446 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952091661 · Walters Wholesale Electric Co. PY 2023 · Profit Sharing

Walters Wholesale Electric Co. Employees' Profit Sharing Plan · $26M · 446 · 77th

  • ASSETS $26M
  • PCT 446
  • EIN 77th
  • RANK Profit Sharing
  • PHOTO near Center for Biological Diversity 403(b) DC Plan
  • IND ind #4762

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. Employees' Profit Sharing Plan in the asset neighbourhood

Construction and General Laborers Local 190 Annuity PlanConstruction and General Lab…$26MWalters Wholesale Electric Co. Employees' Profit Sharing PlanWalters Wholesale Electric C…$26MCenter for Biological Diversity 403(b) DC PlanCenter for Biological Divers…$26MFiduciary Services Group 401(k) PlanFiduciary Services Group 401…$26MMedtec LLC 401(k) Retirement PlanMedtec LLC 401(k) Retirement…$26M
End-of-year total assets ($M) among Walters Wholesale Electric Co. Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN952091661
Plan Effective Date1965-04-01
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 Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walters Wholesale Electric Co. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Walters Wholesale Electric Co. Employees' Profit Sharing Plan, Total assets ($B): 0.025835606 · Participants: 446Walters Wholesale Electric Co. Employees' Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Walters Wholesale Electric Co. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Walters Wholesale Electric Co. Employees' Profit Sharing Plan side-by-side with 3 peers →

Walters Wholesale Electric Co. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Center for Biological Diversity 403(b) DC Plan in AZ ($26M); by covered participants it is Csd 403(b) Plan in TX (446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (446 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. Employees' Profit Sharing Plan assets move in 2023? ▼
Walters Wholesale Electric Co. Employees' Profit Sharing Plan grew at a solid clip - up 12.6% during 2023, from $23M to $26M. Reported net income was $3M.
Where does Walters Wholesale Electric Co. Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walters Wholesale Electric Co. Employees' Profit Sharing Plan ranks in the 77th 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 Profit Sharing plans are similar in size to Walters Wholesale Electric Co. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Center for Biological Diversity 403(b) DC Plan in AZ ($26M, 180 participants).
Which Profit Sharing plans cover a similar participant headcount to Walters Wholesale Electric Co. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Csd 403(b) Plan in TX (446 participants, $4M 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.