Profit Sharing · DOL Form 5500 · 2023
Walters Wholesale Electric Co. Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- 446
- Participants
- 77th
- Percentile by assets
- $57,927
- Avg per participant
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.
- 77th percentile by assets (of 127,072 plans)
- #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.
- $26M
- total plan assets (2023 EOY)
- 446
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $57,927
- avg assets per participant
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.
Walters Wholesale Electric Co. Employees' Profit Sharing Plan vs the 2023 asset distribution
By assets, Walters Wholesale Electric Co. Employees' Profit Sharing Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 952091661 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walters Wholesale Electric Co.)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Walters Wholesale Electric Co. Employees' Profit Sharing Plan by total assets, not by location.
- Center for Biological Diversity 403(b) DC Plan (AZ) $26M · 180
- Fiduciary Services Group 401(k) Plan (DE) $26M · 402
- Construction and General Laborers Local 190 Annuity Plan (NY) $26M · 1,743
- Medtec LLC 401(k) Retirement Plan (IA) $26M · 144
Frequently Asked Questions
How did Walters Wholesale Electric Co. Employees' Profit Sharing Plan assets move in 2023? ▼
Where does Walters Wholesale Electric Co. Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Walters Wholesale Electric Co. Employees' Profit Sharing Plan? ▼
Next read for Walters Wholesale Electric Co. Employees…
Scale reading
Ways to act on Walters Wholesale Electric Co. Employees' Profit Sharing Plan's numbers.
- By total assets, Walters Wholesale Electric Co. Employees' Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans