Profit Sharing · DOL Form 5500 · 2023
Walker, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $46,449
- Avg per participant Low balance/head
Official DOL plan name: Walker 401(k) Retirement Plan · Sponsored by Walker, Inc. · Massachusetts · Educational Services
$12M in assets, 268 participants
Walker, Inc.'s Walker 401(k) Retirement Plan reported $12M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,721 in Educational Services (3,735 peers)
Coverage in Massachusetts
Walker 401(k) Retirement Plan covers 268 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #1,721
- in Educational Services (3,735 peers)
- +8.8%
- assets growth YoY
Walker 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Walker 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,448,371 Top 37% higher than 63% 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 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. Walker 401(k) Retirement Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Walker 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Walker 401(k) Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $986K in the plan year 2023 filing.
- Walker 401(k) Retirement Plan reported participants rose from 260 in the plan year 2022 filing to 268 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042171186 · Walker, Inc. PY 2023 · Profit Sharing
Walker 401(k) Retirement Plan · $12M · 268 · 63rd
- VS-ST $12M
- VS-ST 268
- VS-ST 63rd
- VS-ST Profit Sharing
- VS-ST near Harrington Construction Co., Inc. Profit Sharing Plan
- VS-ST ind #1721
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 Educational Services retirement plans → · Plans in Massachusetts →
Walker 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $986K |
| Employer EIN | 042171186 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walker, Inc.)
Sponsor-wide plan assets over time
All Walker, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.538082053229786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $11M |
| 2023 | 1 | 268 | $12M |
| 2024 | 1 | 316 | $14M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Walker 401(k) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Harrington Construction Co., Inc. Profit Sharing Plan in CA ($12M); by covered participants it is Carriage House Investments Company Employees' Profit Sharing Plan in UT (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
- Carriage House Investments Company Employees' Profit Sharing Plan (UT) 268 · 0 off
- Daughters of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan (NY) 268 · 0 off
- Cnh Reman Employees Savings Trust (MO) 267 · 1 off
- Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan (MS) 267 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.