Profit Sharing · DOL Form 5500 · 2024

Waler & Waler Cpas PA Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$275,352
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · Sponsored by Waler & Waler Cpas PA · Florida · Professional & Technical Services

$1M in assets, 5 participants

Waler & Waler Cpas PA's Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,254 in Professional & Technical Services (20,173 peers)

Waler & Waler Cpas PA multi-year trail

Waler & Waler Cpas PA's plans moved +48.7% in assets from 2022 to 2024; this filing shows Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust at $1M / 5 participants.

#4,254
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust among the smaller filed plans by assets

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,376,760 26th percentile higher than 26% of 123,620 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 2024

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592760678 · Waler & Waler Cpas PA PY 2024 · Profit Sharing

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust · $1M · 5 · 26th

  • BOOK $1M
  • VS-ST 5
  • BOY 26th
  • SCH Profit Sharing
  • EBSA near Kp Asadorian, Inc. Retirement Plan
  • PART ind #4254

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 Professional & Technical Services retirement plans → · Plans in Florida →

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust in the asset neighbourhood

Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRichard L Waler Jr Cpa PA Pr…$1MKp Asadorian, Inc. Retirement PlanKp Asadorian, Inc. Retiremen…$1MBossert Logistics Inc Retirement PlanBossert Logistics Inc Retire…$1MBlue City Investments Co. Retirement PlanBlue City Investments Co. Re…$1MTitanium Healthcare, Inc. 401(k) PlanTitanium Healthcare, Inc. 40…$1M
End-of-year total assets ($M) among Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Waler & Waler Cpas PA multi-year asset trail

Sponsor-wide plan assets over time

All Waler & Waler Cpas PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.70468279985094% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.38M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 6 $926K
2023 1 5 $1M
2024 1 5 $1M

Waler & Waler Cpas PA filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$222K
Employer EIN592760678
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust, Total assets ($B): 0.00137676 · Participants: 5Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust side-by-side with 3 peers →

Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Kp Asadorian, Inc. Retirement Plan in OH ($1M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust assets move in 2024? ▼
Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust grew sharply - up 19.2% during 2024, from $1M to $1M. Reported net income was $222K.
How have Waler & Waler Cpas PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waler & Waler Cpas PA's sponsor-wide assets grew 48.7%, from $926K to $1M.
Which Profit Sharing plans are similar in size to Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Kp Asadorian, Inc. Retirement Plan in OH ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard L Waler Jr Cpa PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592760678.

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.