Other · DOL Form 5500 · 2023

Walnut Street Center, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
158
Participants Small participant base
38th
Percentile by assets National rank
$22,646
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. · Sponsored by Walnut Street Center, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 158 participants

Walnut Street Center, Inc.'s 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported $4M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,137 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,137
in Healthcare & Social Assistance (17,684 peers)
+12.3%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs every filed plan by assets

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

$3,578,058 38th percentile higher than 38% 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

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. 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. 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported participants rose from 102 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported net income fell from $500K in the plan year 2022 filing to $393K in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042513725 · Walnut Street Center, Inc. PY 2023 · Other

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. · $4M · 158 · 38th

  • PART $4M
  • TYPE 158
  • NET 38th
  • BOOK Other
  • VS-ST near Evansville Christian School Retirement Plan
  • BOY ind #7137

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.401(k) Profit Sharing Plan f…$4MEvansville Christian School Retirement PlanEvansville Christian School …$4MCoastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity PlanCoastal Georgia Area Communi…$4MSanta Barbara Botanic Garden Retirement PlanSanta Barbara Botanic Garden…$4MDream Charter School 403(b) PlanDream Charter School 403(b) …$4M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$393K
Employer EIN042513725
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walnut Street Center, Inc.)

Sponsor-wide plan assets over time

All Walnut Street Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.753954782484216% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.19M $3.56M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 102 $3M
2023 1 158 $4M
2024 1 224 $4M

Nearby Other Plans in Massachusetts

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

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc., Total assets ($B): 0.003578058 · Participants: 158401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Evansville Christian School Retirement Plan in IN ($4M); by covered participants it is 403(b) Thrift Plan of Brandywine Counseling Community Services, Inc. in DE (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. assets move in 2023? ▼
401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. grew at a solid clip - up 12.3% during 2023, from $3M to $4M. Reported net income was $393K.
How have Walnut Street Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walnut Street Center, Inc.'s sponsor-wide assets grew 11.8%, from $3M to $4M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.? ▼
Among Other plans in other states, the closest by assets is Evansville Christian School Retirement Plan in IN ($4M, 182 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Brandywine Counseling Community Services, Inc. in DE (158 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 042513725.

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.