401(k) · DOL Form 5500 · 2024
Wallace & Toney Valuation Advisors Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · Sponsored by Wallace & Toney Valuation Advisors Inc · California · Professional & Technical Services
$5M in assets, 4 participants
Wallace & Toney Valuation Advisors Inc's Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,898 in Professional & Technical Services (20,173 peers)
Wallace & Toney Valuation Advisors Inc multi-year trail
Wallace & Toney Valuation Advisors Inc's plans moved -19.4% in assets from 2022 to 2024; this filing shows Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan at $5M / 4 participants.
- #7,898
- in Professional & Technical Services (20,173 peers)
- -28.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,915,306 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported net income fell from $734K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 680070035 · Wallace & Toney Valuation Advisors Inc PY 2024 · 401(k)
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan · $5M · 4 · 42nd
- EOY $5M
- 5500 4
- ASSETS 42nd
- PCT 401(k)
- EIN near Sdii Global, LLC 401(k) Savings Plan
- RANK ind #7898
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 California →
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Wallace & Toney Valuation Advisors Inc multi-year asset trail
Sponsor-wide plan assets over time
All Wallace & Toney Valuation Advisors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.35525629075977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $6M |
| 2023 | 1 | 8 | $7M |
| 2024 | 1 | 4 | $5M |
Wallace & Toney Valuation Advisors Inc filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 680070035 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sdii Global, LLC 401(k) Savings Plan in FL ($5M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Sdii Global, LLC 401(k) Savings Plan (FL) $5M · 74
- Truly Title, Inc. 401(k) Plan (TX) $5M · 106
- H & H Insurance Services, Inc. Profit Sharing Plan (GA) $5M · 21
- Drawbridge 401(k) Plan (FL) $5M · 78
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.