401(k) · DOL Form 5500 · 2024
Wallick & Volk, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 141
- Participants Small participant base
Official DOL plan name: Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Wallick & Volk, Inc. · Wyoming · Finance & Insurance
N/A in assets, 141 participants
Wallick & Volk, Inc.'s Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported N/A in total assets and 141 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust holds N/A for 141 participants.
- -$112K
- reported net income
The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$249K in the plan year 2023 filing to -$112K in the plan year 2024 filing.
- Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 181 in the plan year 2023 filing to 141 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 830171636 · Wallick & Volk, Inc. PY 2024 · 401(k)
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust · N/A · 141
- BOY N/A
- SCH 141
- EBSA PY 2024
- PART 401(k)
- TYPE near Vonlehman & Co., Inc. Employee's Savings Plan
- NET -$112K
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 Finance & Insurance retirement plans → · Plans in Wyoming →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$112K |
| Employer EIN | 830171636 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wallick & Volk, Inc.)
Sponsor-wide plan assets over time
All Wallick & Volk, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $16M |
| 2023 | 1 | 181 | $16M |
| 2024 | 1 | 141 | N/A |
Nearby 401(k) Plans in Wyoming
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Admiral Beverage Corporation 401(k) Plan $169M · 1,570
- Wyoming Machinery Company Profit Sharing 401(k) Plan $144M · 741
- Trihydro Corporation 401(k) Plan $115M · 599
- True Companies Employees' 401(k) Savings Plan $72M · 965
- Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust $48M · 452
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust's closest out-of-state 401(k) peers by headcount
Outside Wyoming, the nearest 401(k) by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants; this filing: 141 participants).
Similar participant headcount
Nearest other-state filings by covered participants (141 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.