401(k) · DOL Form 5500 · 2024

Fort Walton Machining, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
155
Participants Small participant base
38th
Percentile by assets National rank
$24,831
Avg per participant Low balance/head
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Official DOL plan name: The Fort Walton Machining 401(k) Plan · Sponsored by Fort Walton Machining, Inc. · Florida · Manufacturing

$4M in assets, 155 participants

Fort Walton Machining, Inc.'s The Fort Walton Machining 401(k) Plan reported $4M in total assets and 155 participants in its 2024 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.

  • #3,707 in Manufacturing (17,777 peers)

Coverage in Florida

The Fort Walton Machining 401(k) Plan covers 155 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,707
in Manufacturing (17,777 peers)
+13.7%
assets growth YoY

The Fort Walton Machining 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Fort Walton Machining 401(k) Plan vs every filed plan by assets

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

$3,848,837 38th percentile higher than 38% 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

The Fort Walton Machining 401(k) Plan 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. The Fort Walton Machining 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fort Walton Machining 401(k) Plan reported net income fell from $692K in the plan year 2023 filing to $462K in the plan year 2024 filing.
  • The Fort Walton Machining 401(k) Plan reported participants rose from 136 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • The Fort Walton Machining 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592823872 · Fort Walton Machining, Inc. PY 2024 · 401(k)

The Fort Walton Machining 401(k) Plan · $4M · 155 · 38th

  • VS-ST $4M
  • BOY 155
  • SCH 38th
  • EBSA 401(k)
  • PART near Rsm Maintenance LLC 401(k) Plan
  • TYPE ind #3707

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 Manufacturing retirement plans → · Plans in Florida →

The Fort Walton Machining 401(k) Plan in the asset neighbourhood

The Fort Walton Machining 401(k) PlanThe Fort Walton Machining 40…$4MRsm Maintenance LLC 401(k) PlanRsm Maintenance LLC 401(k) P…$4MAmeraflex Sealing Products Co, Inc. Profit Sharing Plan and TrustAmeraflex Sealing Products C…$4MDavid F. Young Md PC 401(k) Profit Sharing Plan & TrustDavid F. Young Md PC 401(k) …$4MPost Falls Family Medicine, P.a. Retirement PlanPost Falls Family Medicine, …$4M
End-of-year total assets ($M) among The Fort Walton Machining 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$462K
Employer EIN592823872
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Walton Machining, Inc.)

Sponsor-wide plan assets over time

All Fort Walton Machining, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 149.20959237638584% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.46M $8.61M ▲ +148.8%
Year Plans Participants Total Assets
2022 1 126 $3M
2023 1 136 $4M
2024 2 288 $9M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Fort Walton Machining 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Fort Walton Machining 401(k) Plan, Total assets ($B): 0.003848837 · Participants: 155The Fort Walton Machining 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Fort Walton Machining 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Fort Walton Machining 401(k) Plan side-by-side with 3 peers →

The Fort Walton Machining 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rsm Maintenance LLC 401(k) Plan in NJ ($4M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 The Fort Walton Machining 401(k) Plan assets move in 2024? ▼
The Fort Walton Machining 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $3M to $4M. Reported net income was $462K.
How have Fort Walton Machining, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Walton Machining, Inc.'s sponsor-wide assets grew 149.2%, from $3M to $9M.
Which 401(k) plans are similar in size to The Fort Walton Machining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rsm Maintenance LLC 401(k) Plan in NJ ($4M, 235 participants).
Which 401(k) plans cover a similar participant headcount to The Fort Walton Machining 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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 592823872.

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.