401(k) · DOL Form 5500 · 2023

Missouri Walnut, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
46th
Percentile by assets National rank
$38,960
Avg per participant Low balance/head
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Official DOL plan name: Missouri Walnut, LLC 401(k) Plan · Sponsored by Missouri Walnut, LLC · Missouri · Wholesale Trade

$5M in assets, 138 participants

Missouri Walnut, LLC's Missouri Walnut, LLC 401(k) Plan reported $5M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,217 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Missouri Walnut, LLC 401(k) Plan covers 138 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $5M.

#2,217
in Wholesale Trade (6,309 peers)
+37.8%
assets growth YoY

Missouri Walnut, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Missouri Walnut, LLC 401(k) Plan vs every filed plan by assets

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

$5,376,481 46th percentile higher than 46% 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

Missouri Walnut, LLC 401(k) Plan 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. Missouri Walnut, LLC 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Missouri Walnut, LLC 401(k) Plan reported net income rose from -$37K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Missouri Walnut, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Missouri Walnut, LLC 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200080422 · Missouri Walnut, LLC PY 2023 · 401(k)

Missouri Walnut, LLC 401(k) Plan · $5M · 138 · 46th

  • 5500 $5M
  • 5500 138
  • 5500 46th
  • 5500 401(k)
  • 5500 near Pension Actuarial Consultnts, Inc. Retirement Trust
  • 5500 ind #2217

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 Wholesale Trade retirement plans → · Plans in Missouri →

Missouri Walnut, LLC 401(k) Plan in the asset neighbourhood

Missouri Walnut, LLC 401(k) PlanMissouri Walnut, LLC 401(k) …$5MPension Actuarial Consultnts, Inc. Retirement TrustPension Actuarial Consultnts…$5MPremiercare Physicians 401(k) Profit Sharing Plan and TrustPremiercare Physicians 401(k…$5MTosh Farms 401(k) Profit Sharing PlanTosh Farms 401(k) Profit Sha…$5MAnnexon Biosciences 401(k) Retirement PlanAnnexon Biosciences 401(k) R…$5M
End-of-year total assets ($M) among Missouri Walnut, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN200080422
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Missouri Walnut, LLC)

Sponsor-wide plan assets over time

All Missouri Walnut, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 59.54815919319122% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.9M $6.22M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 131 $4M
2023 1 138 $5M
2024 1 135 $6M

Nearby 401(k) Plans in Missouri

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

Missouri Walnut, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Missouri Walnut, LLC 401(k) Plan, Total assets ($B): 0.005376481 · Participants: 138Missouri Walnut, LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Missouri Walnut, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Missouri Walnut, LLC 401(k) Plan side-by-side with 3 peers →

Missouri Walnut, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Pension Actuarial Consultnts, Inc. Retirement Trust in NY ($5M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Missouri Walnut, LLC 401(k) Plan assets move in 2023? ▼
Missouri Walnut, LLC 401(k) Plan surged - up 37.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Missouri Walnut, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Missouri Walnut, LLC's sponsor-wide assets grew 59.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Missouri Walnut, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pension Actuarial Consultnts, Inc. Retirement Trust in NY ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Missouri Walnut, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 200080422.

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.