401(k) · DOL Form 5500 · 2024

Waller Investments, Co. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
33
Participants Small participant base
27th
Percentile by assets National rank
$48,236
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waller Investments, Co. Retirement Plan · Sponsored by Waller Investments, Co. · Pennsylvania · Other Services

$2M in assets, 33 participants

Waller Investments, Co.'s Waller Investments, Co. Retirement Plan reported $2M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,995 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Waller Investments, Co. Retirement Plan ranks #3,995 of 7,719 2024 filers by assets (1261% of the sector average)-$2M for 33 participants.

#3,995
in Other Services (7,719 peers)
+50.2%
assets growth YoY

Waller Investments, Co. Retirement Plan among the smaller filed plans by assets

Waller Investments, Co. Retirement Plan vs every filed plan by assets

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

$1,591,777 27th percentile higher than 27% 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

Waller Investments, Co. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waller Investments, Co. Retirement Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waller Investments, Co. Retirement Plan reported net income rose from $151K in the plan year 2023 filing to $532K in the plan year 2024 filing.
  • Waller Investments, Co. Retirement Plan reported participants rose from 20 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Waller Investments, Co. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820649954 · Waller Investments, Co. PY 2024 · 401(k)

Waller Investments, Co. Retirement Plan · $2M · 33 · 27th

  • NET $2M
  • NET 33
  • NET 27th
  • NET 401(k)
  • NET near Solaris Diagnostics 401(k) Plan
  • NET ind #3995

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 Other Services retirement plans → · Plans in Pennsylvania →

Waller Investments, Co. Retirement Plan in the asset neighbourhood

Waller Investments, Co. Retirement PlanWaller Investments, Co. Reti…$2MSolaris Diagnostics 401(k) PlanSolaris Diagnostics 401(k) P…$2MLamb & Meyer Apc 401(k) Profit Sharing Plan & TrustLamb & Meyer Apc 401(k) Prof…$2M403(b) Thrift Plan for Employees of Southern Maryland Vocational Industries, Incorporated403(b) Thrift Plan for Emplo…$2MCrespo & Associates PA 401(k) Profit Sharing Plan and TrustCrespo & Associates PA 401(k…$2M
End-of-year total assets ($M) among Waller Investments, Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$532K
Employer EIN820649954
Plan Effective Date2017-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Waller Investments, Co.)

Sponsor-wide plan assets over time

All Waller Investments, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 75.13147703167772% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.91M $1.59M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 20 $909K
2023 1 20 $1M
2024 1 33 $2M

Nearby 401(k) Plans in Pennsylvania

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

Waller Investments, Co. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Waller Investments, Co. Retirement Plan, Total assets ($B): 0.001591777 · Participants: 33Waller Investments, Co. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Waller Investments, Co. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Waller Investments, Co. Retirement Plan side-by-side with 3 peers →

Waller Investments, Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Solaris Diagnostics 401(k) Plan in KY ($2M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Waller Investments, Co. Retirement Plan assets move in 2024? ▼
Waller Investments, Co. Retirement Plan surged - up 50.2% during 2024, from $1M to $2M. Reported net income was $532K.
How have Waller Investments, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waller Investments, Co.'s sponsor-wide assets grew 75.1%, from $909K to $2M.
Which 401(k) plans are similar in size to Waller Investments, Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solaris Diagnostics 401(k) Plan in KY ($2M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Waller Investments, Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 820649954.

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.