Profit Sharing · DOL Form 5500 · 2024

Walton Prop & Construction Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$159,684
Avg per participant Above avg balance/head
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Official DOL plan name: Walton Properties Profit Sharing Plan & Trust · Sponsored by Walton Prop & Construction Inc · Florida · Construction

$1M in assets, 7 participants

Walton Prop & Construction Inc's Walton Properties Profit Sharing Plan & Trust reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,044 in Construction (9,039 peers)

Walton Prop & Construction Inc multi-year trail

Walton Prop & Construction Inc's plans moved -33.0% in assets from 2022 to 2024; this filing shows Walton Properties Profit Sharing Plan & Trust at $1M / 7 participants.

#2,044
in Construction (9,039 peers)
-35.8%
assets change YoY

The plan reported a net loss of $624K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walton Properties Profit Sharing Plan & Trust among the smaller filed plans by assets

Walton Properties Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,117,788 24th percentile higher than 24% 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

Walton Properties Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walton Properties Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walton Properties Profit Sharing Plan & Trust reported net income fell from $72K in the plan year 2023 filing to -$624K in the plan year 2024 filing.
  • Walton Properties Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Walton Properties Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593240715 · Walton Prop & Construction Inc PY 2024 · Profit Sharing

Walton Properties Profit Sharing Plan & Trust · $1M · 7 · 24th

  • EBSA $1M
  • EBSA 7
  • EBSA 24th
  • EBSA Profit Sharing
  • EBSA near Golden Monkey Ventures Retirement Plan
  • EBSA ind #2044

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 Construction retirement plans → · Plans in Florida →

Walton Properties Profit Sharing Plan & Trust in the asset neighbourhood

Walton Properties Profit Sharing Plan & TrustWalton Properties Profit Sha…$1MGolden Monkey Ventures Retirement PlanGolden Monkey Ventures Retir…$1MThe David Mayman, Md, PC Retirement PlanThe David Mayman, Md, PC Ret…$1MVander Male Builders Inc Profit Sharing PlanVander Male Builders Inc Pro…$1MBrauer Holdings, Inc. Retirement PlanBrauer Holdings, Inc. Retire…$1M
End-of-year total assets ($M) among Walton Properties Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Walton Prop & Construction Inc multi-year asset trail

Sponsor-wide plan assets over time

All Walton Prop & Construction Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.04734294887153% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.67M $1.12M ▼ -32.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 7 $1M

Walton Prop & Construction Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$624K
Employer EIN593240715
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Walton Properties Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Walton Properties Profit Sharing Plan & Trust, Total assets ($B): 0.001117788 · Participants: 7Walton Properties Profit Sharing Plan & TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Walton Properties Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Walton Properties Profit Sharing Plan & Trust side-by-side with 3 peers →

Walton Properties Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Golden Monkey Ventures Retirement Plan in CA ($1M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Walton Properties Profit Sharing Plan & Trust assets move in 2024? ▼
Walton Properties Profit Sharing Plan & Trust contracted severely - down 35.8% during 2024, from $2M to $1M. Reported net income was -$624K.
How have Walton Prop & Construction Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Prop & Construction Inc's sponsor-wide assets declined 33.0%, from $2M to $1M.
Where does Walton Properties Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Walton Properties Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Walton Properties Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Golden Monkey Ventures Retirement Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Walton Properties Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 593240715.

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.