401(k) · DOL Form 5500 · 2024

Waltonen Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
133
Participants Small participant base
55th
Percentile by assets National rank
$73,528
Avg per participant Below avg balance/head
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Official DOL plan name: Waltonen Engineering Deferred Compensation Thrift Plan · Sponsored by Waltonen Engineering, Inc. · Michigan · Professional & Technical Services

$10M in assets, 133 participants

Waltonen Engineering, Inc.'s Waltonen Engineering Deferred Compensation Thrift Plan reported $10M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,796 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Waltonen Engineering Deferred Compensation Thrift Plan covers 133 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#10,796
in Professional & Technical Services (20,173 peers)
+29.8%
assets growth YoY

Waltonen Engineering Deferred Compensation Thrift Plan's mid-pack asset rank among Professional & Technical Services and all filers

Waltonen Engineering Deferred Compensation Thrift Plan vs every filed plan by assets

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

$9,779,214 Top 45% higher than 55% 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

Waltonen Engineering Deferred Compensation Thrift 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. Waltonen Engineering Deferred Compensation Thrift Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waltonen Engineering Deferred Compensation Thrift Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Waltonen Engineering Deferred Compensation Thrift Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Waltonen Engineering Deferred Compensation Thrift Plan reported participants rose from 116 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383386211 · Waltonen Engineering, Inc. PY 2024 · 401(k)

Waltonen Engineering Deferred Compensation Thrift Plan · $10M · 133 · 55th

  • ASSETS $10M
  • PCT 133
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Precision Plating Company, Inc. Employees' Retirement Plan
  • IND ind #10796

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Waltonen Engineering Deferred Compensation Thrift Plan in the asset neighbourhood

Waltonen Engineering Deferred Compensation Thrift PlanWaltonen Engineering Deferre…$10MPrecision Plating Company, Inc. Employees' Retirement PlanPrecision Plating Company, I…$10MCarus Capital Accumulation 401(k) Plan for Bargaining EmployeesCarus Capital Accumulation 4…$10MJonti-Craft, Inc. 401(k) Retirement Savings PlanJonti-Craft, Inc. 401(k) Ret…$10MBakery Express Mid-Atlantic, Inc 401(k) PlanBakery Express Mid-Atlantic,…$10M
End-of-year total assets ($M) among Waltonen Engineering Deferred Compensation Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN383386211
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waltonen Engineering, Inc.)

Sponsor-wide plan assets over time

All Waltonen Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.08631565522151% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.15M $9.78M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 117 $6M
2023 1 116 $8M
2024 1 133 $10M

Nearby 401(k) Plans in Michigan

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

Waltonen Engineering Deferred Compensation Thrift Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Waltonen Engineering Deferred Compensation Thrift Plan, Total assets ($B): 0.009779214 · Participants: 133Waltonen Engineering Deferred Compensation Thrift PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Waltonen Engineering Deferred Compensation Thrift Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Waltonen Engineering Deferred Compensation Thrift Plan side-by-side with 3 peers →

Waltonen Engineering Deferred Compensation Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Precision Plating Company, Inc. Employees' Retirement Plan in IL ($10M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Waltonen Engineering Deferred Compensation Thrift Plan assets move in 2024? ▼
Waltonen Engineering Deferred Compensation Thrift Plan grew sharply - up 29.8% during 2024, from $8M to $10M. Reported net income was $2M.
How have Waltonen Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waltonen Engineering, Inc.'s sponsor-wide assets grew 59.1%, from $6M to $10M.
Which 401(k) plans are similar in size to Waltonen Engineering Deferred Compensation Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Plating Company, Inc. Employees' Retirement Plan in IL ($10M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Waltonen Engineering Deferred Compensation Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 383386211.

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.