401(k) · DOL Form 5500 · 2024

Walker's Shortbread, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
30
Participants Small participant base
50th
Percentile by assets National rank
$253,066
Avg per participant Above avg balance/head
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Official DOL plan name: Walker's Shortbread, Inc. Retirement Plan · Sponsored by Walker's Shortbread, Inc. · New York · Manufacturing

$8M in assets, 30 participants

Walker's Shortbread, Inc.'s Walker's Shortbread, Inc. Retirement Plan reported $8M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,107 in Manufacturing (17,777 peers)

Walker's Shortbread, Inc. multi-year trail

Walker's Shortbread, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Walker's Shortbread, Inc. Retirement Plan at $8M / 30 participants.

#6,107
in Manufacturing (17,777 peers)
-8.7%
assets change YoY

The plan reported a net loss of $727K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walker's Shortbread, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Walker's Shortbread, Inc. Retirement Plan vs every filed plan by assets

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

$7,591,983 Top 50% higher than 50% 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

Walker's Shortbread, Inc. 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. Walker's Shortbread, Inc. Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walker's Shortbread, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$727K in the plan year 2024 filing.
  • Walker's Shortbread, Inc. Retirement Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133836419 · Walker's Shortbread, Inc. PY 2024 · 401(k)

Walker's Shortbread, Inc. Retirement Plan · $8M · 30 · 50th

  • RANK $8M
  • RANK 30
  • RANK 50th
  • RANK 401(k)
  • RANK near Community Capital Management, LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #6107

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 New York →

Walker's Shortbread, Inc. Retirement Plan in the asset neighbourhood

Walker's Shortbread, Inc. Retirement PlanWalker's Shortbread, Inc. Re…$8MCommunity Capital Management, LLC 401(k) Profit Sharing Plan and TrustCommunity Capital Management…$8MNies Engineering, Inc. 401(k) Plan & TrustNies Engineering, Inc. 401(k…$8MHairuwear Inc. 401(k) Plan$8MCherokee Brick & Tile Company Employee 401(k) PlanCherokee Brick & Tile Compan…$8M
End-of-year total assets ($M) among Walker's Shortbread, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Walker's Shortbread, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walker's Shortbread, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 17.93902948637686% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.44M $7.59M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 24 $6M
2023 1 30 $8M
2024 1 30 $8M

Walker's Shortbread, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$727K
Employer EIN133836419
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Walker's Shortbread, Inc. Retirement Plan, Total assets ($B): 0.007591983 · Participants: 30Walker's Shortbread, Inc. Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Walker's Shortbread, Inc. Retirement Plan side-by-side with 3 peers →

Walker's Shortbread, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community Capital Management, LLC 401(k) Profit Sharing Plan and Trust in FL ($8M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Walker's Shortbread, Inc. Retirement Plan assets move in 2024? ▼
Walker's Shortbread, Inc. Retirement Plan pulled back noticeably - down 8.7% during 2024, from $8M to $8M. Reported net income was -$727K.
How have Walker's Shortbread, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walker's Shortbread, Inc.'s sponsor-wide assets grew 17.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Capital Management, LLC 401(k) Profit Sharing Plan and Trust in FL ($8M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 133836419.

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.