401(k) · DOL Form 5500 · 2024

Walter Surface Technologies Incorporated 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
284
Participants Below avg headcount
64th
Percentile by assets National rank
$51,487
Avg per participant Low balance/head
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Official DOL plan name: Walter 401(k) Retirement Savings Plan · Sponsored by Walter Surface Technologies Incorporated · Connecticut · Wholesale Trade

$15M in assets, 284 participants

Walter Surface Technologies Incorporated's Walter 401(k) Retirement Savings Plan reported $15M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,452 in Wholesale Trade (6,080 peers)

Coverage in Connecticut

Walter 401(k) Retirement Savings Plan covers 284 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.

#3,452
in Wholesale Trade (6,080 peers)
+5.7%
assets growth YoY

Walter 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Walter 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,622,425 Top 36% higher than 64% 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

Walter 401(k) Retirement Savings 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. Walter 401(k) Retirement Savings Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walter 401(k) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $795K in the plan year 2024 filing.
  • Walter 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Walter 401(k) Retirement Savings Plan reported participants rose from 273 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061299982 · Walter Surface Technologies Incorporated PY 2024 · 401(k)

Walter 401(k) Retirement Savings Plan · $15M · 284 · 64th

  • SCH $15M
  • SCH 284
  • SCH 64th
  • SCH 401(k)
  • SCH near Continental Insurance Group, Ltd 401(k) Profit Sharing Plan
  • SCH ind #3452

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 Connecticut →

Walter 401(k) Retirement Savings Plan in the asset neighbourhood

Walter 401(k) Retirement Savings PlanWalter 401(k) Retirement Sav…$15MContinental Insurance Group, Ltd 401(k) Profit Sharing PlanContinental Insurance Group,…$15MDecision Technologies, 401(k)$15MBlake & Pendleton, Inc. 401(k) Profit Sharing PlanBlake & Pendleton, Inc. 401(…$15MMidwest Hose & Specialty Inc. 401(k) PlanMidwest Hose & Specialty Inc…$15M
End-of-year total assets ($M) among Walter 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$795K
Employer EIN061299982
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter Surface Technologies Incorporated)

Sponsor-wide plan assets over time

All Walter Surface Technologies Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$15M 5.747661679222903% vs 2023
2024 filing year
$13.5M$14M$14.5M$15M 20232024 $13.8M $14.6M ▲ +5.7%
Year Plans Participants Total Assets
2023 1 273 $14M
2024 1 284 $15M

Nearby 401(k) Plans in Connecticut

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

Walter 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Walter 401(k) Retirement Savings Plan, Total assets ($B): 0.014622425 · Participants: 284Walter 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Walter 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Walter 401(k) Retirement Savings Plan side-by-side with 3 peers →

Walter 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Continental Insurance Group, Ltd 401(k) Profit Sharing Plan in TX ($15M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Walter 401(k) Retirement Savings Plan assets move in 2024? ▼
Walter 401(k) Retirement Savings Plan grew at a solid clip - up 5.7% during 2024, from $14M to $15M. Reported net income was $795K.
How have Walter Surface Technologies Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Walter Surface Technologies Incorporated's sponsor-wide assets grew 5.7%, from $14M to $15M.
Which 401(k) plans are similar in size to Walter 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Insurance Group, Ltd 401(k) Profit Sharing Plan in TX ($15M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Walter 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 061299982.

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.