401(k) · DOL Form 5500 · 2024

Walters Holdings US Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 134
Participants Small participant base: 45th
Percentile by assets National rank: $44,612
Avg per participant Low balance/head

Official DOL plan name: Walters Holdings US Inc. 401(k) Plan · Sponsored by Walters Holdings US Inc · North Carolina · Manufacturing

$6M in assets, 134 participants

Walters Holdings US Inc's Walters Holdings US Inc. 401(k) Plan reported $6M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#5,094 in Manufacturing (17,777 peers)

Coverage in North Carolina

Walters Holdings US Inc. 401(k) Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#5,094
in Manufacturing (17,777 peers): -1.8%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walters Holdings US Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Walters Holdings US Inc. 401(k) Plan vs every filed plan by assets

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

$5,977,950 45th percentile higher than 45% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Walters Holdings US Inc. 401(k) 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. Walters Holdings US Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 205988504 · Walters Holdings US Inc PY 2024 · 401(k)

Walters Holdings US Inc. 401(k) Plan · $6M · 134 · 45th

5500 $6M
ASSETS 134
PCT 45th
EIN 401(k)
RANK near Tinco Sheet Metal 401(k) Plan
PHOTO ind #5094

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 North Carolina →

End-of-year total assets ($M) among Walters Holdings US Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	-$107K
Employer EIN	205988504
Plan Effective Date	1964-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Walters Holdings US Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Walters Holdings US Inc. 401(k) Plan side-by-side with 3 peers →

Walters Holdings US Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tinco Sheet Metal 401(k) Plan in CA ($6M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Tinco Sheet Metal 401(k) Plan (CA) $6M · 202
Essential Credit Union 401(k) Profit Sharing Plan (LA) $6M · 125
Columbus Crew Sc Retirement Plan (OH) $6M · 181
Miracle Hill Ministries, Inc. 401(k) Plan (SC) $6M · 257

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off

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 Walters Holdings US Inc. 401(k) Plan assets move in 2024? ▼

Walters Holdings US Inc. 401(k) Plan edged down modestly - down 1.8% during 2024, from $6M to $6M. Reported net income was -$107K.

Which 401(k) plans are similar in size to Walters Holdings US Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tinco Sheet Metal 401(k) Plan in CA ($6M, 202 participants).

Which 401(k) plans cover a similar participant headcount to Walters Holdings US Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 205988504.