401(k) · DOL Form 5500 · 2024

David a. Waltz 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$473,228
Avg per participant High balance/head
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Official DOL plan name: D.a. Waltz & Associates 401(k) Profit Sharing Plan · Sponsored by David a. Waltz · Indiana · Finance & Insurance

$1M in assets, 3 participants

David a. Waltz's D.a. Waltz & Associates 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,347 in Finance & Insurance (8,549 peers)

David a. Waltz multi-year trail

David a. Waltz's plans moved +26.8% in assets from 2022 to 2024; this filing shows D.a. Waltz & Associates 401(k) Profit Sharing Plan at $1M / 3 participants.

#1,347
in Finance & Insurance (8,549 peers)
+11.2%
assets growth YoY

D.a. Waltz & Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

D.a. Waltz & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,419,684 26th percentile higher than 26% 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

D.a. Waltz & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Waltz & Associates 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D.a. Waltz & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • D.a. Waltz & Associates 401(k) Profit Sharing Plan reported net income fell from $158K in the plan year 2023 filing to $143K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351844976 · David a. Waltz PY 2024 · 401(k)

D.a. Waltz & Associates 401(k) Profit Sharing Plan · $1M · 3 · 26th

  • RANK $1M
  • PHOTO 3
  • IND 26th
  • EOY 401(k)
  • 5500 near Amswfl, Inc. 401(k) Plan
  • ASSETS ind #1347

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 Finance & Insurance retirement plans → · Plans in Indiana →

D.a. Waltz & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

D.a. Waltz & Associates 401(k) Profit Sharing PlanD.a. Waltz & Associates 401(…$1MAmswfl, Inc. 401(k) Plan$1MMarder Trawling, Inc. 401(k) PlanMarder Trawling, Inc. 401(k)…$1MTrinity Capital Investments, Inc. 401(k) PlanTrinity Capital Investments,…$1MJrm Dsd Inc. 401(k) Plan$1M
End-of-year total assets ($M) among D.a. Waltz & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David a. Waltz multi-year asset trail

Sponsor-wide plan assets over time

All David a. Waltz plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.841305862802205% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.12M $1.42M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

David a. Waltz filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$143K
Employer EIN351844976
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

D.a. Waltz & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants D.a. Waltz & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.001419684 · Participants: 3D.a. Waltz & Associates 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
D.a. Waltz & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare D.a. Waltz & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

D.a. Waltz & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Amswfl, Inc. 401(k) Plan in WI ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 D.a. Waltz & Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
D.a. Waltz & Associates 401(k) Profit Sharing Plan grew at a solid clip - up 11.2% during 2024, from $1M to $1M. Reported net income was $143K.
How have David a. Waltz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a. Waltz's sponsor-wide assets grew 26.8%, from $1M to $1M.
Which 401(k) plans are similar in size to D.a. Waltz & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amswfl, Inc. 401(k) Plan in WI ($1M, N/A participants).
Which 401(k) plans cover a similar participant headcount to D.a. Waltz & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 351844976.

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.