401(k) · DOL Form 5500 · 2024

Walker Information, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size: 121
Participants Small participant base: 77th
Percentile by assets National rank: $248,478
Avg per participant Above avg balance/head

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Official DOL plan name: Wiser Plan - Walker Information Savings Employee Retirement Plan · Sponsored by Walker Information, Inc. · Indiana · Professional & Technical Services

$30M in assets, 121 participants

Walker Information, Inc.'s Wiser Plan - Walker Information Savings Employee Retirement Plan reported $30M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#15,597 in Professional & Technical Services (20,173 peers)

Coverage in Indiana

Wiser Plan - Walker Information Savings Employee Retirement Plan covers 121 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $30M.

#15,597
in Professional & Technical Services (20,173 peers): +9.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Wiser Plan - Walker Information Savings Employee Retirement Plan's outsized position by total assets

Wiser Plan - Walker Information Savings Employee Retirement Plan vs every filed plan by assets

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

$30,065,880 Top 23% higher than 77% 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

Wiser Plan - Walker Information Savings Employee Retirement 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. Wiser Plan - Walker Information Savings Employee Retirement Plan sits mid-pack in the medium band (121 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%)

Wiser Plan - Walker Information Savings Employee Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Wiser Plan - Walker Information Savings Employee Retirement Plan reported participants fell from 136 in the plan year 2023 filing to 121 in the plan year 2024 filing.
Wiser Plan - Walker Information Savings Employee Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351108109 · Walker Information, Inc. PY 2024 · 401(k)

Wiser Plan - Walker Information Savings Employee Retirement Plan · $30M · 121 · 77th

5500 $30M
ASSETS 121
PCT 77th
EIN 401(k)
RANK near Insight2profit 401(k) Profit Sharing Plan
PHOTO ind #15597

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 Indiana →

End-of-year total assets ($M) among Wiser Plan - Walker Information Savings Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$30M
Net Income	$3M
Employer EIN	351108109
Plan Effective Date	1982-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Walker Information, Inc.)

Latest sponsor-wide plan assets: $30M 32.514998019715755% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	108	$23M
2023	1	136	$27M
2024	1	121	$30M

Nearby 401(k) Plans in Indiana

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

Wiser Plan - Walker Information Savings Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Wiser Plan - Walker Information Savings Employee Retirement Plan side-by-side with 3 peers →

Wiser Plan - Walker Information Savings Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Insight2profit 401(k) Profit Sharing Plan in OH ($30M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Insight2profit 401(k) Profit Sharing Plan (OH) $30M · 276
P E Systems, Inc. 401(k) and Profit Sharing Plan (VA) $30M · 328
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan (PA) $30M · 348
Chevy Chase Club, Inc. 401(k) Retirement Plan (MD) $30M · 219

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

Mwg Holdings Group, Inc. 401(k) Plan (CA) 121 · 0 off
Torrington Savings Bank 401(k) Savings Plan (CT) 121 · 0 off
Davis & Towle Group, Inc. 401(k) Plan & Trust (NH) 121 · 0 off
The Fremont Company 401(k) Plan (OH) 121 · 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 Wiser Plan - Walker Information Savings Employee Retirement Plan assets move in 2024? ▼

Wiser Plan - Walker Information Savings Employee Retirement Plan grew at a solid clip - up 9.4% during 2024, from $27M to $30M. Reported net income was $3M.

How have Walker Information, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Walker Information, Inc.'s sponsor-wide assets grew 32.5%, from $23M to $30M.

Where does Wiser Plan - Walker Information Savings Employee Retirement Plan rank by assets among Form 5500 filers? ▼

Wiser Plan - Walker Information Savings Employee Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Wiser Plan - Walker Information Savings Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Insight2profit 401(k) Profit Sharing Plan in OH ($30M, 276 participants).

Which 401(k) plans cover a similar participant headcount to Wiser Plan - Walker Information Savings Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 351108109.