401(k) · DOL Form 5500 · 2024

Urwiler & Walter, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$413,328
Avg per participant High balance/head
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Official DOL plan name: Urwiler & Walter, Inc. 401(k) Profit Sharing Plan · Sponsored by Urwiler & Walter, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 9 participants

Urwiler & Walter, Inc.'s Urwiler & Walter, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,865 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan holds $4M for 9 participants - about $413,328 per participant, in the lower half of filed plans by assets.

#6,865
in Professional & Technical Services (20,173 peers)
+2.4%
assets growth YoY

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,719,955 37th percentile higher than 37% 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

Urwiler & Walter, Inc. 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. Urwiler & Walter, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Urwiler & Walter, Inc. 401(k) Profit Sharing Plan reported net income rose from $67K in the plan year 2023 filing to $89K in the plan year 2024 filing.
  • Urwiler & Walter, Inc. 401(k) Profit Sharing Plan reported participants fell from 12 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Urwiler & Walter, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231662335 · Urwiler & Walter, Inc. PY 2024 · 401(k)

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan · $4M · 9 · 37th

  • VS-ST $4M
  • BOY 9
  • SCH 37th
  • EBSA 401(k)
  • PART near Health Insurance Associates 401(k) Plan
  • TYPE ind #6865

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 Pennsylvania →

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Urwiler & Walter, Inc. 401(k) Profit Sharing PlanUrwiler & Walter, Inc. 401(k…$4MHealth Insurance Associates 401(k) PlanHealth Insurance Associates …$4MGbmh Retirement Plan$4MEngineering Design Services, Inc. 401(k) Profit Sharing Plan and TrustEngineering Design Services,…$4MStreamline Technology 401(k) PlanStreamline Technology 401(k)…$4M
End-of-year total assets ($M) among Urwiler & Walter, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$89K
Employer EIN231662335
Plan Effective Date1968-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Urwiler & Walter, Inc.)

Sponsor-wide plan assets over time

All Urwiler & Walter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.3746703179537825% vs 2022
2024 filing year
$3.5M$3.55M$3.6M$3.65M$3.7M$3.75M 202220232024 $3.56M $3.72M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 12 $4M
2024 1 9 $4M

Nearby 401(k) Plans in Pennsylvania

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

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Urwiler & Walter, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003719955 · Participants: 9Urwiler & Walter, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Urwiler & Walter, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Urwiler & Walter, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Urwiler & Walter, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Health Insurance Associates 401(k) Plan in FL ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Urwiler & Walter, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Urwiler & Walter, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.4% during 2024, from $4M to $4M. Reported net income was $89K.
How have Urwiler & Walter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urwiler & Walter, Inc.'s sponsor-wide assets grew 4.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Urwiler & Walter, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Insurance Associates 401(k) Plan in FL ($4M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Urwiler & Walter, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 231662335.

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.