401(k) · DOL Form 5500 · 2024
M. S. Walker, Inc. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 547
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $113,572
- Avg per participant Below avg balance/head
Official DOL plan name: M.S. Walker Retirement Trust · Sponsored by M. S. Walker, Inc. · Massachusetts · Manufacturing
$62M in assets, 547 participants
M. S. Walker, Inc.'s M.S. Walker Retirement Trust reported $62M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,300 in Manufacturing (17,777 peers)
Where M.S. Walker Retirement Trust sits by assets
M.S. Walker Retirement Trust sits in the top quartile of all filed plans by assets, $62M for 547 participants (~$113,572/participant), up 7.9% in 2024.
- #14,300
- in Manufacturing (17,777 peers)
- +7.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
M.S. Walker Retirement Trust's outsized position by total assets
M.S. Walker Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,123,881 Top 14% higher than 86% 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
M.S. Walker Retirement Trust 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. M.S. Walker Retirement Trust sits mid-pack in the medium band (547 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M.S. Walker Retirement Trust reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- M.S. Walker Retirement Trust end-of-year assets rose from $58M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- M.S. Walker Retirement Trust reported participants rose from 509 in the plan year 2023 filing to 547 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041941600 · M. S. Walker, Inc. PY 2024 · 401(k)
M.S. Walker Retirement Trust · $62M · 547 · 86th
- PCT $62M
- PCT 547
- PCT 86th
- PCT 401(k)
- PCT near Lerner David Retirement Plan
- PCT ind #14300
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 Massachusetts →
M.S. Walker Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 041941600 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. S. Walker, Inc.)
Sponsor-wide plan assets over time
All M. S. Walker, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 26.94670998878231% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 498 | $49M |
| 2023 | 1 | 509 | $58M |
| 2024 | 1 | 547 | $62M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
M.S. Walker Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Lerner David Retirement Plan in NJ ($62M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Lerner David Retirement Plan (NJ) $62M · 114
- Just Born, Inc. Savings and Investment Plan (Salaried) (PA) $62M · 145
- Precision Resource 401(k) Retirement Savings Plan (CT) $62M · 502
- Nextdoor, Inc. 401(k) Plan (CA) $62M · 499
Similar participant headcount
Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.
- Pro Sports Club Salary Savings Plan (WA) 547 · 0 off
- Beta Technologies 401(k) Plan (VT) 547 · 0 off
- Grow Financial Federal Credit Union 401(k) Plan (FL) 547 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 547 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.