401(k) · DOL Form 5500 · 2024

W.T. Walker Group, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
363
Participants Below avg headcount
85th
Percentile by assets National rank
$144,528
Avg per participant Above avg balance/head
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Official DOL plan name: W. T. Walker Group, Inc. 401(k) Personal Savings Plan · Sponsored by W.T. Walker Group, Inc. · Wisconsin · Management of Enterprises

$52M in assets, 363 participants

W.T. Walker Group, Inc.'s W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported $52M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #775 in Management of Enterprises (1,133 peers)

Where W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits by assets

W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits in the top quartile of all filed plans by assets, $52M for 363 participants (~$144,528/participant), up 9.0% in 2024.

#775
in Management of Enterprises (1,133 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

W. T. Walker Group, Inc. 401(k) Personal Savings Plan's outsized position by total assets

W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs every filed plan by assets

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

$52,463,652 Top 15% higher than 85% 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

W. T. Walker Group, Inc. 401(k) Personal Savings 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. W. T. Walker Group, Inc. 401(k) Personal Savings Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • W. T. Walker Group, Inc. 401(k) Personal Savings Plan reported participants rose from 358 in the plan year 2023 filing to 363 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390796544 · W.T. Walker Group, Inc. PY 2024 · 401(k)

W. T. Walker Group, Inc. 401(k) Personal Savings Plan · $52M · 363 · 85th

  • 5500 $52M
  • 5500 363
  • 5500 85th
  • 5500 401(k)
  • 5500 near Directions Research, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #775

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

W. T. Walker Group, Inc. 401(k) Personal Savings Plan in the asset neighbourhood

Pegasus Technologies, Inc. Employee Savings & Ret. Plan 401(k)Pegasus Technologies, Inc. E…$52MDirections Research, Inc. 401(k) Profit Sharing PlanDirections Research, Inc. 40…$52MMbo Professional Services Inc. 401(k) PlanMbo Professional Services In…$52MW. T. Walker Group, Inc. 401(k) Personal Savings PlanW. T. Walker Group, Inc. 401…$52MLandmark School 401(k) Plan$52M
End-of-year total assets ($M) among W. T. Walker Group, Inc. 401(k) Personal Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN390796544
Plan Effective Date1961-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.T. Walker Group, Inc.)

Sponsor-wide plan assets over time

All W.T. Walker Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 27.347034719773983% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.2M $52.5M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 336 $41M
2023 1 358 $48M
2024 1 363 $52M

Nearby 401(k) Plans in Wisconsin

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

W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants W. T. Walker Group, Inc. 401(k) Personal Savings Plan, Total assets ($B): 0.052463652 · Participants: 363W. T. Walker Group, Inc. 401(k) Personal Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
W. T. Walker Group, Inc. 401(k) Personal Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare W. T. Walker Group, Inc. 401(k) Personal Savings Plan side-by-side with 3 peers →

W. T. Walker Group, Inc. 401(k) Personal Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Directions Research, Inc. 401(k) Profit Sharing Plan in OH ($52M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 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 W. T. Walker Group, Inc. 401(k) Personal Savings Plan assets move in 2024? ▼
W. T. Walker Group, Inc. 401(k) Personal Savings Plan grew at a solid clip - up 9.0% during 2024, from $48M to $52M. Reported net income was $4M.
How have W.T. Walker Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.T. Walker Group, Inc.'s sponsor-wide assets grew 27.3%, from $41M to $52M.
Where does W. T. Walker Group, Inc. 401(k) Personal Savings Plan rank by assets among Form 5500 filers? ▼
W. T. Walker Group, Inc. 401(k) Personal Savings Plan ranks in the 85th 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 W. T. Walker Group, Inc. 401(k) Personal Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Directions Research, Inc. 401(k) Profit Sharing Plan in OH ($52M, 226 participants).
Which 401(k) plans cover a similar participant headcount to W. T. Walker Group, Inc. 401(k) Personal Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (363 participants, $89M 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 390796544.

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.