401(k) · DOL Form 5500 · 2024
Walton Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 605
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $180,082
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Access Plan · Sponsored by Walton Enterprises, LLC · Arkansas · Administrative & Support Services
$109M in assets, 605 participants
Walton Enterprises, LLC's Retirement Access Plan reported $109M in total assets and 605 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #4,182 in Administrative & Support Services (4,368 peers)
Coverage in Arkansas
Retirement Access Plan covers 605 participants in Arkansas, about 22% of the average Arkansas filer (state average ~2,784 per filing). Assets: $109M.
- #4,182
- in Administrative & Support Services (4,368 peers)
- -1.0%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
Retirement Access Plan's outsized position by total assets
Retirement Access Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,949,739 Top 9% higher than 91% 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
Retirement Access 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. Retirement Access Plan sits mid-pack in the medium band (605 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Access Plan reported participants fell from 837 in the plan year 2023 filing to 605 in the plan year 2024 filing.
- Retirement Access Plan reported net income fell from $31M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Retirement Access Plan end-of-year assets fell from $110M in the plan year 2023 filing to $109M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621665434 · Walton Enterprises, LLC PY 2024 · 401(k)
Retirement Access Plan · $109M · 605 · 91st
- ASSETS $109M
- ASSETS 605
- ASSETS 91st
- ASSETS 401(k)
- ASSETS near Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust
- ASSETS ind #4182
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 Administrative & Support Services retirement plans → · Plans in Arkansas →
Retirement Access Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $22M |
| Employer EIN | 621665434 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walton Enterprises, LLC)
Sponsor-wide plan assets over time
All Walton Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 33.71038607085683% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 851 | $81M |
| 2023 | 1 | 837 | $110M |
| 2024 | 1 | 605 | $109M |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Walmart 401(k) Plan $50.8B · 1,635,899
- Tyson Foods, Inc. Retirement Savings Plan $3.7B · 118,403
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $3.0B · 30,070
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.4B · 35,023
- Windstream 401(k) Plan $1.3B · 9,409
Retirement Access Plan's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust in CA ($109M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust (CA) $109M · 229
- Carey Profit Sharing and 401(k) Plan (NY) $109M · 142
- T. W. U. - S. T. S. 401(k) Retirement Plan (NY) $109M · 2,851
- Virginia Federal Credit Union 401(k) Savings Plan (VA) $109M · 777
Similar participant headcount
Nearest other-state filings by covered participants (605 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 605 · 0 off
- Ace Endico Corp. 401(k) Plan (NY) 605 · 0 off
- Cpi Security Systems, Inc. 401(k) Plan (NC) 605 · 0 off
- First Federal Bank 401(k) Profit Sharing Plan (FL) 605 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.