401(k) · DOL Form 5500 · 2024
Walton Enterprises, LLC 401(k) Plan
Data updated 2026-08-11
- $109M
- Total assets
- 605
- Participants
- 91st
- Percentile by assets
- $180,082
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $109M
- total plan assets (2024 EOY)
- 605
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $180,082
- avg assets per participant
Where Retirement Access Plan sits 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
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.
Participants vs Arkansas filers
In Arkansas, the average filing covers about 2,784 participants across 760 plans. Retirement Access Plan reports 605 participants - about 22% of that state average ($109M EOY assets).
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)
| 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.
Retirement Access Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Retirement Access Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Access Plan assets move in 2024? ▼
How have Walton Enterprises, LLC plan assets changed over time? ▼
Where does Retirement Access Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Retirement Access Plan? ▼
Next read for Retirement Access Plan
Filing takeaways
Ways to act on Retirement Access Plan's numbers.
- By total assets, Retirement Access Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arkansas. Compare plans
- Walton Enterprises, LLC's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Administrative & Support Services plans