401(k) · DOL Form 5500 · 2024
Walter Lagestee, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 323
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $21,025
- Avg per participant Low balance/head
Official DOL plan name: Walt's Food Center 401(k) Profit Sharing Plan and Trust · Sponsored by Walter Lagestee, Inc. · Illinois · Retail Trade
$7M in assets, 323 participants
Walter Lagestee, Inc.'s Walt's Food Center 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #4,686 in Retail Trade (8,048 peers)
Coverage in Illinois
Walt's Food Center 401(k) Profit Sharing Plan and Trust covers 323 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $7M.
- #4,686
- in Retail Trade (8,048 peers)
- +11.7%
- assets growth YoY
Walt's Food Center 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Walt's Food Center 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,791,132 48th percentile higher than 48% 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
Walt's Food Center 401(k) Profit Sharing Plan and 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. Walt's Food Center 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (323 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Walt's Food Center 401(k) Profit Sharing Plan and Trust reported net income fell from $837K in the plan year 2023 filing to $711K in the plan year 2024 filing.
- Walt's Food Center 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Walt's Food Center 401(k) Profit Sharing Plan and Trust reported participants rose from 313 in the plan year 2023 filing to 323 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362528955 · Walter Lagestee, Inc. PY 2024 · 401(k)
Walt's Food Center 401(k) Profit Sharing Plan and Trust · $7M · 323 · 48th
- NET $7M
- BOOK 323
- VS-ST 48th
- BOY 401(k)
- SCH near Jeff Gordon, Inc. 401(k) and Profit Sharing Plan
- EBSA ind #4686
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 Retail Trade retirement plans → · Plans in Illinois →
Walt's Food Center 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $711K |
| Employer EIN | 362528955 |
| Plan Effective Date | 1969-03-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walter Lagestee, Inc.)
Sponsor-wide plan assets over time
All Walter Lagestee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.526190541128965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $5M |
| 2023 | 1 | 313 | $6M |
| 2024 | 1 | 323 | $7M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Walt's Food Center 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Jeff Gordon, Inc. 401(k) and Profit Sharing Plan in NC ($7M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.
- Branded Entertainment Network 401(k) Savings Plan (CA) 323 · 0 off
- Nlmk USA Non-Union 401(k) Savings Plan (PA) 323 · 0 off
- Direct Line Global LLC 401(k) Plan (CA) 323 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 323 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.