401(k) · DOL Form 5500 · 2024

Walsh Duffield Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
98
Participants Small participant base
79th
Percentile by assets National rank
$346,403
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Walsh Duffield Companies, Inc. 401(k) Retirement Plan · Sponsored by Walsh Duffield Companies, Inc. · New York · Finance & Insurance

$34M in assets, 98 participants

Walsh Duffield Companies, Inc.'s Walsh Duffield Companies, Inc. 401(k) Retirement Plan reported $34M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,760 in Finance & Insurance (8,549 peers)

Where Walsh Duffield Companies, Inc. 401(k) Retirement Plan sits by assets

Walsh Duffield Companies, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 98 participants (~$346,403/participant), up 9.8% in 2024.

#5,760
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Walsh Duffield Companies, Inc. 401(k) Retirement Plan's outsized position by total assets

Walsh Duffield Companies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$33,947,510 Top 21% higher than 79% 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

Walsh Duffield Companies, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walsh Duffield Companies, Inc. 401(k) Retirement Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 160413770 · Walsh Duffield Companies, Inc. PY 2024 · 401(k)

Walsh Duffield Companies, Inc. 401(k) Retirement Plan · $34M · 98 · 79th

  • TYPE $34M
  • NET 98
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Virginia Eagle Distributing 401(k) Plan
  • SCH ind #5760

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 Finance & Insurance retirement plans → · Plans in New York →

Walsh Duffield Companies, Inc. 401(k) Retirement Plan in the asset neighbourhood

Walsh Duffield Companies, Inc. 401(k) Retirement PlanWalsh Duffield Companies, In…$34MVirginia Eagle Distributing 401(k) PlanVirginia Eagle Distributing …$34MWente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$34MGalls, LLC Retirement Savings PlanGalls, LLC Retirement Saving…$34MAugeo Affinity Marketing Multiple Employer PlanAugeo Affinity Marketing Mul…$34M
End-of-year total assets ($M) among Walsh Duffield Companies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN160413770
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Walsh Duffield Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Walsh Duffield Companies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.03394751 · Participants: 98Walsh Duffield Companies, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Walsh Duffield Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Walsh Duffield Companies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Walsh Duffield Companies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Virginia Eagle Distributing 401(k) Plan in VA ($34M); by covered participants it is Wicare Home Care Agency LLC 401(k) Profit Sharing Plan & Trust in PA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Walsh Duffield Companies, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Walsh Duffield Companies, Inc. 401(k) Retirement Plan grew at a solid clip - up 9.8% during 2024, from $31M to $34M. Reported net income was $3M.
Where does Walsh Duffield Companies, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Walsh Duffield Companies, Inc. 401(k) Retirement Plan ranks in the 79th 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 Walsh Duffield Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Eagle Distributing 401(k) Plan in VA ($34M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Walsh Duffield Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wicare Home Care Agency LLC 401(k) Profit Sharing Plan & Trust in PA (98 participants, $82K 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 160413770.

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.