Profit Sharing · DOL Form 5500 · 2024
Walsh Plumbing & Heating Inc. Profit Sharing Plan
Data updated 2026-08-25
- $612K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 19th
- Percentile by assets National rank
Official DOL plan name: Walsh Plumbing and Heating Inc Profit Sharing Trust · Sponsored by Walsh Plumbing & Heating Inc. · Montana · Construction
$612K in assets, N/A participants
Walsh Plumbing & Heating Inc.'s Walsh Plumbing and Heating Inc Profit Sharing Trust reported $612K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,661 in Construction (9,039 peers)
What the 2024 filing shows
Walsh Plumbing and Heating Inc Profit Sharing Trust holds $612K for N/A participants, among the smaller plans by assets on file.
- #1,661
- in Construction (9,039 peers)
- +5.0%
- assets growth YoY
Walsh Plumbing and Heating Inc Profit Sharing Trust among the smaller filed plans by assets
Walsh Plumbing and Heating Inc Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$612,026 19th percentile higher than 19% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Walsh Plumbing and Heating Inc Profit Sharing Trust end-of-year assets rose from $583K in the plan year 2023 filing to $612K in the plan year 2024 filing.
DOL schedule card
Filing strip 810294239 · Walsh Plumbing & Heating Inc. PY 2024 · Profit Sharing
Walsh Plumbing and Heating Inc Profit Sharing Trust · $612K · N/A · 19th
- VS-ST $612K
- VS-ST N/A
- VS-ST 19th
- VS-ST Profit Sharing
- VS-ST near Edwin Rodriguez Ramos Retirement Plan
- VS-ST ind #1661
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 Construction retirement plans → · Plans in Montana →
Walsh Plumbing and Heating Inc Profit Sharing Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $583K |
|---|---|
| Net Assets (End of Year) | $612K |
| Net Income | $29K |
| Employer EIN | 810294239 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walsh Plumbing & Heating Inc.)
Sponsor-wide plan assets over time
All Walsh Plumbing & Heating Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $612K 4.975309552518872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $583K |
| 2023 | 1 | N/A | $583K |
| 2024 | 1 | N/A | $612K |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Walsh Plumbing and Heating Inc Profit Sharing Trust's closest out-of-state Profit Sharing peers by assets
Outside Montana, the nearest Profit Sharing by end-of-year assets is Edwin Rodriguez Ramos Retirement Plan in PR at $612K (this filing: $612K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($612K here).
- Edwin Rodriguez Ramos Retirement Plan (PR) $612K · 5
- Kore Properties, Inc. Retirement Plan (CA) $612K · 3
- Santa Cruz Collazo LLC Retirement Plan (PR) $612K · 8
- Lebena Investments, Inc. Retirement Plan (FL) $613K · 2
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.