401(k) · DOL Form 5500 · 2024
Wall Family Enterprise Inc. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $219,786
- Avg per participant Above avg balance/head
Official DOL plan name: Wall Family Enterprise Retirement Savings Plan · Sponsored by Wall Family Enterprise Inc. · Wisconsin · Retail Trade
$77M in assets, 351 participants
Wall Family Enterprise Inc.'s Wall Family Enterprise Retirement Savings Plan reported $77M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,525 in Retail Trade (8,048 peers)
Where Wall Family Enterprise Retirement Savings Plan sits by assets
Wall Family Enterprise Retirement Savings Plan sits in the top quartile of all filed plans by assets, $77M for 351 participants (~$219,786/participant), up 16.9% in 2024.
- #7,525
- in Retail Trade (8,048 peers)
- +16.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Wall Family Enterprise Retirement Savings Plan's outsized position by total assets
Wall Family Enterprise Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,144,819 Top 12% higher than 88% 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
Wall Family Enterprise Retirement Savings 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. Wall Family Enterprise Retirement Savings Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wall Family Enterprise Retirement Savings Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Wall Family Enterprise Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Wall Family Enterprise Retirement Savings Plan reported participants rose from 333 in the plan year 2023 filing to 351 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 208230779 · Wall Family Enterprise Inc. PY 2024 · 401(k)
Wall Family Enterprise Retirement Savings Plan · $77M · 351 · 88th
- BOY $77M
- SCH 351
- EBSA 88th
- PART 401(k)
- TYPE near Vee Pak, LLC 401 (K) Plan
- NET ind #7525
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 Wisconsin →
Wall Family Enterprise Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $11M |
| Employer EIN | 208230779 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wall Family Enterprise Inc.)
Sponsor-wide plan assets over time
All Wall Family Enterprise Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 36.327680806325205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $57M |
| 2023 | 1 | 333 | $66M |
| 2024 | 1 | 351 | $77M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Wall Family Enterprise Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Vee Pak, LLC 401 (K) Plan in IL ($77M); by covered participants it is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Vee Pak, LLC 401 (K) Plan (IL) $77M · 1,000
- American Manufacturing Corporation 401(k) Plan (PA) $77M · 290
- Curbell, Inc. 401(k) Plan (NY) $77M · 527
- Bressler, Amery & Ross P. C. 401(k) Profit Sharing Plan (NJ) $77M · 217
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Fam LLC 401(k) Profit Sharing Plan and Trust (CA) 351 · 0 off
- Refined Technologies 401(k) Plan (TX) 351 · 0 off
- Thanexus, Inc. Retirement Plan (NJ) 351 · 0 off
- Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust (KS) 351 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.