401(k) · DOL Form 5500 · 2024

James a. Walters Management Co., Inc. Dba Walters Management Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
138
Participants Small participant base
33rd
Percentile by assets National rank
$20,010
Avg per participant Low balance/head
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Official DOL plan name: James a. Walters Management Co. Inc. 401(k) Savings Plan · Sponsored by James a. Walters Management Co., Inc. Dba Walters Management Company · Georgia · Management of Enterprises

$3M in assets, 138 participants

James a. Walters Management Co., Inc. Dba Walters Management Company's James a. Walters Management Co. Inc. 401(k) Savings Plan reported $3M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #248 in Management of Enterprises (1,133 peers)

Coverage in Georgia

James a. Walters Management Co. Inc. 401(k) Savings Plan covers 138 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#248
in Management of Enterprises (1,133 peers)
+9.4%
assets growth YoY

James a. Walters Management Co. Inc. 401(k) Savings Plan among the smaller filed plans by assets

James a. Walters Management Co. Inc. 401(k) Savings Plan vs every filed plan by assets

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

$2,761,400 33rd percentile higher than 33% 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

James a. Walters Management Co. Inc. 401(k) 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. James a. Walters Management Co. Inc. 401(k) Savings Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James a. Walters Management Co. Inc. 401(k) Savings Plan reported net income fell from $467K in the plan year 2023 filing to $236K in the plan year 2024 filing.
  • James a. Walters Management Co. Inc. 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • James a. Walters Management Co. Inc. 401(k) Savings Plan reported participants fell from 144 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581476223 · James a. Walters Management Co., Inc. Dba Walters Management Company PY 2024 · 401(k)

James a. Walters Management Co. Inc. 401(k) Savings Plan · $3M · 138 · 33rd

  • 5500 $3M
  • ASSETS 138
  • PCT 33rd
  • EIN 401(k)
  • RANK near Griffin Construction Company Profit Sharing Plan
  • PHOTO ind #248

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 Management of Enterprises retirement plans → · Plans in Georgia →

James a. Walters Management Co. Inc. 401(k) Savings Plan in the asset neighbourhood

James a. Walters Management Co. Inc. 401(k) Savings PlanJames a. Walters Management …$3MGriffin Construction Company Profit Sharing PlanGriffin Construction Company…$3MChateau Girardeau Employees' Retirement PlanChateau Girardeau Employees'…$3MHuddle Resource Services LLC- 401(k)Huddle Resource Services LLC…$3MNewman Family Chiropractic Profit Sharing PlanNewman Family Chiropractic P…$3M
End-of-year total assets ($M) among James a. Walters Management Co. Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$236K
Employer EIN581476223
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Walters Management Co., Inc. Dba Walters Management Company)

Sponsor-wide plan assets over time

All James a. Walters Management Co., Inc. Dba Walters Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.18716032872793% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.76M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 144 $3M
2024 1 138 $3M

Nearby 401(k) Plans in Georgia

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

James a. Walters Management Co. Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants James a. Walters Management Co. Inc. 401(k) Savings Plan, Total assets ($B): 0.0027614 · Participants: 138James a. Walters Management Co. Inc. 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
James a. Walters Management Co. Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare James a. Walters Management Co. Inc. 401(k) Savings Plan side-by-side with 3 peers →

James a. Walters Management Co. Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Griffin Construction Company Profit Sharing Plan in AR ($3M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 James a. Walters Management Co. Inc. 401(k) Savings Plan assets move in 2024? ▼
James a. Walters Management Co. Inc. 401(k) Savings Plan grew at a solid clip - up 9.4% during 2024, from $3M to $3M. Reported net income was $236K.
How have James a. Walters Management Co., Inc. Dba Walters Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Walters Management Co., Inc. Dba Walters Management Company's sponsor-wide assets grew 34.2%, from $2M to $3M.
Which 401(k) plans are similar in size to James a. Walters Management Co. Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Griffin Construction Company Profit Sharing Plan in AR ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to James a. Walters Management Co. Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 581476223.

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.