401(k) · DOL Form 5500 · 2024

Wal-Rose Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
212
Participants Below avg headcount
25th
Percentile by assets National rank
$6,179
Avg per participant Low balance/head
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Official DOL plan name: Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Wal-Rose Inc · Florida · Construction

$1M in assets, 212 participants

Wal-Rose Inc's Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,165 in Construction (9,039 peers)

Coverage in Florida

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust covers 212 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $1M.

#2,165
in Construction (9,039 peers)
+21.1%
assets growth YoY

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,309,852 25th percentile higher than 25% 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

Wal-Rose, Inc. 401(k) Profit Sharing Plan & 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. Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$20K in the plan year 2023 filing to $226K in the plan year 2024 filing.
  • Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 107 in the plan year 2023 filing to 212 in the plan year 2024 filing.
  • Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593317838 · Wal-Rose Inc PY 2024 · 401(k)

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust · $1M · 212 · 25th

  • 5500 $1M
  • 5500 212
  • 5500 25th
  • 5500 401(k)
  • 5500 near Markallen & Co. LLC 401(k) Profit Sharing Plan
  • 5500 ind #2165

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 Florida →

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wal-Rose, Inc. 401(k) Profit Sharing Plan & TrustWal-Rose, Inc. 401(k) Profit…$1MMarkallen & Co. LLC 401(k) Profit Sharing PlanMarkallen & Co. LLC 401(k) P…$1MHilltoppers Inc. 401(k) Profit Sharing Plan and TrustHilltoppers Inc. 401(k) Prof…$1MChristensen, Tyng & Hjelmstad, P.C. 401(k) Profit Sharing Plan and TrustChristensen, Tyng & Hjelmsta…$1MThe Somerset Club 401(k) Plan$1M
End-of-year total assets ($M) among Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$226K
Employer EIN593317838
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wal-Rose Inc)

Sponsor-wide plan assets over time

All Wal-Rose Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.97286658001557% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.1M $1.31M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 142 $1M
2023 1 107 $1M
2024 1 212 $1M

Nearby 401(k) Plans in Florida

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

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001309852 · Participants: 212Wal-Rose, Inc. 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Markallen & Co. LLC 401(k) Profit Sharing Plan in NY ($1M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 21.1% during 2024, from $1M to $1M. Reported net income was $226K.
How have Wal-Rose Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wal-Rose Inc's sponsor-wide assets grew 19.0%, from $1M to $1M.
Where does Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Markallen & Co. LLC 401(k) Profit Sharing Plan in NY ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Wal-Rose, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 593317838.

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.