401(k) · DOL Form 5500 · 2024

Walton Communities, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
358
Participants Below avg headcount
83rd
Percentile by assets National rank
$125,162
Avg per participant Near avg balance/head
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Official DOL plan name: Walton Communities, LLC 401(k) Profit Sharing Plan · Sponsored by Walton Communities, LLC · Georgia · Real Estate

$45M in assets, 358 participants

Walton Communities, LLC's Walton Communities, LLC 401(k) Profit Sharing Plan reported $45M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,261 in Real Estate (4,605 peers)

Coverage in Georgia

Walton Communities, LLC 401(k) Profit Sharing Plan covers 358 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $45M.

#4,261
in Real Estate (4,605 peers)
+17.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Walton Communities, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Walton Communities, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,808,145 Top 17% higher than 83% 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

Walton Communities, LLC 401(k) Profit Sharing 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. Walton Communities, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walton Communities, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Walton Communities, LLC 401(k) Profit Sharing Plan reported participants rose from 317 in the plan year 2023 filing to 358 in the plan year 2024 filing.
  • Walton Communities, LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 582437674 · Walton Communities, LLC PY 2024 · 401(k)

Walton Communities, LLC 401(k) Profit Sharing Plan · $45M · 358 · 83rd

  • TYPE $45M
  • NET 358
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan
  • SCH ind #4261

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 Real Estate retirement plans → · Plans in Georgia →

Walton Communities, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Walton Communities, LLC 401(k) Profit Sharing PlanWalton Communities, LLC 401(…$45MWallace, Montgomery & Associates , LLP 401(k) Profit Sharing PlanWallace, Montgomery & Associ…$45MSciton Inc. 401(k) Profit Sharing Plan & TrustSciton Inc. 401(k) Profit Sh…$45MIps Corporation 401(k) Plan$45MRiverbend Industries Inc. Employees 401(k) Retirement PlanRiverbend Industries Inc. Em…$45M
End-of-year total assets ($M) among Walton Communities, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN582437674
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton Communities, LLC)

Sponsor-wide plan assets over time

All Walton Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 46.710846325797085% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.5M $44.8M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 309 $31M
2023 1 317 $38M
2024 1 358 $45M

Nearby 401(k) Plans in Georgia

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

Walton Communities, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Walton Communities, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.044808145 · Participants: 358Walton Communities, LLC 401(k) Profit Sharing 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
Walton Communities, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Walton Communities, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Walton Communities, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan in MD ($45M); by covered participants it is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Walton Communities, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Walton Communities, LLC 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2024, from $38M to $45M. Reported net income was $7M.
How have Walton Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Communities, LLC's sponsor-wide assets grew 46.7%, from $31M to $45M.
Where does Walton Communities, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Walton Communities, LLC 401(k) Profit Sharing Plan ranks in the 83rd 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 Walton Communities, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wallace, Montgomery & Associates , LLP 401(k) Profit Sharing Plan in MD ($45M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Walton Communities, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants, $156M 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 582437674.

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.