401(k) · DOL Form 5500 · 2024

Wallis Companies 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
742
Participants Near avg headcount
82nd
Percentile by assets National rank
$55,004
Avg per participant Low balance/head
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Official DOL plan name: Wallis Companies 401(k) Plan · Sponsored by Wallis Companies · Missouri · Retail Trade

$41M in assets, 742 participants

Wallis Companies's Wallis Companies 401(k) Plan reported $41M in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,198 in Retail Trade (8,048 peers)

Where Wallis Companies 401(k) Plan sits by assets

Wallis Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 742 participants (~$55,004/participant), up 12.0% in 2024.

#7,198
in Retail Trade (8,048 peers)
+12.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wallis Companies 401(k) Plan's outsized position by total assets

Wallis Companies 401(k) Plan vs every filed plan by assets

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

$40,812,757 Top 18% higher than 82% 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

Wallis Companies 401(k) 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. Wallis Companies 401(k) Plan sits mid-pack in the medium band (742 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallis Companies 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wallis Companies 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Wallis Companies 401(k) Plan reported participants fell from 762 in the plan year 2023 filing to 742 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430908410 · Wallis Companies PY 2024 · 401(k)

Wallis Companies 401(k) Plan · $41M · 742 · 82nd

  • TYPE $41M
  • TYPE 742
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Yorozu America Corporation Savings Plan
  • TYPE ind #7198

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 Missouri →

Wallis Companies 401(k) Plan in the asset neighbourhood

Wallis Companies 401(k) Plan$41MYorozu America Corporation Savings PlanYorozu America Corporation S…$41MRudolph Foods Company, Inc. 401(k) Retirement PlanRudolph Foods Company, Inc. …$41MBrr Architecture, Inc. Profit Sharing 401(k) PlanBrr Architecture, Inc. Profi…$41MWeitz & Luxenberg Employee Savings PlanWeitz & Luxenberg Employee S…$41M
End-of-year total assets ($M) among Wallis Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN430908410
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallis Companies)

Sponsor-wide plan assets over time

All Wallis Companies plans reported in each filing year

Latest sponsor-wide plan assets
$41M 36.93918743876362% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.8M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 748 $30M
2023 1 762 $36M
2024 1 742 $41M

Nearby 401(k) Plans in Missouri

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

Wallis Companies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wallis Companies 401(k) Plan, Total assets ($B): 0.040812757 · Participants: 742Wallis Companies 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Wallis Companies 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wallis Companies 401(k) Plan side-by-side with 3 peers →

Wallis Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Yorozu America Corporation Savings Plan in TN ($41M); by covered participants it is Kimco Realty Corporation 401(k) Plan in NY (742 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (742 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 Wallis Companies 401(k) Plan assets move in 2024? ▼
Wallis Companies 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $36M to $41M. Reported net income was $4M.
How have Wallis Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallis Companies's sponsor-wide assets grew 36.9%, from $30M to $41M.
Where does Wallis Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Wallis Companies 401(k) Plan ranks in the 82nd 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 Wallis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yorozu America Corporation Savings Plan in TN ($41M, 1,055 participants).
Which 401(k) plans cover a similar participant headcount to Wallis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kimco Realty Corporation 401(k) Plan in NY (742 participants, $237M 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 430908410.

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.