Defined Benefit (Pension) · DOL Form 5500 · 2024

Walton Electric Membership Corp. Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
134
Participants Small participant base
86th
Percentile by assets National rank
$439,837
Avg per participant High balance/head
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Official DOL plan name: Walton Electric Membership Corporation Pension Plan · Sponsored by Walton Electric Membership Corp. · Georgia · Utilities

$59M in assets, 134 participants

Walton Electric Membership Corp.'s Walton Electric Membership Corporation Pension Plan reported $59M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #393 in Utilities (732 peers)

Coverage in Georgia

Walton Electric Membership Corporation Pension Plan covers 134 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $59M.

#393
in Utilities (732 peers)
+16.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Walton Electric Membership Corporation Pension Plan's outsized position by total assets

Walton Electric Membership Corporation Pension Plan vs every filed plan by assets

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

$58,938,211 Top 14% higher than 86% 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 Electric Membership Corporation Pension 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 Electric Membership Corporation Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walton Electric Membership Corporation Pension Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Walton Electric Membership Corporation Pension Plan end-of-year assets rose from $50M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Walton Electric Membership Corporation Pension Plan reported participants fell from 142 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580477163 · Walton Electric Membership Corp. PY 2024 · Defined Benefit (Pension)

Walton Electric Membership Corporation Pension Plan · $59M · 134 · 86th

  • EIN $59M
  • EIN 134
  • EIN 86th
  • EIN Defined Benefit (Pension)
  • EIN near Commonwealth Credit Union Pension Plan
  • EIN ind #393

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 Utilities retirement plans → · Plans in Georgia →

Walton Electric Membership Corporation Pension Plan in the asset neighbourhood

Christian Labor Assn Pension Trust Defined Benefit PlanChristian Labor Assn Pension…$59MCommonwealth Credit Union Pension PlanCommonwealth Credit Union Pe…$59MWalton Electric Membership Corporation Pension PlanWalton Electric Membership C…$59MKollsman, Inc. Defined Benefit Retirement PlanKollsman, Inc. Defined Benef…$59MThe Frick Collection Employees Retirement PlanThe Frick Collection Employe…$59M
End-of-year total assets ($M) among Walton Electric Membership Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN580477163
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walton Electric Membership Corp.)

Sponsor-wide plan assets over time

All Walton Electric Membership Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$125M 23.543855395101488% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $125M ▲ +23.5%
Year Plans Participants Total Assets
2022 2 420 $102M
2023 2 393 $111M
2024 2 395 $125M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Walton Electric Membership Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Walton Electric Membership Corporation Pension Plan, Total assets ($B): 0.058938211 · Participants: 134Walton Electric Membership Corporation Pension PlanUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
Walton Electric Membership Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Walton Electric Membership Corporation Pension Plan side-by-side with 3 peers →

Walton Electric Membership Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Commonwealth Credit Union Pension Plan in KY ($59M); by covered participants it is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Electric Membership Corporation Pension Plan assets move in 2024? ▼
Walton Electric Membership Corporation Pension Plan grew sharply - up 16.9% during 2024, from $50M to $59M. Reported net income was $9M.
How have Walton Electric Membership Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walton Electric Membership Corp.'s sponsor-wide assets grew 23.5%, from $102M to $125M.
Where does Walton Electric Membership Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Walton Electric Membership Corporation Pension Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Walton Electric Membership Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Commonwealth Credit Union Pension Plan in KY ($59M, 130 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Walton Electric Membership Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX (134 participants, $22M 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 580477163.

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.