Defined Benefit (Pension) · DOL Form 5500 · 2024

Walton Electric Membership Corp. Pension Plan

Data updated 2026-08-11

$59M
Total assets
134
Participants
86th
Percentile by assets
$439,837
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$59M
total plan assets (2024 EOY)
134
covered participants
86th
percentile by assets (of 123,622 plans)
$439,837
avg assets per participant

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 →

State
Industry

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Walton Electric Membership Corporation Pension Plan reports 134 participants - about 12% of that state average ($59M EOY assets).

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.)

$90M$100M$110M$120M$130M 202220232024 $102M $125M ▲ +23.5%
Total plan assets by year, all Walton Electric Membership Corp. plans on file
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

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 Memb…UPS Retirement PlanThe Southern Company…UPS/Ibt Full-Time Em…UPS Pension PlanDelta Retirement Plan
Walton Electric Membership Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Walton Electric Membership Corporation Pension Plan by total assets, not by location.

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).

Next read for Walton Electric Membership Corporation P…

Filing takeaways

Ways to act on Walton Electric Membership Corporation Pension Plan's numbers.

  • By total assets, Walton Electric Membership Corporation Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
  • Walton Electric Membership Corp.'s sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Utilities plans