Other · DOL Form 5500 · 2024
Wallick Ownership Plan
Data updated 2026-05-15
- $9M
- Total assets
- 552
- Participants
- 54th
- Percentile by assets
- $16,467
- Avg per participant
Sponsored by Wallick Communities Holdings, Inc. · Ohio · Real Estate
What the 2024 filing shows
Wallick Ownership Plan holds $9M for 552 participants - about $16,467 per participant, above the median plan by assets, down 45.3% over the 2024 plan year.
- $9M
- total plan assets (2024 EOY)
- 552
- covered participants
- 54th
- percentile by assets (of 116,472 plans)
- $16,467
- avg assets per participant
Other · DOL Form 5500 · 2024
What the Filing Says About Wallick Ownership Plan
Wallick Ownership Plan is an Other retirement plan sponsored by Wallick Communities Holdings, Inc., headquartered in Ohio. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 552 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 881738375, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $17M at the beginning of 2024 to $9M at year-end - down 45.3%. Net assets (after liabilities) closed the year at -$79M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Wallick Communities Holdings, Inc. has on file with PlainRetire (2023-2024), sponsor-wide plan assets have moved from $17M to $9M, a decline of 45.3%, while reported participants moved from 463 to 552 (+19.2%). Year-by-year, sponsor-wide filings show: 2023 - $17M in assets across 1 plan covering 463 participants; 2024 - $9M in assets across 1 plan covering 552 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Wallick Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Total Assets (End of Year) | $9M |
| Net Assets (End of Year) | -$79M |
| Net Income | $2M |
| Plan Type | Other |
| Employer EIN | 881738375 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wallick Communities Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 463 | $17M |
| 2024 | 1 | 552 | $9M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Laborers District Council & Contractors Pension Fund of Ohio $2.7B · 14,573
- The Goodyear Tire & Rubber Company 1950 Pension Plan $2.1B · 2,211
- Macys Inc Cash Account Pension Plan $1.9B · 17,160
- Iron Workers District Council of So Oh & Vicinity Pension Trust $1.2B · 3,250
- The Goodyear Tire & Rubber Company Salaried Pension Plan $900M · 1,545
Frequently Asked Questions
How much money is in the Wallick Ownership Plan? ▼
What type of plan is Wallick Ownership Plan? ▼
Who sponsors the Wallick Ownership Plan? ▼
How did Wallick Ownership Plan perform in 2024? ▼
What this filing means
Ways to act on Wallick Ownership Plan's numbers.
- By total assets, Wallick Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Wallick Communities Holdings, Inc.'s sponsor-wide assets have declined 45.3% since 2023 across 2 plan years on file. More Real Estate plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 881738375.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.