401(k) · DOL Form 5500 · 2024

The Wallick Companies, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
858
Participants Near avg headcount
73rd
Percentile by assets National rank
$27,219
Avg per participant Low balance/head
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Official DOL plan name: The Wallick Companies 401(k) Retirement Savings Plan · Sponsored by The Wallick Companies, LLC · Ohio · Real Estate

$23M in assets, 858 participants

The Wallick Companies, LLC's The Wallick Companies 401(k) Retirement Savings Plan reported $23M in total assets and 858 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #3,994 in Real Estate (4,605 peers)

The Wallick Companies, LLC multi-year trail

The Wallick Companies, LLC's plans moved +27.0% in assets from 2022 to 2024; this filing shows The Wallick Companies 401(k) Retirement Savings Plan at $23M / 858 participants.

#3,994
in Real Estate (4,605 peers)
+9.2%
assets growth YoY

The Wallick Companies 401(k) Retirement Savings Plan's outsized position by total assets

The Wallick Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$23,353,713 Top 27% higher than 73% 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

The Wallick Companies 401(k) Retirement Savings 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. The Wallick Companies 401(k) Retirement Savings Plan sits mid-pack in the medium band (858 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wallick Companies 401(k) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Wallick Companies 401(k) Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Wallick Companies 401(k) Retirement Savings Plan reported participants fell from 870 in the plan year 2023 filing to 858 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870796046 · The Wallick Companies, LLC PY 2024 · 401(k)

The Wallick Companies 401(k) Retirement Savings Plan · $23M · 858 · 73rd

  • VS-ST $23M
  • VS-ST 858
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Independent Pooled Employer Plan
  • VS-ST ind #3994

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 Ohio →

The Wallick Companies 401(k) Retirement Savings Plan in the asset neighbourhood

Angelus Block Company, Inc. 401(k) PlanAngelus Block Company, Inc. …$23MSaco Aei Polymers, Inc. 401(k) and Profit Sharing PlanSaco Aei Polymers, Inc. 401(…$23MThe Wallick Companies 401(k) Retirement Savings PlanThe Wallick Companies 401(k)…$23MIndependent Pooled Employer PlanIndependent Pooled Employer …$23MDival Safety Equipment, Inc. 401(k) PlanDival Safety Equipment, Inc.…$23M
End-of-year total assets ($M) among The Wallick Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Wallick Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Wallick Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 26.991031943416786% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.4M $23.4M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 730 $18M
2023 2 1,333 $38M
2024 1 858 $23M

The Wallick Companies, LLC filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN870796046
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Wallick Companies 401(k) Retirement Savings Plan, Total assets ($B): 0.023353713 · Participants: 858The Wallick Companies 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Wallick Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Wallick Companies 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Wallick Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Independent Pooled Employer Plan in SD ($23M); by covered participants it is Nyack Hospital Retirement Savings Plan in NY (858 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (858 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 The Wallick Companies 401(k) Retirement Savings Plan assets move in 2024? ▼
The Wallick Companies 401(k) Retirement Savings Plan grew at a solid clip - up 9.2% during 2024, from $21M to $23M. Reported net income was $2M.
How have The Wallick Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wallick Companies, LLC's sponsor-wide assets grew 27.0%, from $18M to $23M.
Which 401(k) plans are similar in size to The Wallick Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Pooled Employer Plan in SD ($23M, 79 participants).
Which 401(k) plans cover a similar participant headcount to The Wallick Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nyack Hospital Retirement Savings Plan in NY (858 participants, $98M 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 870796046.

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.