Profit Sharing · DOL Form 5500 · 2023

G and D Wallace, Inc Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
36
Participants Small participant base
77th
Percentile by assets National rank
$713,393
Avg per participant High balance/head
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Official DOL plan name: G and D Wallace, Inc Profit Sharing Plan · Sponsored by G and D Wallace, Inc · Washington · Agriculture, Forestry & Fishing

$26M in assets, 36 participants

G and D Wallace, Inc's G and D Wallace, Inc Profit Sharing Plan reported $26M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,082 in Agriculture, Forestry & Fishing (1,288 peers)

Where G and D Wallace, Inc Profit Sharing Plan sits by assets

G and D Wallace, Inc Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 36 participants (~$713,393/participant), up 27.1% in 2023.

#1,082
in Agriculture, Forestry & Fishing (1,288 peers)
+27.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G and D Wallace, Inc Profit Sharing Plan's outsized position by total assets

G and D Wallace, Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,682,130 Top 23% higher than 77% of 127,068 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 2023

G and D Wallace, Inc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G and D Wallace, Inc Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G and D Wallace, Inc Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • G and D Wallace, Inc Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • G and D Wallace, Inc Profit Sharing Plan reported participants fell from 48 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910859311 · G and D Wallace, Inc PY 2023 · Profit Sharing

G and D Wallace, Inc Profit Sharing Plan · $26M · 36 · 77th

  • ASSETS $26M
  • ASSETS 36
  • ASSETS 77th
  • ASSETS Profit Sharing
  • ASSETS near Haley Automotive Group Profit Sharing Plan
  • ASSETS ind #1082

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

G and D Wallace, Inc Profit Sharing Plan in the asset neighbourhood

Fiduciary Services Group 401(k) PlanFiduciary Services Group 401…$26MCenter for Biological Diversity 403(b) DC PlanCenter for Biological Divers…$26MMedtec LLC 401(k) Retirement PlanMedtec LLC 401(k) Retirement…$26MHaley Automotive Group Profit Sharing PlanHaley Automotive Group Profi…$26MG and D Wallace, Inc Profit Sharing PlanG and D Wallace, Inc Profit …$26M
End-of-year total assets ($M) among G and D Wallace, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN910859311
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G and D Wallace, Inc)

Sponsor-wide plan assets over time

All G and D Wallace, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 47.84036447474253% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $29.9M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 48 $20M
2023 1 36 $26M
2024 1 27 $30M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

G and D Wallace, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants G and D Wallace, Inc Profit Sharing Plan, Total assets ($M): 25.68213 · Participants: 36G and D Wallace, Inc Profit Sharing PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
G and D Wallace, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare G and D Wallace, Inc Profit Sharing Plan side-by-side with 3 peers →

G and D Wallace, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Haley Automotive Group Profit Sharing Plan in VA ($26M); by covered participants it is Mama Rosie's Company, Inc. Profit Sharing Plan in MA (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G and D Wallace, Inc Profit Sharing Plan assets move in 2023? ▼
G and D Wallace, Inc Profit Sharing Plan grew sharply - up 27.1% during 2023, from $20M to $26M. Reported net income was $5M.
How have G and D Wallace, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G and D Wallace, Inc's sponsor-wide assets grew 47.8%, from $20M to $30M.
Where does G and D Wallace, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
G and D Wallace, Inc Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to G and D Wallace, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Haley Automotive Group Profit Sharing Plan in VA ($26M, 570 participants).
Which Profit Sharing plans cover a similar participant headcount to G and D Wallace, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mama Rosie's Company, Inc. Profit Sharing Plan in MA (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910859311.

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.