Other · DOL Form 5500 · 2024

Walnut Street Center, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
224
Participants Below avg headcount
36th
Percentile by assets National rank
$15,892
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. · Sponsored by Walnut Street Center, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 224 participants

Walnut Street Center, Inc.'s 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported $4M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,351 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. covers 224 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#6,351
in Healthcare & Social Assistance (16,916 peers)
-0.5%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs every filed plan by assets

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

$3,559,863 36th percentile higher than 36% 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

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. 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. 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported net income fell from $393K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. reported participants rose from 158 in the plan year 2023 filing to 224 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042513725 · Walnut Street Center, Inc. PY 2024 · Other

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. · $4M · 224 · 36th

  • SCH $4M
  • SCH 224
  • SCH 36th
  • SCH Other
  • SCH near 403(b) Thrift Plan of Sadler Health Center Corporation
  • SCH ind #6351

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. in the asset neighbourhood

Goodwill Industries Sacramento Valley & Northern Nevada 403(b) Retirement PlanGoodwill Industries Sacramen…$4M401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.401(k) Profit Sharing Plan f…$4M403(b) Thrift Plan of Sadler Health Center Corporation403(b) Thrift Plan of Sadler…$4MArea Agency on Aging of Southeast Arkansas Retirement PlanArea Agency on Aging of Sout…$4MBanesco USA Employees Savings and Investment PlanBanesco USA Employees Saving…$4M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$18K
Employer EIN042513725
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walnut Street Center, Inc.)

Sponsor-wide plan assets over time

All Walnut Street Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.753954782484216% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.19M $3.56M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 102 $3M
2023 1 158 $4M
2024 1 224 $4M

Nearby Other Plans in Massachusetts

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

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc., Total assets ($B): 0.003559863 · Participants: 224401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.Harvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Sadler Health Center Corporation in PA ($4M); by covered participants it is Upac 403b Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc. held essentially flat - down 0.5% during 2024, from $4M to $4M. Reported net income was -$18K.
How have Walnut Street Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walnut Street Center, Inc.'s sponsor-wide assets grew 11.8%, from $3M to $4M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Sadler Health Center Corporation in PA ($4M, 110 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Walnut Street Center, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Upac 403b Plan in CA (224 participants, $4M 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 042513725.

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.