How many benefit plans does Walton Capital Advisors, Lp report on Form 5500?

Walton Capital Advisors, Lp (EIN 36-3986948) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Walton Capital Advisors, Lp?

The Employer Identification Number (EIN) reported for Walton Capital Advisors, Lp is 36-3986948.

What is the latest Form 5500 filing year for Walton Capital Advisors, Lp?

The latest loaded Form 5500 filing year for Walton Capital Advisors, Lp is 2023.

Walton Capital Advisors, Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Walton Capital Advisors, Lp (EIN 36-3986948) is a plan sponsor located in Chicago, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-3986948
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Walton Capital Advisors, Lp

2 loaded plans.
Plans cover 201 reported participants.
0 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported

Total reported assetsNot reported

Total reported participants201

Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 2 ()

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan101Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Walton Street Capital Business Travel Accident Plannot reported in the loaded dataset
Plan #505 · 107 participants · 2023
2
Walton Capital Advisors Lp Medical Plannot reported in the loaded dataset
Plan #501 · 94 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Walton Capital Advisors, Lp. Open one for its full reported snapshot.

2023
Walton Street Capital Business Travel Accident Plan107 participants · 2No schedules
View filing →
2023
Walton Capital Advisors Lp Medical Plan94 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Walton Capital Advisors, Lp report on Form 5500?: Walton Capital Advisors, Lp (EIN 36-3986948) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Walton Capital Advisors, Lp?: The Employer Identification Number (EIN) reported for Walton Capital Advisors, Lp is 36-3986948.
What is the latest Form 5500 filing year for Walton Capital Advisors, Lp?: The latest loaded Form 5500 filing year for Walton Capital Advisors, Lp is 2023.