Plan5500

W.T. Walker Group, Inc. — 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, W.T. Walker Group, Inc. (EIN 39-0796544) is a plan sponsor located in Milwaukee, WI 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
39-0796544
Location
Milwaukee, WI
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 W.T. Walker Group, Inc.

  • 2 loaded plans hold $48.1M in reported assets.
  • The largest, W. T. Walker Group, Inc. 401(K) Personal Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 692 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.1MSummed across loaded plans$48,111,697
Total reported assets$48.1M$48,111,697
Total reported participants692
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.1M total assets
Net assets$48.1MLiabilities$0
Contributions & income
Employer contributions$787.6K
Participant contributions$1.6M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.1M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Largest plan share of assets100%W. T. Walker Group, Inc. 401(K) Personal Savings Plan
Participants per plan346Average 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. 1
    W. T. Walker Group, Inc. 401(K) Personal Savings Plan$48.1M
    Plan #001 · 408 participants · 2023
  2. 2
    Walker Group Health And Welfare Plan #503not reported in the loaded dataset
    Plan #503 · 284 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 W.T. Walker Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Walker Group Health And Welfare Plan #503284 participants · 2No schedules
    View filing →
  2. 2023
    W. T. Walker Group, Inc. 401(K) Personal Savings Plan408 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does W.T. Walker Group, Inc. report on Form 5500?
W.T. Walker Group, Inc. (EIN 39-0796544) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for W.T. Walker Group, Inc.?
The Employer Identification Number (EIN) reported for W.T. Walker Group, Inc. is 39-0796544.
What is the latest Form 5500 filing year for W.T. Walker Group, Inc.?
The latest loaded Form 5500 filing year for W.T. Walker Group, Inc. is 2023.

Related Form 5500 pages