Plan5500

Walker & Dunlop — 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, Walker & Dunlop (EIN 80-0312140) is a plan sponsor located in Bethesda, MD with 1 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
80-0312140
Location
Bethesda, MD
Loaded plans
6
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 Walker & Dunlop

  • 6 loaded plans hold $212.7M in reported assets.
  • The largest, Walker & Dunlop, LLC Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,952 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$212.7MSummed across loaded plans$212,665,903
Total reported assets$212.7M$212,665,903
Total reported participants7K6,952
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$212.7M total assets
Net assets$212.7MLiabilities$0
Contributions & income
Employer contributions$4.8M
Participant contributions$18.8M
Total income / additions$61.5M
Expenses & distributions
Benefits paid / distributions$15.3M
Total expenses$15.4M
Net increase / (decrease)$46.2M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%Walker & Dunlop, LLC Retirement Savings Plan
Participants per plan1,159Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Walker & Dunlop, LLC Retirement Savings Plan$212.7M
    Plan #001 · 1,694 participants · 2023
  2. 2
    Walker & Dunlop Group Life Plannot reported in the loaded dataset
    Plan #501 · 1,401 participants · 2023
  3. 3
    Walker & Dunlop Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 1,401 participants · 2023
  4. 4
    Walker & Dunlop Group Medical & Visionnot reported in the loaded dataset
    Plan #504 · 1,168 participants · 2023
  5. 5
    Walker & Dunlop Group Dental Plannot reported in the loaded dataset
    Plan #505 · 1,163 participants · 2023
  6. 6
    Walker & Dunlop, LLC Healthcare Fsa Plannot reported in the loaded dataset
    Plan #511 · 125 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 Walker & Dunlop. Open one for its full reported snapshot.

  1. 2023
    Walker & Dunlop Group Life Plan1,401 participants · 2No schedules
    View filing →
  2. 2023
    Walker & Dunlop Group Dental Plan1,163 participants · 2No schedules
    View filing →
  3. 2023
    Walker & Dunlop Group Medical & Vision1,168 participants · 2No schedules
    View filing →
  4. 2023
    Walker & Dunlop Long Term Disability Plan1,401 participants · 2No schedules
    View filing →
  5. 2023
    Walker & Dunlop, LLC Healthcare Fsa Plan125 participants · 2No schedules
    View filing →
  6. 2023
    Walker & Dunlop, LLC Retirement Savings Plan1,694 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Walker & Dunlop report on Form 5500?
Walker & Dunlop (EIN 80-0312140) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Walker & Dunlop?
The Employer Identification Number (EIN) reported for Walker & Dunlop is 80-0312140.
What is the latest Form 5500 filing year for Walker & Dunlop?
The latest loaded Form 5500 filing year for Walker & Dunlop is 2023.

Related Form 5500 pages