Plain-English plan 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, Retirement Access Plan is a benefit plan reported by Walton Enterprises, LLC under EIN 62-1665434 and plan number 001. The latest loaded filing year is 2023. The filing reports 961 participants and $110,052,846 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,052,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,052,846
- Net assets (BOY)
- $81,481,882
Income & contributions
- Employer contributions
- $9,552,533
- Participant contributions
- $11,053,553
- Total contributions
- $23,424,587
- Total income / additions
- $40,044,756
Expenses & distributions
- Benefits paid
- $9,255,206
- Administrative expenses
- -$19,548
- Total expenses
- $9,243,928
- Net increase / (decrease)
- $30,800,828