Plan5500

Walker & Dunlop, LLC Retirement Savings Plan — Form 5500 plan (Walker & Dunlop, LLC)

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, Walker & Dunlop, LLC Retirement Savings Plan is a benefit plan reported by Walker & Dunlop, LLC under EIN 80-0312140 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,694 participants and $212,665,903 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$212.7MPlan net assets, end of year$212,665,903
Participants1.7KCovered participants reported1,694
Assets / participant$125.5KComputed: assets ÷ participants$125,541 (computed)
Provider compensation$111.5K3 Schedule C provider row(s)$111,534
Plan sponsor
Walker & Dunlop, LLC
EIN
80-0312140
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,694 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$212.7M total assets
Net assets$212.7MLiabilities$0
Money in vs. money out
Total income / additions$61.5M
Total expenses$15.4M
Benefits paid / distributions$15.3M
Contributions
Employer$4.8M
Participant$18.8M
Full reported line items

Net assets

Total assets (EOY)
$212,665,903
Total liabilities (EOY)
$0
Net assets (EOY)
$212,665,903
Net assets (BOY)
$166,510,058

Income & contributions

Employer contributions
$4,796,104
Participant contributions
$18,814,180
Total contributions
$26,342,474
Total income / additions
$61,529,350

Expenses & distributions

Benefits paid
$15,261,971
Administrative expenses
$111,534
Total expenses
$15,373,505
Net increase / (decrease)
$46,155,845
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$51.5K
    RECORDKEEPER · Direct $51.5K · Indirect $0
  2. 2
    Resources Investment Advisors LLC$45K
    ADVISOR · Direct $45K
  3. 3
    Fiduciary Plan Consultants LLC$15K
    ADVISOR · Direct $15K

What to inspect next

Frequently asked questions

Who sponsors the Walker & Dunlop, LLC Retirement Savings Plan?
Walker & Dunlop, LLC Retirement Savings Plan is reported as sponsored by Walker & Dunlop, LLC (EIN 80-0312140, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Walker & Dunlop, LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Walker & Dunlop, LLC Retirement Savings Plan is 2023.
How many participants does Walker & Dunlop, LLC Retirement Savings Plan report?
Walker & Dunlop, LLC Retirement Savings Plan reports 1,694 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Walker & Dunlop, LLC Retirement Savings Plan?
Walker & Dunlop, LLC Retirement Savings Plan reports $212,665,903 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages