Walton Enterprises, LLC401(k)
RETIREMENT ACCESS PLAN · BENTONVILLE, AR · plan year 2023
Walton Enterprises, LLC's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $110,052,846 across 737 participant accounts, with employer contributions averaging $15,789 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other administrative & support services employers. By assets it is the 36th-largest of 456 plans among Arkansas employers on file, and the 151st of 2,534 in administrative & support services. In 2023, employees put in $1.16 for every $1.00 the employer contributed; active participation has shrunk from 837 to 605 since 2022.
Walton Enterprises, LLC's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 621665434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.