WALKER & ASSOCIATES, INC.
Plan context: Walker and Associates Inc. Retirement Savings Plan
EIN 54-0982503 • 95 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
169
2022 Assets
$15,891,867
2022 Contributions
$831,952
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 4 | 0 | $0 | $831,952 | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 0 | - | - | - |
| Long-Term Disability Plan | - | 0 | - | - | - |
| Short-Term Disability Plan | - | 0 | - | - | - |
| Walker and Associates Inc. Retirement Savings Plan | - | 0 | - | $831,952 | - |
| 2021 | 4 | 169 | $15,891,867 | $1,406,395 | $8,322iApproximate average salary by contribution assumption: employee only about $208,047 at 4% or $138,698 at 6%; with 50% employer match about $138,698 at 4% or $92,465 at 6%; with 100% employer match about $104,023 at 4% or $69,349 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 161 | $15,891,867 | $1,406,395 | $8,735iApproximate average salary by contribution assumption: employee only about $218,384 at 4% or $145,590 at 6%; with 50% employer match about $145,590 at 4% or $97,060 at 6%; with 100% employer match about $109,192 at 4% or $72,795 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 143 | - | - | - |
| Long-Term Disability Plan | - | 169 | - | - | - |
| Short-Term Disability Plan | - | 169 | - | - | - |
| 2020 | 4 | 168 | $16,483,413 | $1,157,834 | $6,892iApproximate average salary by contribution assumption: employee only about $172,297 at 4% or $114,864 at 6%; with 50% employer match about $114,864 at 4% or $76,576 at 6%; with 100% employer match about $86,148 at 4% or $57,432 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 138 | $16,483,413 | $1,157,834 | $8,390iApproximate average salary by contribution assumption: employee only about $209,753 at 4% or $139,835 at 6%; with 50% employer match about $139,835 at 4% or $93,223 at 6%; with 100% employer match about $104,876 at 4% or $69,918 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 143 | - | - | - |
| Long-Term Disability Plan | - | 168 | - | - | - |
| Short-Term Disability Plan | - | 168 | - | - | - |
| 2019 | 4 | 160 | $13,992,354 | $1,529,107 | $9,557iApproximate average salary by contribution assumption: employee only about $238,923 at 4% or $159,282 at 6%; with 50% employer match about $159,282 at 4% or $106,188 at 6%; with 100% employer match about $119,461 at 4% or $79,641 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 160 | $13,992,354 | $1,529,107 | $9,557iApproximate average salary by contribution assumption: employee only about $238,923 at 4% or $159,282 at 6%; with 50% employer match about $159,282 at 4% or $106,188 at 6%; with 100% employer match about $119,461 at 4% or $79,641 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 133 | - | - | - |
| Long-Term Disability Plan | - | 157 | - | - | - |
| Short-Term Disability Plan | - | 157 | - | - | - |
| 2018 | 4 | 159 | $11,603,092 | $984,325 | $6,191iApproximate average salary by contribution assumption: employee only about $154,768 at 4% or $103,179 at 6%; with 50% employer match about $103,179 at 4% or $68,786 at 6%; with 100% employer match about $77,384 at 4% or $51,589 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 159 | $11,603,092 | $984,325 | $6,191iApproximate average salary by contribution assumption: employee only about $154,768 at 4% or $103,179 at 6%; with 50% employer match about $103,179 at 4% or $68,786 at 6%; with 100% employer match about $77,384 at 4% or $51,589 at 6%. |
| Long-Term Disability Plan | - | 154 | - | - | - |
| Short-Term Disability Plan | - | 154 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 136 | - | - | - |
| 2017 | 4 | 151 | $11,920,907 | $823,699 | $5,455iApproximate average salary by contribution assumption: employee only about $136,374 at 4% or $90,916 at 6%; with 50% employer match about $90,916 at 4% or $60,611 at 6%; with 100% employer match about $68,187 at 4% or $45,458 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 151 | $11,920,907 | $823,699 | $5,455iApproximate average salary by contribution assumption: employee only about $136,374 at 4% or $90,916 at 6%; with 50% employer match about $90,916 at 4% or $60,611 at 6%; with 100% employer match about $68,187 at 4% or $45,458 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 124 | - | - | - |
| Long-Term Disability Plan | - | 140 | - | - | - |
| Short-Term Disability Plan | - | 140 | - | - | - |
| 2016 | 4 | 135 | $10,454,228 | $689,172 | $5,105iApproximate average salary by contribution assumption: employee only about $127,624 at 4% or $85,083 at 6%; with 50% employer match about $85,083 at 4% or $56,722 at 6%; with 100% employer match about $63,812 at 4% or $42,541 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 121 | $10,454,228 | $689,172 | $5,696iApproximate average salary by contribution assumption: employee only about $142,391 at 4% or $94,927 at 6%; with 50% employer match about $94,927 at 4% or $63,285 at 6%; with 100% employer match about $71,195 at 4% or $47,464 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 119 | - | - | - |
| Long-Term Disability Plan | - | 135 | - | - | - |
| Short-Term Disability Plan | - | 135 | - | - | - |
| 2015 | 4 | 137 | $9,514,513 | $689,622 | $5,034iApproximate average salary by contribution assumption: employee only about $125,843 at 4% or $83,896 at 6%; with 50% employer match about $83,896 at 4% or $55,930 at 6%; with 100% employer match about $62,922 at 4% or $41,948 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 137 | $9,514,513 | $689,622 | $5,034iApproximate average salary by contribution assumption: employee only about $125,843 at 4% or $83,896 at 6%; with 50% employer match about $83,896 at 4% or $55,930 at 6%; with 100% employer match about $62,922 at 4% or $41,948 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 115 | - | - | - |
| Long-Term Disability Plan | - | 130 | - | - | - |
| Short-Term Disability Plan | - | 130 | - | - | - |
| 2014 | 4 | 135 | $9,404,225 | $594,851 | $4,406iApproximate average salary by contribution assumption: employee only about $110,158 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,079 at 4% or $36,719 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 135 | $9,404,225 | $594,851 | $4,406iApproximate average salary by contribution assumption: employee only about $110,158 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,079 at 4% or $36,719 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 118 | - | - | - |
| Long-Term Disability Plan | - | 134 | - | - | - |
| Short-Term Disability Plan | - | 134 | - | - | - |
| 2013 | 4 | 134 | $8,419,421 | $584,418 | $4,361iApproximate average salary by contribution assumption: employee only about $109,033 at 4% or $72,689 at 6%; with 50% employer match about $72,689 at 4% or $48,459 at 6%; with 100% employer match about $54,517 at 4% or $36,344 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 127 | $8,419,421 | $584,418 | $4,602iApproximate average salary by contribution assumption: employee only about $115,043 at 4% or $76,695 at 6%; with 50% employer match about $76,695 at 4% or $51,130 at 6%; with 100% employer match about $57,521 at 4% or $38,348 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 120 | - | - | - |
| Short-Term Disability Plan | - | 134 | - | - | - |
| Long-Term Disability Plan | - | 134 | - | - | - |
| 2012 | 4 | 133 | $7,311,655 | $647,041 | $4,865iApproximate average salary by contribution assumption: employee only about $121,624 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,055 at 6%; with 100% employer match about $60,812 at 4% or $40,541 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 133 | $7,311,655 | $647,041 | $4,865iApproximate average salary by contribution assumption: employee only about $121,624 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,055 at 6%; with 100% employer match about $60,812 at 4% or $40,541 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 117 | - | - | - |
| Long-Term Disability Plan | - | 130 | - | - | - |
| Short-Term Disability Plan | - | 130 | - | - | - |
| 2011 | 4 | 146 | $6,496,632 | $576,263 | $3,947iApproximate average salary by contribution assumption: employee only about $98,675 at 4% or $65,783 at 6%; with 50% employer match about $65,783 at 4% or $43,856 at 6%; with 100% employer match about $49,338 at 4% or $32,892 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 146 | $6,496,632 | $576,263 | $3,947iApproximate average salary by contribution assumption: employee only about $98,675 at 4% or $65,783 at 6%; with 50% employer match about $65,783 at 4% or $43,856 at 6%; with 100% employer match about $49,338 at 4% or $32,892 at 6%. |
| Long-Term Disability Plan | - | 130 | - | - | - |
| Short-Term Disability Plan | - | 130 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 116 | - | - | - |
| 2010 | 4 | 150 | $6,136,471 | $607,501 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 150 | $6,136,471 | $607,501 | $4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 131 | - | - | - |
| Short-Term Disability Plan | - | 131 | - | - | - |
| Long-Term Disability Plan | - | 131 | - | - | - |
| 2009 | 4 | 141 | $5,352,256 | $518,654 | $3,678iApproximate average salary by contribution assumption: employee only about $91,960 at 4% or $61,307 at 6%; with 50% employer match about $61,307 at 4% or $40,871 at 6%; with 100% employer match about $45,980 at 4% or $30,653 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 140 | $5,352,256 | $518,654 | $3,705iApproximate average salary by contribution assumption: employee only about $92,617 at 4% or $61,745 at 6%; with 50% employer match about $61,745 at 4% or $41,163 at 6%; with 100% employer match about $46,308 at 4% or $30,872 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 127 | - | - | - |
| Long-Term Disability Plan | - | 141 | - | - | - |
| Short-Term Disability Plan | - | 141 | - | - | - |
| 2008 | 4 | 137 | $4,303,823 | $488,553 | $3,566iApproximate average salary by contribution assumption: employee only about $89,152 at 4% or $59,435 at 6%; with 50% employer match about $59,435 at 4% or $39,623 at 6%; with 100% employer match about $44,576 at 4% or $29,717 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 137 | $4,303,823 | $488,553 | $3,566iApproximate average salary by contribution assumption: employee only about $89,152 at 4% or $59,435 at 6%; with 50% employer match about $59,435 at 4% or $39,623 at 6%; with 100% employer match about $44,576 at 4% or $29,717 at 6%. |
| Short-Term Disability Plan | - | 128 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 128 | - | - | - |
| Long-Term Disability Plan | - | 128 | - | - | - |
| 2007 | 4 | 132 | $5,290,710 | $448,215 | $3,396iApproximate average salary by contribution assumption: employee only about $84,889 at 4% or $56,593 at 6%; with 50% employer match about $56,593 at 4% or $37,729 at 6%; with 100% employer match about $42,445 at 4% or $28,296 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 132 | $5,290,710 | $448,215 | $3,396iApproximate average salary by contribution assumption: employee only about $84,889 at 4% or $56,593 at 6%; with 50% employer match about $56,593 at 4% or $37,729 at 6%; with 100% employer match about $42,445 at 4% or $28,296 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 106 | - | - | - |
| Long-Term Disability Plan | - | 117 | - | - | - |
| Short-Term Disability Plan | - | 118 | - | - | - |
| 2006 | 4 | 133 | $4,443,886 | $481,563 | $3,621iApproximate average salary by contribution assumption: employee only about $90,519 at 4% or $60,346 at 6%; with 50% employer match about $60,346 at 4% or $40,231 at 6%; with 100% employer match about $45,260 at 4% or $30,173 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 133 | $4,443,886 | $481,563 | $3,621iApproximate average salary by contribution assumption: employee only about $90,519 at 4% or $60,346 at 6%; with 50% employer match about $60,346 at 4% or $40,231 at 6%; with 100% employer match about $45,260 at 4% or $30,173 at 6%. |
| Short-Term Disability Plan | - | 114 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 105 | - | - | - |
| Long-Term Disability Plan | - | 113 | - | - | - |
| 2005 | 4 | 114 | $3,695,724 | $372,285 | $3,266iApproximate average salary by contribution assumption: employee only about $81,641 at 4% or $54,428 at 6%; with 50% employer match about $54,428 at 4% or $36,285 at 6%; with 100% employer match about $40,821 at 4% or $27,214 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 114 | $3,695,724 | $372,285 | $3,266iApproximate average salary by contribution assumption: employee only about $81,641 at 4% or $54,428 at 6%; with 50% employer match about $54,428 at 4% or $36,285 at 6%; with 100% employer match about $40,821 at 4% or $27,214 at 6%. |
| Short-Term Disability Plan | - | 104 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 99 | - | - | - |
| Long-Term Disability Plan | - | 104 | - | - | - |
| 2004 | 4 | 106 | $3,313,822 | $360,632 | $3,402iApproximate average salary by contribution assumption: employee only about $85,055 at 4% or $56,703 at 6%; with 50% employer match about $56,703 at 4% or $37,802 at 6%; with 100% employer match about $42,527 at 4% or $28,352 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 106 | $3,313,822 | $360,632 | $3,402iApproximate average salary by contribution assumption: employee only about $85,055 at 4% or $56,703 at 6%; with 50% employer match about $56,703 at 4% or $37,802 at 6%; with 100% employer match about $42,527 at 4% or $28,352 at 6%. |
| Long-Term Disability Plan | - | 101 | - | - | - |
| Short-Term Disability Plan | - | 101 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 97 | - | - | - |
| 2003 | 4 | 105 | $2,986,470 | $189,219 | $1,802iApproximate average salary by contribution assumption: employee only about $45,052 at 4% or $30,035 at 6%; with 50% employer match about $30,035 at 4% or $20,023 at 6%; with 100% employer match about $22,526 at 4% or $15,017 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 105 | $2,986,470 | $189,219 | $1,802iApproximate average salary by contribution assumption: employee only about $45,052 at 4% or $30,035 at 6%; with 50% employer match about $30,035 at 4% or $20,023 at 6%; with 100% employer match about $22,526 at 4% or $15,017 at 6%. |
| Long-Term Disability Plan | - | 93 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 93 | - | - | - |
| Short-Term Disability Plan | - | 93 | - | - | - |
| 2002 | 4 | 155 | $2,822,713 | $253,619 | $1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 155 | $2,822,713 | $253,619 | $1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%. |
| Short-Term Disability Plan | - | 98 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 95 | - | - | - |
| Long-Term Disability Plan | - | 97 | - | - | - |
| 2001 | 4 | 215 | $4,251,503 | $875,504 | $4,072iApproximate average salary by contribution assumption: employee only about $101,803 at 4% or $67,869 at 6%; with 50% employer match about $67,869 at 4% or $45,246 at 6%; with 100% employer match about $50,901 at 4% or $33,934 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 215 | $4,251,503 | $875,504 | $4,072iApproximate average salary by contribution assumption: employee only about $101,803 at 4% or $67,869 at 6%; with 50% employer match about $67,869 at 4% or $45,246 at 6%; with 100% employer match about $50,901 at 4% or $33,934 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 153 | - | - | - |
| Short-Term Disability Plan | - | 149 | - | - | - |
| Long-Term Disability Plan | - | 149 | - | - | - |
| 2000 | 4 | 300 | $4,947,774 | $875,007 | $2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,612 at 6%; with 50% employer match about $48,612 at 4% or $32,408 at 6%; with 100% employer match about $36,459 at 4% or $24,306 at 6%. |
| Walker and Associates Inc. Retirement Savings Plan | - | 300 | $4,947,774 | $875,007 | $2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,612 at 6%; with 50% employer match about $48,612 at 4% or $32,408 at 6%; with 100% employer match about $36,459 at 4% or $24,306 at 6%. |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 257 | - | - | - |
| Long-Term Disability Plan | - | 256 | - | - | - |
| Short-Term Disability Plan | - | 256 | - | - | - |
| 1999 | 3 | 223 | $0 | $0 | - |
| Long-Term Disability Plan | - | 223 | - | - | - |
| Short-Term Disability Plan | - | 223 | - | - | - |
| Group Benefits for the Employees of Walker and Associates Inc. | - | 223 | - | - | - |