Current Snapshot
Latest Year
2024
2024 Participants
554
2024 Assets
$108,949,739
2024 Contributions
$18,862,351
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 |
|---|---|---|---|---|---|
| 2024 | 8 | 554 | $108,949,739 | $18,862,351 | $34,048iApproximate average salary by contribution assumption: employee only about $851,189 at 4% or $567,459 at 6%; with 50% employer match about $567,459 at 4% or $378,306 at 6%; with 100% employer match about $425,595 at 4% or $283,730 at 6%. |
| Retirement Access Plan | - | 554 | $108,949,739 | $18,862,351 | $34,048iApproximate average salary by contribution assumption: employee only about $851,189 at 4% or $567,459 at 6%; with 50% employer match about $567,459 at 4% or $378,306 at 6%; with 100% employer match about $425,595 at 4% or $283,730 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 430 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 0 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 194 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 536 | - | - | - |
| Walton Enterprises LLC Voluntary Benefits | - | 61 | - | - | - |
| Walton Enterprises LLC Flexible Spending Plan | - | 0 | - | - | - |
| Walton Enterprises LLC Business Travel Accident Plan | - | 0 | - | - | - |
| 2023 | 8 | 605 | $110,052,846 | $23,424,587 | $38,718iApproximate average salary by contribution assumption: employee only about $967,958 at 4% or $645,305 at 6%; with 50% employer match about $645,305 at 4% or $430,204 at 6%; with 100% employer match about $483,979 at 4% or $322,653 at 6%. |
| Retirement Access Plan | - | 605 | $110,052,846 | $23,424,587 | $38,718iApproximate average salary by contribution assumption: employee only about $967,958 at 4% or $645,305 at 6%; with 50% employer match about $645,305 at 4% or $430,204 at 6%; with 100% employer match about $483,979 at 4% or $322,653 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 312 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 432 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 299 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 563 | - | - | - |
| Walton Enterprises LLC Voluntary Benefits | - | 232 | - | - | - |
| Walton Enterprises LLC Flexible Spending Plan | - | 170 | - | - | - |
| Walton Enterprises LLC Business Travel Accident Plan | - | 450 | - | - | - |
| 2022 | 7 | 837 | $81,481,882 | $18,158,477 | $21,695iApproximate average salary by contribution assumption: employee only about $542,368 at 4% or $361,579 at 6%; with 50% employer match about $361,579 at 4% or $241,052 at 6%; with 100% employer match about $271,184 at 4% or $180,789 at 6%. |
| Retirement Access Plan | - | 837 | $81,481,882 | $18,158,477 | $21,695iApproximate average salary by contribution assumption: employee only about $542,368 at 4% or $361,579 at 6%; with 50% employer match about $361,579 at 4% or $241,052 at 6%; with 100% employer match about $271,184 at 4% or $180,789 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 312 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 409 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 266 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 359 | - | - | - |
| Walton Enterprises LLC Voluntary Benefits | - | 188 | - | - | - |
| Walton Enterprises LLC Flexible Spending Plan | - | 170 | - | - | - |
| 2021 | 6 | 851 | $84,968,059 | $16,971,107 | $19,943iApproximate average salary by contribution assumption: employee only about $498,564 at 4% or $332,376 at 6%; with 50% employer match about $332,376 at 4% or $221,584 at 6%; with 100% employer match about $249,282 at 4% or $166,188 at 6%. |
| Retirement Access Plan | - | 851 | $84,968,059 | $16,971,107 | $19,943iApproximate average salary by contribution assumption: employee only about $498,564 at 4% or $332,376 at 6%; with 50% employer match about $332,376 at 4% or $221,584 at 6%; with 100% employer match about $249,282 at 4% or $166,188 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 312 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 382 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 582 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 438 | - | - | - |
| Walton Enterprises LLC Voluntary Benefits | - | 158 | - | - | - |
| 2020 | 6 | 620 | $61,929,505 | $12,464,324 | $20,104iApproximate average salary by contribution assumption: employee only about $502,594 at 4% or $335,062 at 6%; with 50% employer match about $335,062 at 4% or $223,375 at 6%; with 100% employer match about $251,297 at 4% or $167,531 at 6%. |
| Retirement Access Plan | - | 620 | $61,929,505 | $12,464,324 | $20,104iApproximate average salary by contribution assumption: employee only about $502,594 at 4% or $335,062 at 6%; with 50% employer match about $335,062 at 4% or $223,375 at 6%; with 100% employer match about $251,297 at 4% or $167,531 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 312 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 336 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 479 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 571 | - | - | - |
| Walton Enterprises LLC Voluntary Benefits | - | 148 | - | - | - |
| 2019 | 6 | 530 | $43,313,362 | $8,503,450 | $16,044iApproximate average salary by contribution assumption: employee only about $401,106 at 4% or $267,404 at 6%; with 50% employer match about $267,404 at 4% or $178,269 at 6%; with 100% employer match about $200,553 at 4% or $133,702 at 6%. |
| Retirement Access Plan | - | 530 | $43,313,362 | $8,503,450 | $16,044iApproximate average salary by contribution assumption: employee only about $401,106 at 4% or $267,404 at 6%; with 50% employer match about $267,404 at 4% or $178,269 at 6%; with 100% employer match about $200,553 at 4% or $133,702 at 6%. |
| Walton Enterprises LLC Voluntary Benefits | - | 163 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 478 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 306 | - | - | - |
| Walton Enterprises LLC Medical Plan | - | 312 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 391 | - | - | - |
| 2018 | 5 | 266 | $27,471,661 | $1,421,456 | $5,344iApproximate average salary by contribution assumption: employee only about $133,595 at 4% or $89,064 at 6%; with 50% employer match about $89,064 at 4% or $59,376 at 6%; with 100% employer match about $66,798 at 4% or $44,532 at 6%. |
| Retirement Access Plan | - | 266 | $27,471,661 | $1,421,456 | $5,344iApproximate average salary by contribution assumption: employee only about $133,595 at 4% or $89,064 at 6%; with 50% employer match about $89,064 at 4% or $59,376 at 6%; with 100% employer match about $66,798 at 4% or $44,532 at 6%. |
| Walton Enterprises LLC Medical Plan | - | 236 | - | - | - |
| Walton Enterprises LLC Dental Plan | - | 168 | - | - | - |
| Walton Enterprises LLC Vision Plan | - | 200 | - | - | - |
| Walton Enterprises LLC Life and Disability Plan | - | 261 | - | - | - |