How big is Walberg, Inc.'s plan?

Walberg, Inc.'s plan reported $3.1M in assets and 34 participants for 2024.

Original filing (PDF)20250805163507NAL0006228738001

Walberg, Inc.

Name: Walberg, Inc. — Walberg, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Walberg, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walberg, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Walberg, Inc.'s Walberg, Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Walberg, Inc.'s EIN is 26-2464787.

EIN 26-2464787

Plan number 001

Plan year 2024

ACK ID 20250805163507NAL0006228738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walberg, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walberg, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WALBERG, INC.

EIN

all filings

Address

6401 HIGHWAY 99W · CORNING, CA · 96021

Phone

(530) 824-0773

Industry

Construction

Plan administrator