Back to filter
Original filing (PDF)20251015102328NAL0004286913001
WALLICK COMMUNITIES HOLDINGS, INC.
Form 5500
FILING_RECEIVED
WALLICK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
550
Accounts w/ balance
507
Plan assets (EOY)
$9.1M
Net assets (EOY)
-$79.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wallick Communities * Holdings, Inc. 300,000 common stock shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALLICK COMMUNITIES HOLDINGS, INC..
Plan sponsor
Name
WALLICK COMMUNITIES HOLDINGS, INC.
EIN
88-1738375
Address
160 WEST MAIN STREET SUITE 200 · NEW ALBANY, OH · 43054
Phone
(614) 863-4640
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wallick Communities * Holdings, Inc. 300,000 common stock shares | — | — | $97.6M | $9.1M | 100.0% |
Related plans
Similar-size Real Estate plans
PARTNERSHIP PROPERTY MANAGEMENT, LLC
PARTNERSHIP PROPERTY MANAGEMENT, LLC RETIREMENT PLAN
$9.1M · 482 participants
JEMB REALTY CORP.
JEMB REALTY CORP. 401(K) PROFIT SHARING PLAN
$9.1M · 74 participants
NATIONAL ENERGY CONTROL SERVICES, INC.
FUHS EMPLOYEES' 401(K) PLAN
$9.1M · 345 participants
CLIFFORD FISCHER & COMPANY
CLIFFORD FISCHER & COMPANY 401(K) PROFIT SHARING PLAN
$9.1M · 81 participants
DITMAS MANAGEMENT CORP.
DITMAS MANAGEMENT CORP. 401K SAVINGS PLAN
$9.1M · 18 participants
LA PORTE RAIL AND TERMINAL, LLC
LA PORTE RAIL AND TERMINAL 401(K) PLAN
$9.0M · 65 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants