Walsh Construction 401(k) match, vesting and fees
What Walsh Construction's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Aldrich Cpa'S & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Walsh Construction: employer contribution per participant | $5,821 | |
| Peer median | $2,361 |
| Walsh Construction: average balance | $313,602 | |
| Peer median | $60,193 |
| Walsh Construction: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $115M at the end of plan year 2021 to $159M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 586 | $159M | $2.9M | $5,821 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 638 | $145M | $2.6M | $5,100 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 762 | $132M | $2.8M | $5,196 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 921 | $115M | $2.8M | $4,960 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Walsh Construction match 401(k) contributions?
The match terms for the Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $5,821 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Walsh Construction 401(k) match vested?
The vesting schedule for the Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Walsh Construction 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Walsh Construction Co..
I left Walsh Construction. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Walsh Construction Co., (503) 222-4375) or the recordkeeper, Schwab Retirement Plan Services,inc. The Walsh Construction old 401(k) page lists the contacts from every plan filing. Find an old Walsh Construction 401(k)
Data from the public Form 5500 annual reports Walsh Construction filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Walsh Construction. Not financial advice. Report a correction · Methodology