401(k) · DOL Form 5500 · 2022

Waterleau, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
29th
Percentile by assets National rank
$100,214
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterleau 401(k) Plan · Sponsored by Waterleau, Inc. · Massachusetts · Professional & Technical Services

$1M in assets, 14 participants

Waterleau, Inc.'s Waterleau 401(k) Plan reported $1M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,424 in Professional & Technical Services (21,562 peers)

Waterleau, Inc. multi-year trail

Waterleau, Inc.'s plans moved +57.9% in assets from 2022 to 2024; this filing shows Waterleau 401(k) Plan at $1M / 14 participants.

#5,424
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterleau 401(k) Plan among the smaller filed plans by assets

Waterleau 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,403,000 29th percentile higher than 29% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Waterleau 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterleau 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 474254990 · Waterleau, Inc. PY 2022 · 401(k)

Waterleau 401(k) Plan · $1M · 14 · 29th

  • PCT $1M
  • EIN 14
  • RANK 29th
  • PHOTO 401(k)
  • IND near Craft Employees Retirement and Savings Plan
  • EOY ind #5424

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →

Waterleau 401(k) Plan in the asset neighbourhood

Waterleau 401(k) Plan$1MCraft Employees Retirement and Savings PlanCraft Employees Retirement a…$1MAdvanced Strategies 401(k) PlanAdvanced Strategies 401(k) P…$1MWestcor Companies 401(k) Plan$1MProcentia Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Waterleau 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waterleau, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waterleau, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.87348538845332% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.4M $2.21M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 15 $2M
2024 1 15 $2M

Waterleau, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$195K
Employer EIN474254990
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Waterleau 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Waterleau 401(k) Plan, Total assets ($B): 0.001403 · Participants: 14Waterleau 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Waterleau 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Waterleau 401(k) Plan side-by-side with 3 peers →

Waterleau 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Craft Employees Retirement and Savings Plan in VA ($1M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waterleau 401(k) Plan assets move in 2022? ▼
Waterleau 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $2M to $1M. Reported net income was -$195K.
How have Waterleau, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterleau, Inc.'s sponsor-wide assets grew 57.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Waterleau 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Craft Employees Retirement and Savings Plan in VA ($1M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Waterleau 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474254990.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.