401(k) · DOL Form 5500 · 2022

Joseph Waters Md PLLC 401(k) Plan

Data updated 2026-08-25

$521K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$520,921
Avg per participant High balance/head
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Official DOL plan name: Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan · Sponsored by Joseph Waters Md PLLC · Idaho · Healthcare & Social Assistance

$521K in assets, 1 participants

Joseph Waters Md PLLC's Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan reported $521K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,941 in Healthcare & Social Assistance (20,060 peers)

Joseph Waters Md PLLC multi-year trail

Joseph Waters Md PLLC's plans moved +49.1% in assets from 2022 to 2024; this filing shows Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan at $521K / 1 participant.

#2,941
in Healthcare & Social Assistance (20,060 peers)
-9.1%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan among the smaller filed plans by assets

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs every filed plan by assets

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

$520,921 19th percentile higher than 19% 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

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 800008794 · Joseph Waters Md PLLC PY 2022 · 401(k)

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan · $521K · 1 · 19th

  • VS-ST $521K
  • BOY 1
  • SCH 19th
  • EBSA 401(k)
  • PART near Alu-Bra Foundry, Inc. 401(k) Plan
  • TYPE ind #2941

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 Healthcare & Social Assistance retirement plans → · Plans in Idaho →

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan in the asset neighbourhood

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing PlanJoseph Waters Md PLLC Owner …$521KAlu-Bra Foundry, Inc. 401(k) PlanAlu-Bra Foundry, Inc. 401(k)…$521KSuperior Mechanical Corporation 401(k) PlanSuperior Mechanical Corporat…$521KCaguas Hr - Resources, Corp. Retirement and Savings PlanCaguas Hr - Resources, Corp.…$521KSpectrum Intermediate 401(k) PlanSpectrum Intermediate 401(k)…$521K
End-of-year total assets ($M) among Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph Waters Md PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Joseph Waters Md PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$777K 49.06310169872207% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.52M $0.78M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $521K
2023 1 1 $661K
2024 1 1 $777K

Joseph Waters Md PLLC filing trail (2022)

Total Assets (Beginning of Year)$573K
Net Assets (End of Year)$521K
Net Income-$52K
Employer EIN800008794
Plan Effective Date2017-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -50000500010000 -10123 Total assets ($B) Participants Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan, Total assets ($B): 0.000520921 · Participants: 1Joseph Waters Md PLLC Owner K 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan side-by-side with 3 peers →

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Alu-Bra Foundry, Inc. 401(k) Plan in IL ($521K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan assets move in 2022? ▼
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan pulled back noticeably - down 9.1% during 2022, from $573K to $521K. Reported net income was -$52K.
How have Joseph Waters Md PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph Waters Md PLLC's sponsor-wide assets grew 49.1%, from $521K to $777K.
Where does Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alu-Bra Foundry, Inc. 401(k) Plan in IL ($521K, 52 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 800008794.

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.