401(k) · DOL Form 5500 · 2022
Waterstone Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 655
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $55,228
- Avg per participant Low balance/head
Official DOL plan name: Waterstone Mortgage 401(k) Plan · Sponsored by Waterstone Mortgage Corporation · Wisconsin · Real Estate
$36M in assets, 655 participants
Waterstone Mortgage Corporation's Waterstone Mortgage 401(k) Plan reported $36M in total assets and 655 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #4,761 in Real Estate (5,057 peers)
Where Waterstone Mortgage 401(k) Plan sits by assets
Waterstone Mortgage 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 655 participants (~$55,228/participant), down 7.7% in 2022.
- #4,761
- in Real Estate (5,057 peers)
- -7.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waterstone Mortgage 401(k) Plan's outsized position by total assets
Waterstone Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,174,469 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waterstone Mortgage 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterstone Mortgage 401(k) Plan sits mid-pack in the medium band (655 participants).
Published 5500 schedule card
Filing strip 392001010 · Waterstone Mortgage Corporation PY 2022 · 401(k)
Waterstone Mortgage 401(k) Plan · $36M · 655 · 85th
- BOY $36M
- BOY 655
- BOY 85th
- BOY 401(k)
- BOY near Leonardo Electronics US Inc. 401(k) Plan
- BOY ind #4761
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 Real Estate retirement plans → · Plans in Wisconsin →
Waterstone Mortgage 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$3M |
| Employer EIN | 392001010 |
| Plan Effective Date | 2005-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterstone Mortgage Corporation)
Sponsor-wide plan assets over time
All Waterstone Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 17.233773355456854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 655 | $36M |
| 2023 | 1 | 543 | $38M |
| 2024 | 1 | 531 | $42M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Waterstone Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Leonardo Electronics US Inc. 401(k) Plan in AZ ($36M); by covered participants it is Hutchinson Health Retirement Savings Plan in MN (655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (655 participants); asset peers above are excluded.
- Hutchinson Health Retirement Savings Plan (MN) 655 · 0 off
- Lacework, Inc. Retirement Savings Plan (CA) 655 · 0 off
- Mrc Energy Company 401(k) Plan (TX) 655 · 0 off
- Buyers Edge Platform 401(k) Plan (MA) 655 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.