401(k) · DOL Form 5500 · 2022
Waterfleet, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $31,268
- Avg per participant Low balance/head
Official DOL plan name: Waterfleet 401(k) Plan · Sponsored by Waterfleet, LLC · Texas · Utilities
$3M in assets, 81 participants
Waterfleet, LLC's Waterfleet 401(k) Plan reported $3M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #100 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Waterfleet 401(k) Plan ranks #100 of 738 2022 filers by assets (21200% of the sector average)-$3M for 81 participants.
- #100
- in Utilities (738 peers)
- -2.0%
- 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.
Waterfleet 401(k) Plan's mid-pack asset rank among Utilities and all filers
Waterfleet 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,532,695 37th percentile higher than 37% 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
Waterfleet 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. Waterfleet 401(k) Plan is a small filing (81 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 464753356 · Waterfleet, LLC PY 2022 · 401(k)
Waterfleet 401(k) Plan · $3M · 81 · 37th
- TYPE $3M
- TYPE 81
- TYPE 37th
- TYPE 401(k)
- TYPE near Farrell, Leslie & Grochowski 401(k) Plan
- TYPE ind #100
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 Utilities retirement plans → · Plans in Texas →
Waterfleet 401(k) Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$52K |
| Employer EIN | 464753356 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterfleet, LLC)
Sponsor-wide plan assets over time
All Waterfleet, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 84.59609230483733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $3M |
| 2023 | 1 | 127 | $4M |
| 2024 | 1 | 149 | $5M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Waterfleet 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Farrell, Leslie & Grochowski 401(k) Plan in CT ($3M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Ocean Express, LLC 401(k) Plan (MA) 81 · 0 off
- Amini Innovation Corporation 401(k) Plan (CA) 81 · 0 off
- Biscuits & Bath 401(k) Plan (NY) 81 · 0 off
- Mica Profit Sharing/401(k) Plan (AZ) 81 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.