401(k) · DOL Form 5500 · 2022
The Waters Senior Living Management 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 580
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $12,900
- Avg per participant Low balance/head
Official DOL plan name: The Waters 401(k) Retirement Plan · Sponsored by The Waters Senior Living Management · Minnesota · Real Estate
$7M in assets, 580 participants
The Waters Senior Living Management's The Waters 401(k) Retirement Plan reported $7M in total assets and 580 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,803 in Real Estate (5,057 peers)
The Waters Senior Living Management multi-year trail
The Waters Senior Living Management's plans moved +39.2% in assets from 2022 to 2024; this filing shows The Waters 401(k) Retirement Plan at $7M / 580 participants.
- #3,803
- in Real Estate (5,057 peers)
- -6.5%
- assets change YoY
The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Waters 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers
The Waters 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,482,210 Top 41% higher than 59% 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
The Waters 401(k) Retirement 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. The Waters 401(k) Retirement Plan sits mid-pack in the medium band (580 participants).
Plan-year Form 5500 strip
Filing strip 472261071 · The Waters Senior Living Management PY 2022 · 401(k)
The Waters 401(k) Retirement Plan · $7M · 580 · 59th
- TYPE $7M
- NET 580
- BOOK 59th
- VS-ST 401(k)
- BOY near Little Rock Christian Academy 401(k) Profit Sharing Plan and Trust
- SCH ind #3803
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 Minnesota →
The Waters 401(k) Retirement Plan in the asset neighbourhood
The Waters Senior Living Management multi-year asset trail
Sponsor-wide plan assets over time
All The Waters Senior Living Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 39.23026752790953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 580 | $7M |
| 2023 | 1 | 899 | $9M |
| 2024 | 1 | 1,375 | $10M |
The Waters Senior Living Management filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$521K |
| Employer EIN | 472261071 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
The Waters 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Little Rock Christian Academy 401(k) Profit Sharing Plan and Trust in AR ($7M); by covered participants it is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.
- The Motley Fool Holdings, Inc. 401(k) Plan (VA) 580 · 0 off
- Hippo Employee Services Inc. and Its Affiliates 401(k) Plan (CA) 580 · 0 off
- Stimson Lumber Company 401(k) Plan (OR) 580 · 0 off
- Karl Chevrolet, Inc. 401(k) Plan (IA) 580 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.