401(k) · DOL Form 5500 · 2022

Watermark Estate Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
120
Participants Small participant base
87th
Percentile by assets National rank
$392,694
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Watermark Estate Management Services, LLC 401(k) Plan · Sponsored by Watermark Estate Management Services, LLC · Washington · Administrative & Support Services

$47M in assets, 120 participants

Watermark Estate Management Services, LLC's Watermark Estate Management Services, LLC 401(k) Plan reported $47M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,649 in Administrative & Support Services (4,927 peers)

Coverage in Washington

Watermark Estate Management Services, LLC 401(k) Plan covers 120 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $47M.

#4,649
in Administrative & Support Services (4,927 peers)
-14.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Watermark Estate Management Services, LLC 401(k) Plan's outsized position by total assets

Watermark Estate Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$47,123,239 Top 13% higher than 87% 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

Watermark Estate Management Services, LLC 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. Watermark Estate Management Services, LLC 401(k) Plan sits mid-pack in the medium band (120 participants).

DOL schedule card

Filing strip 900291946 · Watermark Estate Management Services, LLC PY 2022 · 401(k)

Watermark Estate Management Services, LLC 401(k) Plan · $47M · 120 · 87th

  • 5500 $47M
  • 5500 120
  • 5500 87th
  • 5500 401(k)
  • 5500 near Datadirect Networks, Inc. Profit Sharing 401(k) Plan
  • 5500 ind #4649

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 Administrative & Support Services retirement plans → · Plans in Washington →

Watermark Estate Management Services, LLC 401(k) Plan in the asset neighbourhood

Ark-La-Tex Financial Services, LLC 401(k) PlanArk-La-Tex Financial Service…$47MCeva U.S. Holdings 401(k) PlanCeva U.S. Holdings 401(k) Pl…$47MWatermark Estate Management Services, LLC 401(k) PlanWatermark Estate Management …$47MDatadirect Networks, Inc. Profit Sharing 401(k) PlanDatadirect Networks, Inc. Pr…$47MBrockway-Smith Company Savings & Investment Plan TrustBrockway-Smith Company Savin…$47M
End-of-year total assets ($M) among Watermark Estate Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$47M
Net Income-$8M
Employer EIN900291946
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Estate Management Services, LLC)

Sponsor-wide plan assets over time

All Watermark Estate Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 27.169098032501545% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.1M $59.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 120 $47M
2023 1 130 $56M
2024 1 123 $60M

Nearby 401(k) Plans in Washington

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

Watermark Estate Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Watermark Estate Management Services, LLC 401(k) Plan, Total assets ($B): 0.047123239 · Participants: 120Watermark Estate Management Services, LLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Watermark Estate Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Watermark Estate Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Watermark Estate Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Datadirect Networks, Inc. Profit Sharing 401(k) Plan in CA ($47M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Watermark Estate Management Services, LLC 401(k) Plan assets move in 2022? ▼
Watermark Estate Management Services, LLC 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $55M to $47M. Reported net income was -$8M.
How have Watermark Estate Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Estate Management Services, LLC's sponsor-wide assets grew 27.2%, from $47M to $60M.
Where does Watermark Estate Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Estate Management Services, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Watermark Estate Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datadirect Networks, Inc. Profit Sharing 401(k) Plan in CA ($47M, 459 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Estate Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 900291946.

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.