Defined Benefit (Pension) · DOL Form 5500 · 2022

Waterous Company Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
58
Participants Small participant base
85th
Percentile by assets National rank
$609,484
Avg per participant High balance/head
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Official DOL plan name: Waterous Company Pension Plan · Sponsored by Waterous Company · Alabama · Manufacturing

$35M in assets, 58 participants

Waterous Company's Waterous Company Pension Plan reported $35M in total assets and 58 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.

  • #16,078 in Manufacturing (20,602 peers)

Where Waterous Company Pension Plan sits by assets

Waterous Company Pension Plan sits in the top quartile of all filed plans by assets, $35M for 58 participants (~$609,484/participant), down 27.6% in 2022.

#16,078
in Manufacturing (20,602 peers)
-27.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterous Company Pension Plan's outsized position by total assets

Waterous Company Pension Plan vs every filed plan by assets

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

$35,350,044 Top 15% higher than 85% 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

Waterous Company Pension 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. Waterous Company Pension Plan is a small filing (58 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 410600750 · Waterous Company PY 2022 · Defined Benefit (Pension)

Waterous Company Pension Plan · $35M · 58 · 85th

  • TYPE $35M
  • NET 58
  • BOOK 85th
  • VS-ST Defined Benefit (Pension)
  • BOY near Twin Cities & Vicinity Conference Board Pension Trust
  • SCH ind #16078

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 Manufacturing retirement plans → · Plans in Alabama →

Waterous Company Pension Plan in the asset neighbourhood

Twin Cities & Vicinity Conference Board Pension TrustTwin Cities & Vicinity Confe…$35MWaterous Company Pension Plan$35MFood Pantry, Ltd. Pension PlanFood Pantry, Ltd. Pension Pl…$35MLifepoint Marquette Pension PlanLifepoint Marquette Pension …$35MKeweenaw Bay Indian Community Defined Benefit PlanKeweenaw Bay Indian Communit…$35M
End-of-year total assets ($M) among Waterous Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$35M
Net Income-$13M
Employer EIN410600750
Plan Effective Date1954-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterous Company)

Sponsor-wide plan assets over time

All Waterous Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 0.7867118920700636% vs 2022
2024 filing year
$35M$35.5M$36M$36.5M$37M 202220232024 $35.4M $35.6M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 58 $35M
2023 1 53 $36M
2024 1 47 $36M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Waterous Company Pension Plan, Total assets ($B): 0.035350044 · Participants: 58Waterous Company Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Waterous Company Pension Plan side-by-side with 3 peers →

Waterous Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Twin Cities & Vicinity Conference Board Pension Trust in MN ($35M); by covered participants it is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants). Same-state nearby plans are listed separately above.

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 Waterous Company Pension Plan assets move in 2022? ▼
Waterous Company Pension Plan declined sharply - down 27.6% during 2022, from $49M to $35M. Reported net income was -$13M.
How have Waterous Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterous Company's sponsor-wide assets grew 0.8%, from $35M to $36M.
Where does Waterous Company Pension Plan rank by assets among Form 5500 filers? ▼
Waterous Company Pension Plan ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Cities & Vicinity Conference Board Pension Trust in MN ($35M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants, $9M 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 410600750.

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.