Defined Benefit (Pension) · DOL Form 5500 · 2022

Waterous Company Pension Plan

Data updated 2026-08-11

$35M
Total assets
58
Participants
85th
Percentile by assets
$609,484
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
58
covered participants
85th
percentile by assets (of 139,126 plans)
$609,484
avg assets per participant

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.

Where Waterous Company Pension Plan sits 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 $2,010,000,000 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

State
Alabama
Industry
Manufacturing

Waterous Company Pension Plan vs the 2022 asset distribution

By assets, Waterous Company Pension Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$35M$35.5M$36M$36.5M$37M 202220232024 $35.4M $35.6M ▲ +0.8%
Total plan assets by year, all Waterous Company plans on file
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 ($B) Participants Waterous Company Pen…, Total assets ($B): 0.035350044 · Participants: 58Waterous Company Pen…Regions Financial Co…, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Co…Regions Financial Co…, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Co…Blue Cross and Blue …, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue …Vulcan Materials Com…, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Com…American Cast Iron P…, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron P…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Waterous Company Pension Plan by total assets, not by location.

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).

Next read for Waterous Company Pension Plan

Scale reading

Ways to act on Waterous Company Pension Plan's numbers.

  • By total assets, Waterous Company Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
  • Waterous Company's sponsor-wide assets have grown 0.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.