401(k) · DOL Form 5500 · 2022

Watermark Retirement Communities, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
3,904
Participants Above avg headcount
87th
Percentile by assets National rank
$11,171
Avg per participant Low balance/head
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Official DOL plan name: Watermark Retirement Communities, LLC 401(k) Plan · Sponsored by Watermark Retirement Communities, LLC · Arizona · Healthcare & Social Assistance

$44M in assets, 3,904 participants

Watermark Retirement Communities, LLC's Watermark Retirement Communities, LLC 401(k) Plan reported $44M in total assets and 3,904 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.

  • #17,831 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Watermark Retirement Communities, LLC 401(k) Plan covers 3,904 participants in Arizona, 6.9x the typical Arizona plan (state average ~564 per filing). Assets: $44M.

#17,831
in Healthcare & Social Assistance (20,060 peers)
-5.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Watermark Retirement Communities, LLC 401(k) Plan's outsized position by total assets

Watermark Retirement Communities, LLC 401(k) Plan vs every filed plan by assets

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

$43,613,413 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 Retirement Communities, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watermark Retirement Communities, LLC 401(k) Plan lands in the large band (3,904 participants).

Plan-year Form 5500 strip

Filing strip 860587483 · Watermark Retirement Communities, LLC PY 2022 · 401(k)

Watermark Retirement Communities, LLC 401(k) Plan · $44M · 3,904 · 87th

  • TYPE $44M
  • TYPE 3,904
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Hop Energy, LLC 401(k) Plan
  • TYPE ind #17831

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Watermark Retirement Communities, LLC 401(k) Plan in the asset neighbourhood

Watermark Retirement Communities, LLC 401(k) PlanWatermark Retirement Communi…$44MHop Energy, LLC 401(k) Plan$44MRyder Scott Company Petroleum Engineers Profit Sharing PlanRyder Scott Company Petroleu…$44MTeneo Holdings LLC 401(k) PlanTeneo Holdings LLC 401(k) Pl…$44MMilestone Technologies, Inc 401(k) Profit Sharing PlanMilestone Technologies, Inc …$44M
End-of-year total assets ($M) among Watermark Retirement Communities, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$44M
Net Income-$3M
Employer EIN860587483
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Retirement Communities, LLC)

Sponsor-wide plan assets over time

All Watermark Retirement Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 23.392853936929907% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $53.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 3,904 $44M
2023 1 4,177 $52M
2024 1 3,977 $54M

Nearby 401(k) Plans in Arizona

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

Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -101234 Total assets ($B) Participants Watermark Retirement Communities, LLC 401(k) Plan, Total assets ($B): 0.043613413 · Participants: 3904Watermark Retirement Communities, LLC 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Watermark Retirement Communities, LLC 401(k) Plan side-by-side with 3 peers →

Watermark Retirement Communities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hop Energy, LLC 401(k) Plan in NY ($44M); by covered participants it is Hawaiian Airlines, Inc. 401(k) Savings Plan in HI (3,905 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,904 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 Retirement Communities, LLC 401(k) Plan assets move in 2022? ▼
Watermark Retirement Communities, LLC 401(k) Plan pulled back noticeably - down 5.8% during 2022, from $46M to $44M. Reported net income was -$3M.
How have Watermark Retirement Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Retirement Communities, LLC's sponsor-wide assets grew 23.4%, from $44M to $54M.
Where does Watermark Retirement Communities, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Retirement Communities, 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 Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hop Energy, LLC 401(k) Plan in NY ($44M, 503 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawaiian Airlines, Inc. 401(k) Savings Plan in HI (3,905 participants, $383M 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 860587483.

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.