401(k) · DOL Form 5500 · 2022

Watermark Insights, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
200
Participants Below avg headcount
73rd
Percentile by assets National rank
$76,588
Avg per participant Below avg balance/head
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Official DOL plan name: Watermark Insights 401(k) Plan · Sponsored by Watermark Insights, LLC · Texas · Educational Services

$15M in assets, 200 participants

Watermark Insights, LLC's Watermark Insights 401(k) Plan reported $15M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,234 in Educational Services (4,024 peers)

Coverage in Texas

Watermark Insights 401(k) Plan covers 200 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#2,234
in Educational Services (4,024 peers)
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Watermark Insights 401(k) Plan's outsized position by total assets

Watermark Insights 401(k) Plan vs every filed plan by assets

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

$15,317,520 Top 27% higher than 73% 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 Insights 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 Insights 401(k) Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 134092743 · Watermark Insights, LLC PY 2022 · 401(k)

Watermark Insights 401(k) Plan · $15M · 200 · 73rd

  • VS-ST $15M
  • VS-ST 200
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Perfection Learning Corporation 401(k) Ps Plan & Trust
  • VS-ST ind #2234

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 Educational Services retirement plans → · Plans in Texas →

Watermark Insights 401(k) Plan in the asset neighbourhood

Watermark Insights 401(k) PlanWatermark Insights 401(k) Pl…$15MPerfection Learning Corporation 401(k) Ps Plan & TrustPerfection Learning Corporat…$15MShc Direct, LLC Dba Inte Q 401(k) Ps PlanShc Direct, LLC Dba Inte Q 4…$15MFinish Thompson, Inc. Profit Sharing and Savings & Match PlanFinish Thompson, Inc. Profit…$15MSequoia Equities 401(k) Plan$15M
End-of-year total assets ($M) among Watermark Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN134092743
Plan Effective Date2018-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Insights, LLC)

Sponsor-wide plan assets over time

All Watermark Insights, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 67.35607330690608% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.3M $25.6M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 200 $15M
2023 1 218 $21M
2024 1 213 $26M

Nearby 401(k) Plans in Texas

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

Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Watermark Insights 401(k) Plan, Total assets ($B): 0.01531752 · Participants: 200Watermark Insights 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Watermark Insights 401(k) Plan side-by-side with 3 peers →

Watermark Insights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Perfection Learning Corporation 401(k) Ps Plan & Trust in IA ($15M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Insights 401(k) Plan assets move in 2022? ▼
Watermark Insights 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $18M to $15M. Reported net income was -$2M.
How have Watermark Insights, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Insights, LLC's sponsor-wide assets grew 67.4%, from $15M to $26M.
Which 401(k) plans are similar in size to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perfection Learning Corporation 401(k) Ps Plan & Trust in IA ($15M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 134092743.

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.