401(k) · DOL Form 5500 · 2022
Waterfront Group, PLC, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $151,867
- Avg per participant Above avg balance/head
Official DOL plan name: Waterfront Group PLC, LLC 401(k) · Sponsored by Waterfront Group, PLC, LLC · North Carolina · Real Estate
$5M in assets, 30 participants
Waterfront Group, PLC, LLC's Waterfront Group PLC, LLC 401(k) reported $5M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,374 in Real Estate (5,057 peers)
What the 2022 filing shows
Waterfront Group PLC, LLC 401(k) holds $5M for 30 participants - about $151,867 per participant, in the lower half of filed plans by assets.
- #3,374
- in Real Estate (5,057 peers)
- +4.6%
- assets growth YoY
Waterfront Group PLC, LLC 401(k)'s mid-pack asset rank among Real Estate and all filers
Waterfront Group PLC, LLC 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,555,997 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waterfront Group PLC, LLC 401(k) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterfront Group PLC, LLC 401(k) is a small filing (30 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 455228714 · Waterfront Group, PLC, LLC PY 2022 · 401(k)
Waterfront Group PLC, LLC 401(k) · $5M · 30 · 49th
- TYPE $5M
- NET 30
- BOOK 49th
- VS-ST 401(k)
- BOY near Amtis, Inc. 401(k) Plan
- SCH ind #3374
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 Real Estate retirement plans → · Plans in North Carolina →
Waterfront Group PLC, LLC 401(k) in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $201K |
| Employer EIN | 455228714 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Waterfront Group PLC, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Amtis, Inc. 401(k) Plan in FL ($5M); by covered participants it is Spark451 Inc. 401(k) Plan in NY (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Amtis, Inc. 401(k) Plan (FL) $5M · 219
- Sunshine Village Retirement Plan (MA) $5M · 175
- Mac Medical, Inc. Employees 401(k) Plan (IL) $5M · 109
- Strata Oncology, Inc. Safe Harbor 401(k) Plan (MI) $5M · 132
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- Spark451 Inc. 401(k) Plan (NY) 30 · 0 off
- Echols Metal LLC 401(k) Profit Sharing Plan (AL) 30 · 0 off
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 30 · 0 off
- Title Houston Holdings, Ltd 401(k) Plan (TX) 30 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.