Other · DOL Form 5500 · 2022
Wateree Community Actions, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $16,314
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Wateree Community Actions, Inc. · Sponsored by Wateree Community Actions, Inc · South Carolina · Healthcare & Social Assistance
$2M in assets, 125 participants
Wateree Community Actions, Inc's 403(b) Thrift Plan of Wateree Community Actions, Inc. reported $2M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #7,076 in Healthcare & Social Assistance (20,060 peers)
Coverage in South Carolina
403(b) Thrift Plan of Wateree Community Actions, Inc. covers 125 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.
- #7,076
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $318K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Wateree Community Actions, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Wateree Community Actions, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,039,219 34th percentile higher than 34% 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
403(b) Thrift Plan of Wateree Community Actions, Inc. 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. 403(b) Thrift Plan of Wateree Community Actions, Inc. sits mid-pack in the medium band (125 participants).
Published 5500 schedule card
Filing strip 570524980 · Wateree Community Actions, Inc PY 2022 · Other
403(b) Thrift Plan of Wateree Community Actions, Inc. · $2M · 125 · 34th
- TYPE $2M
- TYPE 125
- TYPE 34th
- TYPE Other
- TYPE near Fels Retirement Plan
- TYPE ind #7076
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 South Carolina →
403(b) Thrift Plan of Wateree Community Actions, Inc. in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$318K |
| Employer EIN | 570524980 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wateree Community Actions, Inc)
Sponsor-wide plan assets over time
All Wateree Community Actions, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.051250503256394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $2M |
| 2023 | 1 | 112 | $2M |
| 2024 | 1 | 232 | $3M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $722M · 21,288
- Roper St. Francis Healthcare 403(b) Plan $476M · 5,671
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $291M · 1,000
- Anmed Health Retirement Savings Plan $187M · 3,539
- Tidelands Health 403(b) Retirement Savings Plan $146M · 2,092
403(b) Thrift Plan of Wateree Community Actions, Inc.'s out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Fels Retirement Plan in PA ($2M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Fels Retirement Plan (PA) $2M · 126
- Shcmhc 403(b) Plan (WV) $2M · 455
- Rocky Mountain Public Broadcasting Network 403(b) DC (CO) $2M · 81
- Central New Mexico Housing Corporation 403(b) Plan (NM) $2M · 30
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 125 · 0 off
- The Lexington School Retirement Plan (KY) 125 · 0 off
- Indian Health Care 403(b) Plan (OK) 125 · 0 off
- North Cross School 403(b) DC Plan (VA) 125 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.