401(k) · DOL Form 5500 · 2022

Waterton Associates 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,888
Participants Near avg headcount
86th
Percentile by assets National rank
$20,990
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterton 401(k) Profit Sharing Plan · Sponsored by Waterton Associates · Illinois · Real Estate

$40M in assets, 1,888 participants

Waterton Associates's Waterton 401(k) Profit Sharing Plan reported $40M in total assets and 1,888 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,781 in Real Estate (5,057 peers)

Coverage in Illinois

Waterton 401(k) Profit Sharing Plan covers 1,888 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $40M.

#4,781
in Real Estate (5,057 peers)
-14.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterton 401(k) Profit Sharing Plan's outsized position by total assets

Waterton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,629,378 Top 14% higher than 86% 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

Waterton 401(k) Profit Sharing 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. Waterton 401(k) Profit Sharing Plan lands in the large band (1,888 participants).

EBSA filing schedule strip

Filing strip 364020229 · Waterton Associates PY 2022 · 401(k)

Waterton 401(k) Profit Sharing Plan · $40M · 1,888 · 86th

  • PART $40M
  • PART 1,888
  • PART 86th
  • PART 401(k)
  • PART near Bucher Hydraulics, Inc. 401(k) Savings and Profit Sharing Plan
  • PART ind #4781

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 Illinois →

Waterton 401(k) Profit Sharing Plan in the asset neighbourhood

Fyda, Inc. 401(k) Plan$40MWaterton 401(k) Profit Sharing PlanWaterton 401(k) Profit Shari…$40MBucher Hydraulics, Inc. 401(k) Savings and Profit Sharing PlanBucher Hydraulics, Inc. 401(…$40MSbera 401(k) Plan as Adopted by Dedham Institution for SavingsSbera 401(k) Plan as Adopted…$40MDungarvin 401(k) Retirement PlanDungarvin 401(k) Retirement …$40M
End-of-year total assets ($M) among Waterton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$40M
Net Income-$7M
Employer EIN364020229
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterton Associates)

Sponsor-wide plan assets over time

All Waterton Associates plans reported in each filing year

Latest sponsor-wide plan assets
$54M 35.36070639312078% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.6M $53.6M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 1,888 $40M
2023 1 2,218 $48M
2024 1 765 $54M

Nearby 401(k) Plans in Illinois

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

Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Waterton 401(k) Profit Sharing Plan, Total assets ($B): 0.039629378 · Participants: 1888Waterton 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Waterton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Waterton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bucher Hydraulics, Inc. 401(k) Savings and Profit Sharing Plan in MI ($40M); by covered participants it is Ashland Employee Savings Plan in DE (1,887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,888 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 Waterton 401(k) Profit Sharing Plan assets move in 2022? ▼
Waterton 401(k) Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $46M to $40M. Reported net income was -$7M.
How have Waterton Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterton Associates's sponsor-wide assets grew 35.4%, from $40M to $54M.
Where does Waterton 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Waterton 401(k) Profit Sharing Plan ranks in the 86th 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 Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bucher Hydraulics, Inc. 401(k) Savings and Profit Sharing Plan in MI ($40M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ashland Employee Savings Plan in DE (1,887 participants, $1.2B 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 364020229.

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.