401(k) · DOL Form 5500 · 2023

Waters Bassett Direct Plus Co. 401(k) Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$16,500
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waters Bassett Direct Retirement Plan · Sponsored by Waters Bassett Direct Plus Co. · Georgia · Transportation & Warehousing

$17K in assets, 1 participants

Waters Bassett Direct Plus Co.'s Waters Bassett Direct Retirement Plan reported $17K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #70 in Transportation & Warehousing (3,362 peers)

Waters Bassett Direct Plus Co. multi-year trail

Waters Bassett Direct Plus Co.'s plans moved +151.5% in assets from 2022 to 2024; this filing shows Waters Bassett Direct Retirement Plan at $17K / 1 participant.

#70
in Transportation & Warehousing (3,362 peers)
+0.0%
assets growth YoY

Waters Bassett Direct Retirement Plan among the smaller filed plans by assets

Waters Bassett Direct Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,500 2nd percentile higher than 2% of 127,068 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 2023

Waters Bassett Direct Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters Bassett Direct Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 582275296 · Waters Bassett Direct Plus Co. PY 2023 · 401(k)

Waters Bassett Direct Retirement Plan · $17K · 1 · 2nd

  • EBSA $17K
  • PART 1
  • TYPE 2nd
  • NET 401(k)
  • BOOK near Kansas City Vending Corporation 401(k) Plan
  • VS-ST ind #70

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Waters Bassett Direct Retirement Plan in the asset neighbourhood

Waters Bassett Direct Retirement PlanWaters Bassett Direct Retire…$17KKansas City Vending Corporation 401(k) PlanKansas City Vending Corporat…$16KAv Pro Services, Inc. Retirement PlanAv Pro Services, Inc. Retire…$17KMadison Pr Retirement Plan$17KDerby and Company, Inc. Retirement TrustDerby and Company, Inc. Reti…$16K
End-of-year total assets ($M) among Waters Bassett Direct Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waters Bassett Direct Plus Co. multi-year asset trail

Sponsor-wide plan assets over time

All Waters Bassett Direct Plus Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42K 151.5151515151515% vs 2022
2024 filing year
$0.01M$0.02M$0.03M$0.04M$0.05M 202220232024 $0.02M $0.04M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 1 $17K
2023 1 1 $17K
2024 1 1 $42K

Waters Bassett Direct Plus Co. filing trail (2023)

Total Assets (Beginning of Year)$17K
Net Assets (End of Year)$17K
Employer EIN582275296
Plan Effective Date2015-07-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Waters Bassett Direct Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Waters Bassett Direct Retirement Plan, Total assets ($B): 0.0000165 · Participants: 1Waters Bassett Direct Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Waters Bassett Direct Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Waters Bassett Direct Retirement Plan side-by-side with 3 peers →

Waters Bassett Direct Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Kansas City Vending Corporation 401(k) Plan in KS ($16K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waters Bassett Direct Retirement Plan assets move in 2023? ▼
Waters Bassett Direct Retirement Plan held essentially flat - up 0.0% during 2023, from $17K to $17K.
How have Waters Bassett Direct Plus Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waters Bassett Direct Plus Co.'s sponsor-wide assets grew 151.5%, from $17K to $42K.
Where does Waters Bassett Direct Retirement Plan rank by assets among Form 5500 filers? ▼
Waters Bassett Direct Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Waters Bassett Direct Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kansas City Vending Corporation 401(k) Plan in KS ($16K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Waters Bassett Direct Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582275296.

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.