401(k) · DOL Form 5500 · 2023

Waterway Partners LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$243,066
Avg per participant Above avg balance/head
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Official DOL plan name: Waterway Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Waterway Partners LLC · Massachusetts · Professional & Technical Services

$3M in assets, 13 participants

Waterway Partners LLC's Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,775 in Professional & Technical Services (20,321 peers)

Waterway Partners LLC multi-year trail

Waterway Partners LLC's plans moved +29.3% in assets from 2022 to 2024; this filing shows Waterway Partners LLC 401(k) Profit Sharing Plan & Trust at $3M / 13 participants.

#6,775
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,159,863 36th percentile higher than 36% 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

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterway Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$752K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 16 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 832803820 · Waterway Partners LLC PY 2023 · 401(k)

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust · $3M · 13 · 36th

  • SCH $3M
  • EBSA 13
  • PART 36th
  • TYPE 401(k)
  • NET near Team Laurino 401(k) Plan
  • BOOK ind #6775

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Waterway Partners LLC 401(k) Profit Sharing Plan & TrustWaterway Partners LLC 401(k)…$3MTeam Laurino 401(k) Plan$3MEncore Dredging Retirement PlanEncore Dredging Retirement P…$3MBremen-Bowdon Investment Company Retirement PlanBremen-Bowdon Investment Com…$3MDoc 401(k) Plan$3M
End-of-year total assets ($M) among Waterway Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waterway Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Waterway Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.288528660979658% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $3.93M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 13 $3M
2024 1 15 $4M

Waterway Partners LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$123K
Employer EIN832803820
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Waterway Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003159863 · Participants: 13Waterway Partners LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Waterway Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Team Laurino 401(k) Plan in NY ($3M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); 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 Waterway Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Waterway Partners LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.0% during 2023, from $3M to $3M. Reported net income was $123K.
How have Waterway Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterway Partners LLC's sponsor-wide assets grew 29.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Waterway Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Team Laurino 401(k) Plan in NY ($3M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Waterway Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 832803820.

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.