401(k) · DOL Form 5500 · 2023

WATER.ORG 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
67
Participants Small participant base
57th
Percentile by assets National rank
$138,947
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Water.Org 401(k) Plan · Sponsored by WATER.ORG · Missouri · Utilities

$9M in assets, 67 participants

WATER.ORG's Water.Org 401(k) Plan reported $9M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #170 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Water.Org 401(k) Plan ranks #170 of 721 2023 filers by assets (5768% of the sector average)-$9M for 67 participants.

#170
in Utilities (721 peers)
+30.1%
assets growth YoY

Water.Org 401(k) Plan's mid-pack asset rank among Utilities and all filers

Water.Org 401(k) Plan vs every filed plan by assets

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

$9,309,438 Top 43% higher than 57% 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

Water.Org 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Water.Org 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Water.Org 401(k) Plan reported net income rose from -$904K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Water.Org 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582060131 · WATER.ORG PY 2023 · 401(k)

Water.Org 401(k) Plan · $9M · 67 · 57th

  • VS-ST $9M
  • VS-ST 67
  • VS-ST 57th
  • VS-ST 401(k)
  • VS-ST near California Drywall Employee Stock Ownership Plan
  • VS-ST ind #170

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 Utilities retirement plans → · Plans in Missouri →

Water.Org 401(k) Plan in the asset neighbourhood

Water.Org 401(k) Plan$9MCalifornia Drywall Employee Stock Ownership PlanCalifornia Drywall Employee …$9MBeta Bionics 401(k) Plan$9MQuality of Life Health Services, Inc. 401(k) PlanQuality of Life Health Servi…$9MAtomwise 401(k) Plan$9M
End-of-year total assets ($M) among Water.Org 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN582060131
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WATER.ORG)

Sponsor-wide plan assets over time

All WATER.ORG plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.07082478874594% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.16M $11M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 67 $7M
2023 1 67 $9M
2024 1 64 $11M

Nearby 401(k) Plans in Missouri

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

Water.Org 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Water.Org 401(k) Plan, Total assets ($B): 0.009309438 · Participants: 67Water.Org 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Water.Org 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Water.Org 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is California Drywall Employee Stock Ownership Plan in CA ($9M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Water.Org 401(k) Plan assets move in 2023?
Water.Org 401(k) Plan surged - up 30.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have WATER.ORG plan assets changed over time?
Across 3 plan years on file (2022-2024), WATER.ORG's sponsor-wide assets grew 53.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Water.Org 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is California Drywall Employee Stock Ownership Plan in CA ($9M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Water.Org 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A in assets).