401(k) · DOL Form 5500 · 2022

Waterman Communities, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
319
Participants Below avg headcount
46th
Percentile by assets National rank
$12,582
Avg per participant Low balance/head
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Official DOL plan name: Waterman Village 401(k) Retirement Plan · Sponsored by Waterman Communities, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 319 participants

Waterman Communities, Inc.'s Waterman Village 401(k) Retirement Plan reported $4M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,255 in Healthcare & Social Assistance (20,060 peers)

Waterman Communities, Inc. multi-year trail

Waterman Communities, Inc.'s plans moved +26.9% in assets from 2022 to 2023; this filing shows Waterman Village 401(k) Retirement Plan at $4M / 319 participants.

#10,255
in Healthcare & Social Assistance (20,060 peers)
+15.4%
assets growth YoY

Waterman Village 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Waterman Village 401(k) Retirement Plan vs every filed plan by assets

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

$4,013,721 46th percentile higher than 46% 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

Waterman Village 401(k) Retirement Plan 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. Waterman Village 401(k) Retirement Plan sits mid-pack in the medium band (319 participants).

Plan-year Form 5500 strip

Filing strip 592867652 · Waterman Communities, Inc. PY 2022 · 401(k)

Waterman Village 401(k) Retirement Plan · $4M · 319 · 46th

  • RANK $4M
  • RANK 319
  • RANK 46th
  • RANK 401(k)
  • RANK near Ayres, Jenkins, Gordy & Almand, P.a. Profit Sharing Plan
  • RANK ind #10255

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 Florida →

Waterman Village 401(k) Retirement Plan in the asset neighbourhood

Waterman Village 401(k) Retirement PlanWaterman Village 401(k) Reti…$4MAyres, Jenkins, Gordy & Almand, P.a. Profit Sharing PlanAyres, Jenkins, Gordy & Alma…$4MNewport Children's School, Inc. 401(k) Profit Sharing PlanNewport Children's School, I…$4MEndicott Research Group Employee Savings PlanEndicott Research Group Empl…$4MZinus, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Waterman Village 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waterman Communities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waterman Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.865071089893895% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M$5.5M 20222023 $4.01M $5.09M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 319 $4M
2023 1 N/A $5M

Waterman Communities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$536K
Employer EIN592867652
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Waterman Village 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Waterman Village 401(k) Retirement Plan, Total assets ($B): 0.004013721 · Participants: 319Waterman Village 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Waterman Village 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Waterman Village 401(k) Retirement Plan side-by-side with 3 peers →

Waterman Village 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ayres, Jenkins, Gordy & Almand, P.a. Profit Sharing Plan in MD ($4M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Waterman Village 401(k) Retirement Plan assets move in 2022? ▼
Waterman Village 401(k) Retirement Plan grew sharply - up 15.4% during 2022, from $3M to $4M. Reported net income was $536K.
How have Waterman Communities, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waterman Communities, Inc.'s sponsor-wide assets grew 26.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Waterman Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ayres, Jenkins, Gordy & Almand, P.a. Profit Sharing Plan in MD ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Waterman Village 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants, $605K 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 592867652.

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.