401(k) · DOL Form 5500 · 2023

Waters Truck and Tractor Co. Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
250
Participants Below avg headcount
65th
Percentile by assets National rank
$55,203
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waters 401(k) Profit Sharing Plan · Sponsored by Waters Truck and Tractor Co. Inc · Mississippi · Retail Trade

$14M in assets, 250 participants

Waters Truck and Tractor Co. Inc's Waters 401(k) Profit Sharing Plan reported $14M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,418 in Retail Trade (8,414 peers)

Waters Truck and Tractor Co. Inc multi-year trail

Waters Truck and Tractor Co. Inc's plans moved +28.1% in assets from 2022 to 2024; this filing shows Waters 401(k) Profit Sharing Plan at $14M / 250 participants.

#6,418
in Retail Trade (8,414 peers)
+18.2%
assets growth YoY

Waters 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$13,800,727 Top 35% higher than 65% 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 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters 401(k) Profit Sharing Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waters 401(k) Profit Sharing Plan reported net income rose from $414K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Waters 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Waters 401(k) Profit Sharing Plan reported participants rose from 219 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640435228 · Waters Truck and Tractor Co. Inc PY 2023 · 401(k)

Waters 401(k) Profit Sharing Plan · $14M · 250 · 65th

  • EIN $14M
  • EIN 250
  • EIN 65th
  • EIN 401(k)
  • EIN near Crean Lutheran High School 403(b) Plan
  • EIN ind #6418

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 Retail Trade retirement plans → · Plans in Mississippi →

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

Waters 401(k) Profit Sharing PlanWaters 401(k) Profit Sharing…$14MCrean Lutheran High School 403(b) PlanCrean Lutheran High School 4…$14MGordon US, LLC 401(k) Profit Sharing PlanGordon US, LLC 401(k) Profit…$14MStrohm Ballweg, LLP Retirement Savings PlanStrohm Ballweg, LLP Retireme…$14MSupplycore Inc. 401(k) Profit Sharing PlanSupplycore Inc. 401(k) Profi…$14M
End-of-year total assets ($M) among Waters 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waters Truck and Tractor Co. Inc multi-year asset trail

Sponsor-wide plan assets over time

All Waters Truck and Tractor Co. Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.102816070510904% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.7M $15M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 219 $12M
2023 1 250 $14M
2024 1 287 $15M

Waters Truck and Tractor Co. Inc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN640435228
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Waters 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Waters 401(k) Profit Sharing Plan, Total assets ($M): 13.800727 · Participants: 250Waters 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Waters 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Waters 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Crean Lutheran High School 403(b) Plan in CA ($14M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Waters 401(k) Profit Sharing Plan assets move in 2023? ▼
Waters 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Waters Truck and Tractor Co. Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waters Truck and Tractor Co. Inc's sponsor-wide assets grew 28.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Waters 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crean Lutheran High School 403(b) Plan in CA ($14M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Waters 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M 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 640435228.

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.