401(k) · DOL Form 5500 · 2023
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $373,010
- Avg per participant High balance/head
Official DOL plan name: Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan · Sponsored by Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. · Arizona · Professional & Technical Services
$6M in assets, 15 participants
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.'s Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan reported $6M in total assets and 15 participants in its 2023 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.
- #9,055 in Professional & Technical Services (20,321 peers)
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. multi-year trail
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.'s plans moved -54.0% in assets from 2023 to 2024; this filing shows Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan at $6M / 15 participants.
- #9,055
- in Professional & Technical Services (20,321 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,595,150 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing 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. Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 860257880 · Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. PY 2023 · 401(k)
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan · $6M · 15 · 46th
- SCH $6M
- EBSA 15
- PART 46th
- TYPE 401(k)
- NET near Callfire, Inc. Retirement Trust
- BOOK ind #9055
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 Arizona →
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 54.002037478887964% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 15 | $6M |
| 2024 | 1 | 17 | $3M |
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$230K |
| Employer EIN | 860257880 |
| Plan Effective Date | 1987-07-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Waterfall, Economidis, Caldwell, Hanshaw, Villamana, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Callfire, Inc. Retirement Trust in CA ($6M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Dnt Conklin Inc. Retirement Plan (GA) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.