401(k) · DOL Form 5500 · 2023

Waterbridge Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
368
Participants Below avg headcount
71st
Percentile by assets National rank
$50,508
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterbridge Management Company 401(k) Plan · Sponsored by Waterbridge Management Company, LLC · Texas · Utilities

$19M in assets, 368 participants

Waterbridge Management Company, LLC's Waterbridge Management Company 401(k) Plan reported $19M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #244 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Waterbridge Management Company 401(k) Plan ranks #244 of 721 2023 filers by assets (2889% of the sector average)-$19M for 368 participants.

#244
in Utilities (721 peers)
+55.1%
assets growth YoY

Waterbridge Management Company 401(k) Plan's outsized position by total assets

Waterbridge Management Company 401(k) Plan vs every filed plan by assets

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

$18,587,055 Top 29% higher than 71% 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

Waterbridge Management Company 401(k) 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. Waterbridge Management Company 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterbridge Management Company 401(k) Plan reported net income rose from $403K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Waterbridge Management Company 401(k) Plan reported participants rose from 237 in the plan year 2022 filing to 368 in the plan year 2023 filing.
  • Waterbridge Management Company 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364898754 · Waterbridge Management Company, LLC PY 2023 · 401(k)

Waterbridge Management Company 401(k) Plan · $19M · 368 · 71st

  • BOY $19M
  • SCH 368
  • EBSA 71st
  • PART 401(k)
  • TYPE near Organically Grown Company 401(k) Plan
  • NET ind #244

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 Texas →

Waterbridge Management Company 401(k) Plan in the asset neighbourhood

Waterbridge Management Company 401(k) PlanWaterbridge Management Compa…$19MOrganically Grown Company 401(k) PlanOrganically Grown Company 40…$19MNextedge 401(k) Plan$19MAntares Vision 401(k) Plan$19MAccusoft Corporation 401(k) PlanAccusoft Corporation 401(k) …$19M
End-of-year total assets ($M) among Waterbridge Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$7M
Employer EIN364898754
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterbridge Management Company, LLC)

Sponsor-wide plan assets over time

All Waterbridge Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 115.55034291811053% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12M $25.8M ▲ +115.5%
Year Plans Participants Total Assets
2022 1 237 $12M
2023 1 368 $19M
2024 1 425 $26M

Nearby 401(k) Plans in Texas

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

Waterbridge Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waterbridge Management Company 401(k) Plan, Total assets ($B): 0.018587055 · Participants: 368Waterbridge Management Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Waterbridge Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waterbridge Management Company 401(k) Plan side-by-side with 3 peers →

Waterbridge Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Organically Grown Company 401(k) Plan in OR ($19M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Waterbridge Management Company 401(k) Plan assets move in 2023? ▼
Waterbridge Management Company 401(k) Plan surged - up 55.1% during 2023, from $12M to $19M. Reported net income was $7M.
How have Waterbridge Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterbridge Management Company, LLC's sponsor-wide assets grew 115.6%, from $12M to $26M.
Which 401(k) plans are similar in size to Waterbridge Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Organically Grown Company 401(k) Plan in OR ($19M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Waterbridge Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 364898754.

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.