401(k) · DOL Form 5500 · 2023

Waterfront Brands 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
265
Participants Below avg headcount
58th
Percentile by assets National rank
$36,143
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterfront Brands Retirement Plan · Sponsored by Waterfront Brands · Minnesota · Manufacturing

$10M in assets, 265 participants

Waterfront Brands's Waterfront Brands Retirement Plan reported $10M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,162 in Manufacturing (18,722 peers)

Coverage in Minnesota

Waterfront Brands Retirement Plan covers 265 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#8,162
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY

Waterfront Brands Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Waterfront Brands Retirement Plan vs every filed plan by assets

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

$9,577,818 Top 42% higher than 58% 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

Waterfront Brands Retirement 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. Waterfront Brands Retirement Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterfront Brands Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Waterfront Brands Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Waterfront Brands Retirement Plan reported participants rose from 225 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842055726 · Waterfront Brands PY 2023 · 401(k)

Waterfront Brands Retirement Plan · $10M · 265 · 58th

  • PART $10M
  • TYPE 265
  • NET 58th
  • BOOK 401(k)
  • VS-ST near Child & Family Service 401(k) Plan
  • BOY ind #8162

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 Manufacturing retirement plans → · Plans in Minnesota →

Waterfront Brands Retirement Plan in the asset neighbourhood

Waterfront Brands Retirement PlanWaterfront Brands Retirement…$10MChild & Family Service 401(k) PlanChild & Family Service 401(k…$10MAlira Health 401(k) Plan$10MFoam Distributors 401(k) and Profit Sharing PlanFoam Distributors 401(k) and…$10MHdina 401(k) Plan$10M
End-of-year total assets ($M) among Waterfront Brands Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN842055726
Plan Effective Date2013-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfront Brands)

Sponsor-wide plan assets over time

All Waterfront Brands plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.53918321737302% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.81M $10.8M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 225 $8M
2023 1 265 $10M
2024 1 289 $11M

Nearby 401(k) Plans in Minnesota

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

Waterfront Brands Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Waterfront Brands Retirement Plan, Total assets ($B): 0.009577818 · Participants: 265Waterfront Brands Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Waterfront Brands Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Waterfront Brands Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Child & Family Service 401(k) Plan in HI ($10M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Waterfront Brands Retirement Plan assets move in 2023? ▼
Waterfront Brands Retirement Plan grew sharply - up 22.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Waterfront Brands plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfront Brands's sponsor-wide assets grew 38.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Waterfront Brands Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Child & Family Service 401(k) Plan in HI ($10M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Waterfront Brands Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A 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 842055726.

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.