401(k) · DOL Form 5500 · 2023

Watermark Insights, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
218
Participants Below avg headcount
74th
Percentile by assets National rank
$98,276
Avg per participant Below avg balance/head
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Official DOL plan name: Watermark Insights 401(k) Plan · Sponsored by Watermark Insights, LLC · Texas · Educational Services

$21M in assets, 218 participants

Watermark Insights, LLC's Watermark Insights 401(k) Plan reported $21M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,132 in Educational Services (3,735 peers)

Coverage in Texas

Watermark Insights 401(k) Plan covers 218 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#2,132
in Educational Services (3,735 peers)
+39.9%
assets growth YoY

Watermark Insights 401(k) Plan's outsized position by total assets

Watermark Insights 401(k) Plan vs every filed plan by assets

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

$21,424,116 Top 26% higher than 74% 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

Watermark Insights 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. Watermark Insights 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watermark Insights 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Watermark Insights 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Watermark Insights 401(k) Plan reported participants rose from 200 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134092743 · Watermark Insights, LLC PY 2023 · 401(k)

Watermark Insights 401(k) Plan · $21M · 218 · 74th

  • ASSETS $21M
  • ASSETS 218
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Pelican State Credit Union Capital Accumulation Plan
  • ASSETS ind #2132

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 Educational Services retirement plans → · Plans in Texas →

Watermark Insights 401(k) Plan in the asset neighbourhood

Reingold, Inc. 401(k) Plan$21MWatermark Insights 401(k) PlanWatermark Insights 401(k) Pl…$21MPelican State Credit Union Capital Accumulation PlanPelican State Credit Union C…$21MMatalco (U.S.), Inc. 401(k) PlanMatalco (U.S.), Inc. 401(k) …$21MMotco, Inc. 401(k) & Profit Sharing PlanMotco, Inc. 401(k) & Profit …$21M
End-of-year total assets ($M) among Watermark Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN134092743
Plan Effective Date2018-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Insights, LLC)

Sponsor-wide plan assets over time

All Watermark Insights, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 67.35607330690608% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.3M $25.6M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 200 $15M
2023 1 218 $21M
2024 1 213 $26M

Nearby 401(k) Plans in Texas

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

Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Watermark Insights 401(k) Plan, Total assets ($B): 0.021424116 · Participants: 218Watermark Insights 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
Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Watermark Insights 401(k) Plan side-by-side with 3 peers →

Watermark Insights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pelican State Credit Union Capital Accumulation Plan in LA ($21M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Watermark Insights 401(k) Plan assets move in 2023? ▼
Watermark Insights 401(k) Plan surged - up 39.9% during 2023, from $15M to $21M. Reported net income was $6M.
How have Watermark Insights, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Insights, LLC's sponsor-wide assets grew 67.4%, from $15M to $26M.
Which 401(k) plans are similar in size to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pelican State Credit Union Capital Accumulation Plan in LA ($21M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 134092743.

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.