401(k) · DOL Form 5500 · 2023

Watermark Estate Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
130
Participants Small participant base
87th
Percentile by assets National rank
$427,971
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Watermark Estate Management Services, LLC 401(k) Plan · Sponsored by Watermark Estate Management Services, LLC · Washington · Administrative & Support Services

$56M in assets, 130 participants

Watermark Estate Management Services, LLC's Watermark Estate Management Services, LLC 401(k) Plan reported $56M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,086 in Administrative & Support Services (4,372 peers)

Coverage in Washington

Watermark Estate Management Services, LLC 401(k) Plan covers 130 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $56M.

#4,086
in Administrative & Support Services (4,372 peers)
+18.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Watermark Estate Management Services, LLC 401(k) Plan's outsized position by total assets

Watermark Estate Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$55,636,167 Top 13% higher than 87% 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 Estate Management Services, LLC 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 Estate Management Services, LLC 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watermark Estate Management Services, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Watermark Estate Management Services, LLC 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Watermark Estate Management Services, LLC 401(k) Plan reported participants rose from 120 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900291946 · Watermark Estate Management Services, LLC PY 2023 · 401(k)

Watermark Estate Management Services, LLC 401(k) Plan · $56M · 130 · 87th

  • 5500 $56M
  • 5500 130
  • 5500 87th
  • 5500 401(k)
  • 5500 near Midwest Veterinary Supply, Inc. 401(k) Plan
  • 5500 ind #4086

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 Administrative & Support Services retirement plans → · Plans in Washington →

Watermark Estate Management Services, LLC 401(k) Plan in the asset neighbourhood

Watermark Estate Management Services, LLC 401(k) PlanWatermark Estate Management …$56MCadence, Inc. 401(k) Plan$56MMidwest Veterinary Supply, Inc. 401(k) PlanMidwest Veterinary Supply, I…$56MAurora Behavioral Health Savings & Retirement PlanAurora Behavioral Health Sav…$56MChargepoint 401(k) Plan$56M
End-of-year total assets ($M) among Watermark Estate Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$56M
Net Income$9M
Employer EIN900291946
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Estate Management Services, LLC)

Sponsor-wide plan assets over time

All Watermark Estate Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 27.169098032501545% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.1M $59.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 120 $47M
2023 1 130 $56M
2024 1 123 $60M

Nearby 401(k) Plans in Washington

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

Watermark Estate Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Watermark Estate Management Services, LLC 401(k) Plan, Total assets ($B): 0.055636167 · Participants: 130Watermark Estate Management Services, LLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Watermark Estate Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Watermark Estate Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Watermark Estate Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Midwest Veterinary Supply, Inc. 401(k) Plan in MN ($56M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Estate Management Services, LLC 401(k) Plan assets move in 2023? ▼
Watermark Estate Management Services, LLC 401(k) Plan grew sharply - up 18.1% during 2023, from $47M to $56M. Reported net income was $9M.
How have Watermark Estate Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Estate Management Services, LLC's sponsor-wide assets grew 27.2%, from $47M to $60M.
Where does Watermark Estate Management Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Estate Management Services, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Watermark Estate Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Veterinary Supply, Inc. 401(k) Plan in MN ($56M, 734 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Estate Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 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 900291946.

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.