401(k) · DOL Form 5500 · 2023

The Waters Senior Living Management 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
899
Participants Near avg headcount
57th
Percentile by assets National rank
$10,460
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Waters 401(k) Retirement Plan · Sponsored by The Waters Senior Living Management · Minnesota · Real Estate

$9M in assets, 899 participants

The Waters Senior Living Management's The Waters 401(k) Retirement Plan reported $9M in total assets and 899 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,540 in Real Estate (4,727 peers)

The Waters Senior Living Management multi-year trail

The Waters Senior Living Management's plans moved +39.2% in assets from 2022 to 2024; this filing shows The Waters 401(k) Retirement Plan at $9M / 899 participants.

#3,540
in Real Estate (4,727 peers)
+25.7%
assets growth YoY

The Waters 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

The Waters 401(k) Retirement Plan vs every filed plan by assets

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

$9,403,400 Top 43% higher than 57% 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

The Waters 401(k) 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. The Waters 401(k) Retirement Plan sits mid-pack in the medium band (899 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Waters 401(k) Retirement Plan reported net income rose from -$521K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Waters 401(k) Retirement Plan reported participants rose from 580 in the plan year 2022 filing to 899 in the plan year 2023 filing.
  • The Waters 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472261071 · The Waters Senior Living Management PY 2023 · 401(k)

The Waters 401(k) Retirement Plan · $9M · 899 · 57th

  • NET $9M
  • NET 899
  • NET 57th
  • NET 401(k)
  • NET near Justiss Oil Company, Inc. Savings and Retirement Plan
  • NET ind #3540

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 Real Estate retirement plans → · Plans in Minnesota →

The Waters 401(k) Retirement Plan in the asset neighbourhood

The Waters 401(k) Retirement PlanThe Waters 401(k) Retirement…$9MJustiss Oil Company, Inc. Savings and Retirement PlanJustiss Oil Company, Inc. Sa…$9MFairfield Chemical Carriers, Inc. 401(k) Plan and TrustFairfield Chemical Carriers,…$9MEhs Technologies 401(k) Retirement PlanEhs Technologies 401(k) Reti…$9MCurrent Retirement Plan for Collectively Bargained EmployeesCurrent Retirement Plan for …$9M
End-of-year total assets ($M) among The Waters 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Waters Senior Living Management multi-year asset trail

Sponsor-wide plan assets over time

All The Waters Senior Living Management plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.23026752790953% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.48M $10.4M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 580 $7M
2023 1 899 $9M
2024 1 1,375 $10M

The Waters Senior Living Management filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN472261071
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

The Waters 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The Waters 401(k) Retirement Plan, Total assets ($B): 0.0094034 · Participants: 899The Waters 401(k) 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
The Waters 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Waters 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Justiss Oil Company, Inc. Savings and Retirement Plan in LA ($9M); by covered participants it is Travelport Employee Savings Plan in GA (899 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (899 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 The Waters 401(k) Retirement Plan assets move in 2023? ▼
The Waters 401(k) Retirement Plan grew sharply - up 25.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have The Waters Senior Living Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waters Senior Living Management's sponsor-wide assets grew 39.2%, from $7M to $10M.
Which 401(k) plans are similar in size to The Waters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Justiss Oil Company, Inc. Savings and Retirement Plan in LA ($9M, 101 participants).
Which 401(k) plans cover a similar participant headcount to The Waters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Travelport Employee Savings Plan in GA (899 participants, $428M 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 472261071.

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.