401(k) · DOL Form 5500 · 2023

Waters & Kraus, LLP 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
92
Participants Small participant base
76th
Percentile by assets National rank
$262,606
Avg per participant High balance/head
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Official DOL plan name: Waters & Kraus, L.L.P. Retirement Plan · Sponsored by Waters & Kraus, LLP · Texas · Professional & Technical Services

$24M in assets, 92 participants

Waters & Kraus, LLP's Waters & Kraus, L.L.P. Retirement Plan reported $24M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,487 in Professional & Technical Services (20,321 peers)

Where Waters & Kraus, L.L.P. Retirement Plan sits by assets

Waters & Kraus, L.L.P. Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 92 participants (~$262,606/participant), up 24.7% in 2023.

#15,487
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Waters & Kraus, L.L.P. Retirement Plan's outsized position by total assets

Waters & Kraus, L.L.P. Retirement Plan vs every filed plan by assets

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

$24,159,782 Top 24% higher than 76% 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

Waters & Kraus, L.L.P. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters & Kraus, L.L.P. Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waters & Kraus, L.L.P. Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Waters & Kraus, L.L.P. Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Waters & Kraus, L.L.P. Retirement Plan reported participants rose from 83 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752797531 · Waters & Kraus, LLP PY 2023 · 401(k)

Waters & Kraus, L.L.P. Retirement Plan · $24M · 92 · 76th

  • EBSA $24M
  • PART 92
  • TYPE 76th
  • NET 401(k)
  • BOOK near Kansas Medical Center, LLC Profit Sharing/401(k) Pl & Tr
  • VS-ST ind #15487

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 Professional & Technical Services retirement plans → · Plans in Texas →

Waters & Kraus, L.L.P. Retirement Plan in the asset neighbourhood

Waters & Kraus, L.L.P. Retirement PlanWaters & Kraus, L.L.P. Retir…$24MKansas Medical Center, LLC Profit Sharing/401(k) Pl & TrKansas Medical Center, LLC P…$24MGolden Artist Colors, Inc. 401(k) Profit SharingGolden Artist Colors, Inc. 4…$24MFranco Manufacturing 401(k) & Profit Sharing PlanFranco Manufacturing 401(k) …$24M22nd Century Technologies, Inc. 401(k) Profit Sharing Plan & Trust22nd Century Technologies, I…$24M
End-of-year total assets ($M) among Waters & Kraus, L.L.P. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN752797531
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waters & Kraus, LLP)

Sponsor-wide plan assets over time

All Waters & Kraus, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 48.14536661046909% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.4M $28.7M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 83 $19M
2023 1 92 $24M
2024 1 96 $29M

Nearby 401(k) Plans in Texas

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

Waters & Kraus, L.L.P. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waters & Kraus, L.L.P. Retirement Plan, Total assets ($B): 0.024159782 · Participants: 92Waters & Kraus, L.L.P. Retirement 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
Waters & Kraus, L.L.P. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waters & Kraus, L.L.P. Retirement Plan side-by-side with 3 peers →

Waters & Kraus, L.L.P. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kansas Medical Center, LLC Profit Sharing/401(k) Pl & Tr in KS ($24M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Waters & Kraus, L.L.P. Retirement Plan assets move in 2023? ▼
Waters & Kraus, L.L.P. Retirement Plan grew sharply - up 24.7% during 2023, from $19M to $24M. Reported net income was $5M.
How have Waters & Kraus, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waters & Kraus, LLP's sponsor-wide assets grew 48.1%, from $19M to $29M.
Where does Waters & Kraus, L.L.P. Retirement Plan rank by assets among Form 5500 filers? ▼
Waters & Kraus, L.L.P. Retirement Plan ranks in the 76th 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 Waters & Kraus, L.L.P. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kansas Medical Center, LLC Profit Sharing/401(k) Pl & Tr in KS ($24M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Waters & Kraus, L.L.P. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 752797531.

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.