401(k) · DOL Form 5500 · 2023

Aqua-Tots Swim School Holding, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
100
Participants Small participant base
36th
Percentile by assets National rank
$31,360
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aqua-Tots 401(k) Plan · Sponsored by Aqua-Tots Swim School Holding, LLC · Arizona · Professional & Technical Services

$3M in assets, 100 participants

Aqua-Tots Swim School Holding, LLC's Aqua-Tots 401(k) Plan reported $3M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,731 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Aqua-Tots 401(k) Plan covers 100 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#6,731
in Professional & Technical Services (20,321 peers)
+38.0%
assets growth YoY

Aqua-Tots 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aqua-Tots 401(k) Plan vs every filed plan by assets

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

$3,136,002 36th percentile higher than 36% 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

Aqua-Tots 401(k) 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. Aqua-Tots 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aqua-Tots 401(k) Plan reported net income rose from -$68K in the plan year 2022 filing to $865K in the plan year 2023 filing.
  • Aqua-Tots 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aqua-Tots 401(k) Plan reported participants rose from 77 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260233789 · Aqua-Tots Swim School Holding, LLC PY 2023 · 401(k)

Aqua-Tots 401(k) Plan · $3M · 100 · 36th

  • PART $3M
  • PART 100
  • PART 36th
  • PART 401(k)
  • PART near Richard Claveria, M.D., a P.C. Pension Plan
  • PART ind #6731

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 Arizona →

Aqua-Tots 401(k) Plan in the asset neighbourhood

Aqua-Tots 401(k) Plan$3MRichard Claveria, M.D., a P.C. Pension PlanRichard Claveria, M.D., a P.…$3MCharles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(k) PlanCharles Boyd Chevrolet-Cadil…$3MEpsm LLC. 401(k) Retirement PlanEpsm LLC. 401(k) Retirement …$3MSupreme Oil Co. 401(k) Profit Sharing PlanSupreme Oil Co. 401(k) Profi…$3M
End-of-year total assets ($M) among Aqua-Tots 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$865K
Employer EIN260233789
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aqua-Tots Swim School Holding, LLC)

Sponsor-wide plan assets over time

All Aqua-Tots Swim School Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 75.95104928954582% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.27M $4M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 77 $2M
2023 1 100 $3M
2024 1 85 $4M

Nearby 401(k) Plans in Arizona

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

Aqua-Tots 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Aqua-Tots 401(k) Plan, Total assets ($B): 0.003136002 · Participants: 100Aqua-Tots 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Aqua-Tots 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Aqua-Tots 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Richard Claveria, M.D., a P.C. Pension Plan in CA ($3M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Aqua-Tots 401(k) Plan assets move in 2023? ▼
Aqua-Tots 401(k) Plan surged - up 38.0% during 2023, from $2M to $3M. Reported net income was $865K.
How have Aqua-Tots Swim School Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqua-Tots Swim School Holding, LLC's sponsor-wide assets grew 76.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Aqua-Tots 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Claveria, M.D., a P.C. Pension Plan in CA ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Aqua-Tots 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 260233789.

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.