401(k) · DOL Form 5500 · 2023

Waterfleet, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
127
Participants Small participant base
39th
Percentile by assets National rank
$28,420
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterfleet 401(k) Plan · Sponsored by Waterfleet, LLC · Texas · Utilities

$4M in assets, 127 participants

Waterfleet, LLC's Waterfleet 401(k) Plan reported $4M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #93 in Utilities (721 peers)

Coverage in Texas

Waterfleet 401(k) Plan covers 127 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#93
in Utilities (721 peers)
+42.5%
assets growth YoY

Waterfleet 401(k) Plan's mid-pack asset rank among Utilities and all filers

Waterfleet 401(k) Plan vs every filed plan by assets

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

$3,609,282 39th percentile higher than 39% 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

Waterfleet 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. Waterfleet 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterfleet 401(k) Plan reported net income rose from -$52K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Waterfleet 401(k) Plan reported participants rose from 81 in the plan year 2022 filing to 127 in the plan year 2023 filing.
  • Waterfleet 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464753356 · Waterfleet, LLC PY 2023 · 401(k)

Waterfleet 401(k) Plan · $4M · 127 · 39th

  • NET $4M
  • BOOK 127
  • VS-ST 39th
  • BOY 401(k)
  • SCH near Rehabilitation Practitioners, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #93

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 Utilities retirement plans → · Plans in Texas →

Waterfleet 401(k) Plan in the asset neighbourhood

Waterfleet 401(k) Plan$4MRehabilitation Practitioners, Inc. 401(k) Profit Sharing PlanRehabilitation Practitioners…$4MColumbia Reach Pack 401(k) Profit Sharing PlanColumbia Reach Pack 401(k) P…$4MGreiner Packaging USA 401(k) PlanGreiner Packaging USA 401(k)…$4MZbeta 401(k) Plan$4M
End-of-year total assets ($M) among Waterfleet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN464753356
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfleet, LLC)

Sponsor-wide plan assets over time

All Waterfleet, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 84.59609230483733% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.53M $4.68M ▲ +85.0%
Year Plans Participants Total Assets
2022 1 81 $3M
2023 1 127 $4M
2024 1 149 $5M

Nearby 401(k) Plans in Texas

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

Waterfleet 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waterfleet 401(k) Plan, Total assets ($B): 0.003609282 · Participants: 127Waterfleet 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
Waterfleet 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waterfleet 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Rehabilitation Practitioners, Inc. 401(k) Profit Sharing Plan in VA ($4M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Waterfleet 401(k) Plan assets move in 2023? ▼
Waterfleet 401(k) Plan surged - up 42.5% during 2023, from $3M to $4M. Reported net income was $1M.
How have Waterfleet, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfleet, LLC's sponsor-wide assets grew 84.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Waterfleet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rehabilitation Practitioners, Inc. 401(k) Profit Sharing Plan in VA ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Waterfleet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 464753356.

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.