401(k) · DOL Form 5500 · 2023

Waterford Hotel Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
831
Participants Near avg headcount
75th
Percentile by assets National rank
$27,507
Avg per participant Low balance/head
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Official DOL plan name: Waterford Hotel Group, LLC 401(k) Savings Plan · Sponsored by Waterford Hotel Group, LLC · Connecticut · Food Services & Accommodation

$23M in assets, 831 participants

Waterford Hotel Group, LLC's Waterford Hotel Group, LLC 401(k) Savings Plan reported $23M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #3,571 in Food Services & Accommodation (3,828 peers)

Where Waterford Hotel Group, LLC 401(k) Savings Plan sits by assets

Waterford Hotel Group, LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $23M for 831 participants (~$27,507/participant), up 13.5% in 2023.

#3,571
in Food Services & Accommodation (3,828 peers)
+13.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Waterford Hotel Group, LLC 401(k) Savings Plan's outsized position by total assets

Waterford Hotel Group, LLC 401(k) Savings Plan vs every filed plan by assets

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

$22,858,674 Top 25% higher than 75% 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

Waterford Hotel Group, LLC 401(k) Savings 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. Waterford Hotel Group, LLC 401(k) Savings Plan sits mid-pack in the medium band (831 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterford Hotel Group, LLC 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Waterford Hotel Group, LLC 401(k) Savings Plan reported participants rose from 472 in the plan year 2022 filing to 831 in the plan year 2023 filing.
  • Waterford Hotel Group, LLC 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061117701 · Waterford Hotel Group, LLC PY 2023 · 401(k)

Waterford Hotel Group, LLC 401(k) Savings Plan · $23M · 831 · 75th

  • VS-ST $23M
  • BOY 831
  • SCH 75th
  • EBSA 401(k)
  • PART near Lipman 401(k) Plan
  • TYPE ind #3571

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 Food Services & Accommodation retirement plans → · Plans in Connecticut →

Waterford Hotel Group, LLC 401(k) Savings Plan in the asset neighbourhood

Waterford Hotel Group, LLC 401(k) Savings PlanWaterford Hotel Group, LLC 4…$23MLipman 401(k) Plan$23MShare Corporation 401(k) Retirement Savings PlanShare Corporation 401(k) Ret…$23MBelmar Companies 401(k) Plan$23MFieldwork, Inc. 401(k) and Profit Sharing PlanFieldwork, Inc. 401(k) and P…$23M
End-of-year total assets ($M) among Waterford Hotel Group, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN061117701
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford Hotel Group, LLC)

Sponsor-wide plan assets over time

All Waterford Hotel Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.49768339304212% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $26.5M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 472 $20M
2023 1 831 $23M
2024 1 1,433 $26M

Nearby 401(k) Plans in Connecticut

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

Waterford Hotel Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Waterford Hotel Group, LLC 401(k) Savings Plan, Total assets ($B): 0.022858674 · Participants: 831Waterford Hotel Group, LLC 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Waterford Hotel Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Waterford Hotel Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Waterford Hotel Group, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lipman 401(k) Plan in FL ($23M); by covered participants it is Marcou Transportation Group 401(k) Plan in MA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (831 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 Waterford Hotel Group, LLC 401(k) Savings Plan assets move in 2023? ▼
Waterford Hotel Group, LLC 401(k) Savings Plan grew at a solid clip - up 13.5% during 2023, from $20M to $23M. Reported net income was $3M.
How have Waterford Hotel Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford Hotel Group, LLC's sponsor-wide assets grew 31.5%, from $20M to $26M.
Where does Waterford Hotel Group, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Waterford Hotel Group, LLC 401(k) Savings Plan ranks in the 75th 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 Waterford Hotel Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lipman 401(k) Plan in FL ($23M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Waterford Hotel Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marcou Transportation Group 401(k) Plan in MA (831 participants, $23M 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 061117701.

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.