Other · DOL Form 5500 · 2023

Wateree Community Actions, Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
112
Participants Small participant base
32nd
Percentile by assets National rank
$21,005
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Wateree Community Actions, Inc. · Sponsored by Wateree Community Actions, Inc · South Carolina · Healthcare & Social Assistance

$2M in assets, 112 participants

Wateree Community Actions, Inc's 403(b) Thrift Plan of Wateree Community Actions, Inc. reported $2M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,650 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

403(b) Thrift Plan of Wateree Community Actions, Inc. covers 112 participants in South Carolina, about 30% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.

#5,650
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY

403(b) Thrift Plan of Wateree Community Actions, Inc. among the smaller filed plans by assets

403(b) Thrift Plan of Wateree Community Actions, Inc. vs every filed plan by assets

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

$2,352,552 32nd percentile higher than 32% 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

403(b) Thrift Plan of Wateree Community Actions, Inc. 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. 403(b) Thrift Plan of Wateree Community Actions, Inc. sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Wateree Community Actions, Inc. reported net income rose from -$318K in the plan year 2022 filing to $313K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Wateree Community Actions, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Wateree Community Actions, Inc. reported participants fell from 125 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570524980 · Wateree Community Actions, Inc PY 2023 · Other

403(b) Thrift Plan of Wateree Community Actions, Inc. · $2M · 112 · 32nd

  • PCT $2M
  • EIN 112
  • RANK 32nd
  • PHOTO Other
  • IND near Special Education Services 403(b) Retirement Plan
  • EOY ind #5650

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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

403(b) Thrift Plan of Wateree Community Actions, Inc. in the asset neighbourhood

403(b) Thrift Plan of Wateree Community Actions, Inc.403(b) Thrift Plan of Watere…$2MSpecial Education Services 403(b) Retirement PlanSpecial Education Services 4…$2MRonald McDonald's House Charities of Metro St. Louis 403 (B) Retirement PlanRonald McDonald's House Char…$2MThe Renewal Ministries 403(b) PlanThe Renewal Ministries 403(b…$2MNaica Retirement Plan$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Wateree Community Actions, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$313K
Employer EIN570524980
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wateree Community Actions, Inc)

Sponsor-wide plan assets over time

All Wateree Community Actions, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.051250503256394% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.04M $2.67M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 112 $2M
2024 1 232 $3M

Nearby Other Plans in South Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Wateree Community Actions, Inc. vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants 403(b) Thrift Plan of Wateree Community Actions, Inc., Total assets ($M): 2.352552 · Participants: 112403(b) Thrift Plan of Wateree Community Actions, Inc.Prisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
403(b) Thrift Plan of Wateree Community Actions, Inc. vs. nearby Other plans in South Carolina, assets vs. participants
Compare 403(b) Thrift Plan of Wateree Community Actions, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Wateree Community Actions, Inc.'s out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Special Education Services 403(b) Retirement Plan in IL ($2M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 403(b) Thrift Plan of Wateree Community Actions, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Wateree Community Actions, Inc. grew sharply - up 15.4% during 2023, from $2M to $2M. Reported net income was $313K.
How have Wateree Community Actions, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wateree Community Actions, Inc's sponsor-wide assets grew 31.1%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Wateree Community Actions, Inc.? ▼
Among Other plans in other states, the closest by assets is Special Education Services 403(b) Retirement Plan in IL ($2M, N/A participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Wateree Community Actions, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (112 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 570524980.

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.