401(k) · DOL Form 5500 · 2023

Water Street Ministries 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
39th
Percentile by assets National rank
$30,081
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Water Street Ministries · Sponsored by Water Street Ministries · Pennsylvania · Unclassified

$4M in assets, 124 participants

Water Street Ministries's 403(b) Thrift Plan for Employees of Water Street Ministries reported $4M in total assets and 124 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.

  • #32 in Unclassified (42 peers)

Coverage in Pennsylvania

403(b) Thrift Plan for Employees of Water Street Ministries covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#32
in Unclassified (42 peers)
+26.6%
assets growth YoY

403(b) Thrift Plan for Employees of Water Street Ministries's mid-pack asset rank among Unclassified and all filers

403(b) Thrift Plan for Employees of Water Street Ministries vs every filed plan by assets

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

$3,730,007 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

403(b) Thrift Plan for Employees of Water Street Ministries 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 for Employees of Water Street Ministries sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Water Street Ministries reported net income rose from -$252K in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Water Street Ministries end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Water Street Ministries reported participants rose from 119 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 236004676 · Water Street Ministries PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Water Street Ministries · $4M · 124 · 39th

  • EOY $4M
  • 5500 124
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Regional Properties Group, LLC 401(k) Profit Sharing Plan
  • RANK ind #32

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 Unclassified retirement plans → · Plans in Pennsylvania →

403(b) Thrift Plan for Employees of Water Street Ministries in the asset neighbourhood

403(b) Thrift Plan for Employees of Water Street Ministries403(b) Thrift Plan for Emplo…$4MRegional Properties Group, LLC 401(k) Profit Sharing PlanRegional Properties Group, L…$4MHanon Systems USA, LLC 401(k) Plan for Carey PlantHanon Systems USA, LLC 401(k…$4MRental Concepts 401(k) Profit Sharing PlanRental Concepts 401(k) Profi…$4MLoblolly, Inc. 401(k) Profit Sharing PlanLoblolly, Inc. 401(k) Profit…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Water Street Ministries and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$783K
Employer EIN236004676
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Water Street Ministries)

Sponsor-wide plan assets over time

All Water Street Ministries plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.60174839354465% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.95M $4.29M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 119 $3M
2023 1 124 $4M
2024 1 146 $4M

Nearby 401(k) Plans in Pennsylvania

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

403(b) Thrift Plan for Employees of Water Street Ministries vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Water Street Ministries, Total assets ($B): 0.003730007 · Participants: 124403(b) Thrift Plan for Employees of Water Street MinistriesComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
403(b) Thrift Plan for Employees of Water Street Ministries vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Water Street Ministries side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Water Street Ministries's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Regional Properties Group, LLC 401(k) Profit Sharing Plan in CT ($4M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 for Employees of Water Street Ministries assets move in 2023? ▼
403(b) Thrift Plan for Employees of Water Street Ministries grew sharply - up 26.6% during 2023, from $3M to $4M. Reported net income was $783K.
How have Water Street Ministries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Water Street Ministries's sponsor-wide assets grew 45.6%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Water Street Ministries? ▼
Among 401(k) plans in other states, the closest by assets is Regional Properties Group, LLC 401(k) Profit Sharing Plan in CT ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Water Street Ministries? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 236004676.

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.