401(k) · DOL Form 5500 · 2023

Waterfield Technologies 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
395
Participants Below avg headcount
81st
Percentile by assets National rank
$83,819
Avg per participant Below avg balance/head
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Official DOL plan name: Waterfield Technologies 401(k) Plan · Sponsored by Waterfield Technologies · Oklahoma · Professional & Technical Services

$33M in assets, 395 participants

Waterfield Technologies's Waterfield Technologies 401(k) Plan reported $33M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,490 in Professional & Technical Services (20,321 peers)

Where Waterfield Technologies 401(k) Plan sits by assets

Waterfield Technologies 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 395 participants (~$83,819/participant).

#16,490
in Professional & Technical Services (20,321 peers)
-$2M
reported net income
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterfield Technologies 401(k) Plan's outsized position by total assets

Waterfield Technologies 401(k) Plan vs every filed plan by assets

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

$33,108,399 Top 19% higher than 81% 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

Waterfield Technologies 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. Waterfield Technologies 401(k) Plan sits mid-pack in the medium band (395 participants).

EBSA filing schedule strip

Filing strip 471044432 · Waterfield Technologies PY 2023 · 401(k)

Waterfield Technologies 401(k) Plan · $33M · 395 · 81st

  • PART $33M
  • PART 395
  • PART 81st
  • PART 401(k)
  • PART near Oak Valley Community Bank 401(k) Profit Sharing Plan
  • PART ind #16490

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 Oklahoma →

Waterfield Technologies 401(k) Plan in the asset neighbourhood

Waterfield Technologies 401(k) PlanWaterfield Technologies 401(…$33MOak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MV. Alexander & Co., Inc. Savings PlanV. Alexander & Co., Inc. Sav…$33MCovert Auto Group 401(k) Plan$33MPatrick Dealer Group Savings PlanPatrick Dealer Group Savings…$33M
End-of-year total assets ($M) among Waterfield Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$33M
Net Income-$2M
Employer EIN471044432
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfield Technologies)

Sponsor-wide plan assets over time

All Waterfield Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$34M 2.1565947661800258% vs 2023
2024 filing year
$33M$33.5M$34M 20232024 $33.1M $33.8M ▲ +2.1%
Year Plans Participants Total Assets
2023 1 395 $33M
2024 1 260 $34M

Nearby 401(k) Plans in Oklahoma

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

Waterfield Technologies 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Waterfield Technologies 401(k) Plan, Total assets ($B): 0.033108399 · Participants: 395Waterfield Technologies 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Waterfield Technologies 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Waterfield Technologies 401(k) Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Oak Valley Community Bank 401(k) Profit Sharing Plan in CA ($33M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 have Waterfield Technologies plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Waterfield Technologies's sponsor-wide assets grew 2.2%, from $33M to $34M.
Where does Waterfield Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Waterfield Technologies 401(k) Plan ranks in the 81st 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 Waterfield Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oak Valley Community Bank 401(k) Profit Sharing Plan in CA ($33M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Waterfield Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 471044432.

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.