401(k) · DOL Form 5500 · 2023

Watermark Retirement Communities, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
4,177
Participants Above avg headcount
86th
Percentile by assets National rank
$12,387
Avg per participant Low balance/head
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Official DOL plan name: Watermark Retirement Communities, LLC 401(k) Plan · Sponsored by Watermark Retirement Communities, LLC · Arizona · Healthcare & Social Assistance

$52M in assets, 4,177 participants

Watermark Retirement Communities, LLC's Watermark Retirement Communities, LLC 401(k) Plan reported $52M in total assets and 4,177 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,566 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Watermark Retirement Communities, LLC 401(k) Plan covers 4,177 participants in Arizona, 7.4x the typical Arizona plan (state average ~564 per filing). Assets: $52M.

#15,566
in Healthcare & Social Assistance (17,684 peers)
+18.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Watermark Retirement Communities, LLC 401(k) Plan's outsized position by total assets

Watermark Retirement Communities, LLC 401(k) Plan vs every filed plan by assets

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

$51,739,473 Top 14% higher than 86% 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

Watermark Retirement Communities, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watermark Retirement Communities, LLC 401(k) Plan lands in the large band (4,177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watermark Retirement Communities, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Watermark Retirement Communities, LLC 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Watermark Retirement Communities, LLC 401(k) Plan reported participants rose from 3,904 in the plan year 2022 filing to 4,177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860587483 · Watermark Retirement Communities, LLC PY 2023 · 401(k)

Watermark Retirement Communities, LLC 401(k) Plan · $52M · 4,177 · 86th

  • NET $52M
  • NET 4,177
  • NET 86th
  • NET 401(k)
  • NET near Pond & Company 401(k) Profit Sharing Plan
  • NET ind #15566

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 Arizona →

Watermark Retirement Communities, LLC 401(k) Plan in the asset neighbourhood

Watermark Retirement Communities, LLC 401(k) PlanWatermark Retirement Communi…$52MPond & Company 401(k) Profit Sharing PlanPond & Company 401(k) Profit…$52MThe Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and TrustThe Burkhart Dental Supply C…$52MMgp Ingredients Non-Union 401(k) & Profit Sharing PlanMgp Ingredients Non-Union 40…$52MBuyers Edge Platform 401(k) PlanBuyers Edge Platform 401(k) …$52M
End-of-year total assets ($M) among Watermark Retirement Communities, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$8M
Employer EIN860587483
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Retirement Communities, LLC)

Sponsor-wide plan assets over time

All Watermark Retirement Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 23.392853936929907% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $53.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 3,904 $44M
2023 1 4,177 $52M
2024 1 3,977 $54M

Nearby 401(k) Plans in Arizona

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

Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -20246 Total assets ($B) Participants Watermark Retirement Communities, LLC 401(k) Plan, Total assets ($B): 0.051739473 · Participants: 4177Watermark Retirement Communities, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Watermark Retirement Communities, LLC 401(k) Plan side-by-side with 3 peers →

Watermark Retirement Communities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pond & Company 401(k) Profit Sharing Plan in GA ($52M); by covered participants it is Extra Space Management, Inc. 401(k) Plan in UT (4,176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,177 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 Watermark Retirement Communities, LLC 401(k) Plan assets move in 2023? ▼
Watermark Retirement Communities, LLC 401(k) Plan grew sharply - up 18.6% during 2023, from $44M to $52M. Reported net income was $8M.
How have Watermark Retirement Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Retirement Communities, LLC's sponsor-wide assets grew 23.4%, from $44M to $54M.
Where does Watermark Retirement Communities, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Retirement Communities, LLC 401(k) Plan ranks in the 86th 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 Watermark Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pond & Company 401(k) Profit Sharing Plan in GA ($52M, 588 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extra Space Management, Inc. 401(k) Plan in UT (4,176 participants, $136M 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 860587483.

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.