401(k) · DOL Form 5500 · 2023

Watermill Express LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
227
Participants Below avg headcount
55th
Percentile by assets National rank
$37,391
Avg per participant Low balance/head
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Official DOL plan name: Watermill Express Retirement Plan · Sponsored by Watermill Express LLC · Colorado · Retail Trade

$8M in assets, 227 participants

Watermill Express LLC's Watermill Express Retirement Plan reported $8M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,507 in Retail Trade (8,414 peers)

Watermill Express LLC multi-year trail

Watermill Express LLC's plans moved +37.9% in assets from 2022 to 2024; this filing shows Watermill Express Retirement Plan at $8M / 227 participants.

#5,507
in Retail Trade (8,414 peers)
+21.0%
assets growth YoY

Watermill Express Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Watermill Express Retirement Plan vs every filed plan by assets

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

$8,487,717 Top 45% higher than 55% 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

Watermill Express Retirement 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. Watermill Express Retirement Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watermill Express Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Watermill Express Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Watermill Express Retirement Plan reported participants rose from 206 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421601440 · Watermill Express LLC PY 2023 · 401(k)

Watermill Express Retirement Plan · $8M · 227 · 55th

  • PCT $8M
  • PCT 227
  • PCT 55th
  • PCT 401(k)
  • PCT near Strategic Technology Institute, Inc. Retirement Plan
  • PCT ind #5507

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 Retail Trade retirement plans → · Plans in Colorado →

Watermill Express Retirement Plan in the asset neighbourhood

Watermill Express Retirement PlanWatermill Express Retirement…$8MStrategic Technology Institute, Inc. Retirement PlanStrategic Technology Institu…$8MPlastic Products, Inc. 401(k) Profit Sharing PlanPlastic Products, Inc. 401(k…$8MTolowa Dee-Ni' Nation 401(k) PlanTolowa Dee-Ni' Nation 401(k)…$8MOhio State Home Services, Inc. Retirement Savings & TrustOhio State Home Services, In…$8M
End-of-year total assets ($M) among Watermill Express Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Watermill Express LLC multi-year asset trail

Sponsor-wide plan assets over time

All Watermill Express LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.89630987413185% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.01M $9.67M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 206 $7M
2023 1 227 $8M
2024 1 315 $10M

Watermill Express LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN421601440
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Watermill Express Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Watermill Express Retirement Plan, Total assets ($B): 0.008487717 · Participants: 227Watermill Express Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Watermill Express Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Watermill Express Retirement Plan side-by-side with 3 peers →

Watermill Express Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Strategic Technology Institute, Inc. Retirement Plan in MD ($8M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Watermill Express Retirement Plan assets move in 2023? ▼
Watermill Express Retirement Plan grew sharply - up 21.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have Watermill Express LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermill Express LLC's sponsor-wide assets grew 37.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Watermill Express Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Technology Institute, Inc. Retirement Plan in MD ($8M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Watermill Express Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 421601440.

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.