Defined Benefit (Pension) · DOL Form 5500 · 2023

Waterous Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
53
Participants Small participant base
82nd
Percentile by assets National rank
$688,151
Avg per participant High balance/head
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Official DOL plan name: Waterous Company Pension Plan · Sponsored by Waterous Company · Alabama · Manufacturing

$36M in assets, 53 participants

Waterous Company's Waterous Company Pension Plan reported $36M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,911 in Manufacturing (18,722 peers)

Where Waterous Company Pension Plan sits by assets

Waterous Company Pension Plan sits in the top quartile of all filed plans by assets, $36M for 53 participants (~$688,151/participant), up 3.2% in 2023.

#13,911
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Waterous Company Pension Plan's outsized position by total assets

Waterous Company Pension Plan vs every filed plan by assets

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

$36,472,000 Top 18% higher than 82% 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

Waterous Company Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterous Company Pension Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterous Company Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Waterous Company Pension Plan reported participants fell from 58 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Waterous Company Pension Plan end-of-year assets rose from $35M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410600750 · Waterous Company PY 2023 · Defined Benefit (Pension)

Waterous Company Pension Plan · $36M · 53 · 82nd

  • ASSETS $36M
  • ASSETS 53
  • ASSETS 82nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Ametek Inc. Pension Plan
  • ASSETS ind #13911

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 Manufacturing retirement plans → · Plans in Alabama →

Waterous Company Pension Plan in the asset neighbourhood

Nana Regional Corporation, Inc. Employees' Pension PlanNana Regional Corporation, I…$37MWaterous Company Pension Plan$36MAmetek Inc. Pension Plan$36MRetirement Plan of Louisiana Pigment Company, L.P.Retirement Plan of Louisiana…$36MSbera Pension Plan as Adopted by Watertown Savings BankSbera Pension Plan as Adopte…$36M
End-of-year total assets ($M) among Waterous Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN410600750
Plan Effective Date1954-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterous Company)

Sponsor-wide plan assets over time

All Waterous Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 0.7867118920700636% vs 2022
2024 filing year
$35M$35.5M$36M$36.5M$37M 202220232024 $35.4M $35.6M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 58 $35M
2023 1 53 $36M
2024 1 47 $36M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Waterous Company Pension Plan, Total assets ($B): 0.036472 · Participants: 53Waterous Company Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Waterous Company Pension Plan side-by-side with 3 peers →

Waterous Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Ametek Inc. Pension Plan in PA ($36M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.

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 Waterous Company Pension Plan assets move in 2023? ▼
Waterous Company Pension Plan edged up modestly - up 3.2% during 2023, from $35M to $36M. Reported net income was $1M.
How have Waterous Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterous Company's sponsor-wide assets grew 0.8%, from $35M to $36M.
Where does Waterous Company Pension Plan rank by assets among Form 5500 filers? ▼
Waterous Company Pension Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ametek Inc. Pension Plan in PA ($36M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 1799 Pension Fund in NY (53 participants, $3M 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 410600750.

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.