ESOP · DOL Form 5500 · 2023

Waterborne Environmental, Inc. ESOP

Data updated 2026-08-25

$40K
Total assets Small plan by assets
31
Participants Small participant base
3rd
Percentile by assets National rank
$1,286
Avg per participant Low balance/head
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Official DOL plan name: Waterborne Environmental, Inc. Employee Stock Ownershp Plan · Sponsored by Waterborne Environmental, Inc. · Virginia · Professional & Technical Services

$40K in assets, 31 participants

Waterborne Environmental, Inc.'s Waterborne Environmental, Inc. Employee Stock Ownershp Plan reported $40K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

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

Waterborne Environmental, Inc. multi-year trail

Waterborne Environmental, Inc.'s plans moved +12.6% in assets from 2022 to 2024; this filing shows Waterborne Environmental, Inc. Employee Stock Ownershp Plan at $40K / 31 participants.

#587
in Professional & Technical Services (20,321 peers)
-55.6%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterborne Environmental, Inc. Employee Stock Ownershp Plan among the smaller filed plans by assets

Waterborne Environmental, Inc. Employee Stock Ownershp Plan vs every filed plan by assets

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

$39,857 3rd percentile higher than 3% 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

Waterborne Environmental, Inc. Employee Stock Ownershp 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. Waterborne Environmental, Inc. Employee Stock Ownershp Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterborne Environmental, Inc. Employee Stock Ownershp Plan reported net income rose from -$271K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Waterborne Environmental, Inc. Employee Stock Ownershp Plan end-of-year assets fell from $90K in the plan year 2022 filing to $40K in the plan year 2023 filing.
  • Waterborne Environmental, Inc. Employee Stock Ownershp Plan reported participants fell from 37 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541660672 · Waterborne Environmental, Inc. PY 2023 · ESOP

Waterborne Environmental, Inc. Employee Stock Ownershp Plan · $40K · 31 · 3rd

  • PHOTO $40K
  • IND 31
  • EOY 3rd
  • 5500 ESOP
  • ASSETS near Prosym, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #587

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 What is an ESOP? → · Plans in Virginia →

Waterborne Environmental, Inc. Employee Stock Ownershp Plan in the asset neighbourhood

Waterborne Environmental, Inc. Employee Stock Ownershp PlanWaterborne Environmental, In…$40KProsym, Inc. Employee Stock Ownership Plan and TrustProsym, Inc. Employee Stock …$40KTimberpine, Inc. Employee Stock Ownership PlanTimberpine, Inc. Employee St…$40KWilhelm Commercial Builders Employee Stock Ownership PlanWilhelm Commercial Builders …$40KInternational Capital Holdings, Inc. Employee Stock PlanInternational Capital Holdin…$40K
End-of-year total assets ($M) among Waterborne Environmental, Inc. Employee Stock Ownershp Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Waterborne Environmental, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waterborne Environmental, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.621616927266752% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.68M $9.77M ▲ +12.6%
Year Plans Participants Total Assets
2022 2 73 $9M
2023 2 62 $8M
2024 2 59 $10M

Waterborne Environmental, Inc. filing trail (2023)

Total Assets (Beginning of Year)$90K
Net Assets (End of Year)$37K
Net Income-$47K
Employer EIN541660672
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Waterborne Environmental, Inc. Employee Stock Ownershp Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Waterborne Environmental, Inc. Employee Stock Ownershp Plan, Total assets ($B): 0.000039857 · Participants: 31Waterborne Environmental, Inc. Employee Stock Ownershp PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Waterborne Environmental, Inc. Employee Stock Ownershp Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Waterborne Environmental, Inc. Employee Stock Ownershp Plan side-by-side with 3 peers →

Waterborne Environmental, Inc. Employee Stock Ownershp Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Prosym, Inc. Employee Stock Ownership Plan and Trust in IL ($40K); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Waterborne Environmental, Inc. Employee Stock Ownershp Plan assets move in 2023? ▼
Waterborne Environmental, Inc. Employee Stock Ownershp Plan contracted severely - down 55.6% during 2023, from $90K to $40K. Reported net income was -$47K.
How have Waterborne Environmental, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterborne Environmental, Inc.'s sponsor-wide assets grew 12.6%, from $9M to $10M.
Where does Waterborne Environmental, Inc. Employee Stock Ownershp Plan rank by assets among Form 5500 filers? ▼
Waterborne Environmental, Inc. Employee Stock Ownershp Plan ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Waterborne Environmental, Inc. Employee Stock Ownershp Plan? ▼
Among ESOP plans in other states, the closest by assets is Prosym, Inc. Employee Stock Ownership Plan and Trust in IL ($40K, 1 participant).
Which ESOP plans cover a similar participant headcount to Waterborne Environmental, Inc. Employee Stock Ownershp Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 541660672.

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.