401(k) · DOL Form 5500 · 2023

Waterton Associates 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
2,218
Participants Above avg headcount
85th
Percentile by assets National rank
$21,443
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterton 401(k) Profit Sharing Plan · Sponsored by Waterton Associates · Illinois · Real Estate

$48M in assets, 2,218 participants

Waterton Associates's Waterton 401(k) Profit Sharing Plan reported $48M in total assets and 2,218 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,453 in Real Estate (4,727 peers)

Coverage in Illinois

Waterton 401(k) Profit Sharing Plan covers 2,218 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $48M.

#4,453
in Real Estate (4,727 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Waterton 401(k) Profit Sharing Plan's outsized position by total assets

Waterton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,559,895 Top 15% higher than 85% 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

Waterton 401(k) Profit Sharing 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. Waterton 401(k) Profit Sharing Plan lands in the large band (2,218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterton 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Waterton 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Waterton 401(k) Profit Sharing Plan reported participants rose from 1,888 in the plan year 2022 filing to 2,218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364020229 · Waterton Associates PY 2023 · 401(k)

Waterton 401(k) Profit Sharing Plan · $48M · 2,218 · 85th

  • 5500 $48M
  • ASSETS 2,218
  • PCT 85th
  • EIN 401(k)
  • RANK near Mcguire Bearing Company Employees' 401(k) Retirement Plan
  • PHOTO ind #4453

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 Real Estate retirement plans → · Plans in Illinois →

Waterton 401(k) Profit Sharing Plan in the asset neighbourhood

Mcguire Bearing Company Employees' 401(k) Retirement PlanMcguire Bearing Company Empl…$48MWaterton 401(k) Profit Sharing PlanWaterton 401(k) Profit Shari…$48MPremere Rehab, LLC 401(k) PlanPremere Rehab, LLC 401(k) Pl…$48MEncore Rehabilitation Services 401(k) Profit Sharing PlanEncore Rehabilitation Servic…$48MFlanders Electric Motor Service, LLC 401(k) Profit Sharning PlanFlanders Electric Motor Serv…$48M
End-of-year total assets ($M) among Waterton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN364020229
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterton Associates)

Sponsor-wide plan assets over time

All Waterton Associates plans reported in each filing year

Latest sponsor-wide plan assets
$54M 35.36070639312078% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.6M $53.6M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 1,888 $40M
2023 1 2,218 $48M
2024 1 765 $54M

Nearby 401(k) Plans in Illinois

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

Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Waterton 401(k) Profit Sharing Plan, Total assets ($B): 0.047559895 · Participants: 2218Waterton 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Waterton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Waterton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mcguire Bearing Company Employees' 401(k) Retirement Plan in OR ($48M); by covered participants it is Texas De Brazil Savings Plan in TX (2,218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,218 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 Waterton 401(k) Profit Sharing Plan assets move in 2023? ▼
Waterton 401(k) Profit Sharing Plan grew sharply - up 20.0% during 2023, from $40M to $48M. Reported net income was $8M.
How have Waterton Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterton Associates's sponsor-wide assets grew 35.4%, from $40M to $54M.
Where does Waterton 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Waterton 401(k) Profit Sharing Plan ranks in the 85th 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 Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcguire Bearing Company Employees' 401(k) Retirement Plan in OR ($48M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas De Brazil Savings Plan in TX (2,218 participants, $13M 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 364020229.

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.