Profit Sharing · DOL Form 5500 · 2024

Waters, Inc. Profit Sharing Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$22,876
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waters, Inc. Retirement Plan · Sponsored by Waters, Inc. · Ohio · Real Estate

$69K in assets, 3 participants

Waters, Inc.'s Waters, Inc. Retirement Plan reported $69K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #281 in Real Estate (4,605 peers)

Waters, Inc. multi-year trail

Waters, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Waters, Inc. Retirement Plan at $69K / 3 participants.

#281
in Real Estate (4,605 peers)
+25.6%
assets growth YoY

Waters, Inc. Retirement Plan among the smaller filed plans by assets

Waters, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$68,628 5th percentile higher than 5% of 123,620 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 2024

Waters, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waters, Inc. Retirement Plan reported net income rose from $7K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Waters, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Waters, Inc. Retirement Plan end-of-year assets rose from $55K in the plan year 2023 filing to $69K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463835088 · Waters, Inc. PY 2024 · Profit Sharing

Waters, Inc. Retirement Plan · $69K · 3 · 5th

  • RANK $69K
  • PHOTO 3
  • IND 5th
  • EOY Profit Sharing
  • 5500 near Ms Grocery Food & Beverage Inc Profit Sharing Plan
  • ASSETS ind #281

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 Ohio →

Waters, Inc. Retirement Plan in the asset neighbourhood

Waters, Inc. Retirement Plan$69KMs Grocery Food & Beverage Inc Profit Sharing PlanMs Grocery Food & Beverage I…$69KLeekos Corporation Profit Sharing PlanLeekos Corporation Profit Sh…$69KWolf Corporation Profit Sharing PlanWolf Corporation Profit Shar…$69KNahrgang Enterprises, Inc. Profit Sharing PlanNahrgang Enterprises, Inc. P…$69K
End-of-year total assets ($M) among Waters, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Waters, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69K 43.10916484203941% vs 2022
2024 filing year
$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.05M $0.07M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 2 $48K
2023 1 2 $55K
2024 1 3 $69K

Waters, Inc. filing trail (2024)

Total Assets (Beginning of Year)$55K
Net Assets (End of Year)$69K
Net Income$14K
Employer EIN463835088
Plan Effective Date2013-10-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Waters, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Waters, Inc. Retirement Plan, Total assets ($B): 0.000068628 · Participants: 3Waters, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Waters, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Waters, Inc. Retirement Plan side-by-side with 3 peers →

Waters, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Ms Grocery Food & Beverage Inc Profit Sharing Plan in FL ($69K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waters, Inc. Retirement Plan assets move in 2024? ▼
Waters, Inc. Retirement Plan grew sharply - up 25.6% during 2024, from $55K to $69K. Reported net income was $14K.
How have Waters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waters, Inc.'s sponsor-wide assets grew 43.1%, from $48K to $69K.
Where does Waters, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Waters, Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Waters, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ms Grocery Food & Beverage Inc Profit Sharing Plan in FL ($69K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Waters, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463835088.

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.