401(k) · DOL Form 5500 · 2023

The Waterworks, 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
$36,741
Avg per participant Low balance/head
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Official DOL plan name: The Waterworks Future Enrichment Program · Sponsored by The Waterworks, LLC · Ohio · Construction

$8M in assets, 227 participants

The Waterworks, LLC's The Waterworks Future Enrichment Program 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.

  • #4,788 in Construction (9,030 peers)

Coverage in Ohio

The Waterworks Future Enrichment Program covers 227 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#4,788
in Construction (9,030 peers)
+59.0%
assets growth YoY

The Waterworks Future Enrichment Program's mid-pack asset rank among Construction and all filers

The Waterworks Future Enrichment Program vs every filed plan by assets

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

$8,340,157 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

The Waterworks Future Enrichment Program 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. The Waterworks Future Enrichment Program sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Waterworks Future Enrichment Program reported net income rose from $186K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Waterworks Future Enrichment Program end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Waterworks Future Enrichment Program reported participants rose from 193 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311162504 · The Waterworks, LLC PY 2023 · 401(k)

The Waterworks Future Enrichment Program · $8M · 227 · 55th

  • EBSA $8M
  • EBSA 227
  • EBSA 55th
  • EBSA 401(k)
  • EBSA near K Post Company 401(k)
  • EBSA ind #4788

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 Construction retirement plans → · Plans in Ohio →

The Waterworks Future Enrichment Program in the asset neighbourhood

The Waterworks Future Enrichment ProgramThe Waterworks Future Enrich…$8MK Post Company 401(k)$8MWestern Auto of Puerto Rico, Inc. Retirement Savings PlanWestern Auto of Puerto Rico,…$8MLyon Shipyard, Inc. 401(k) PlanLyon Shipyard, Inc. 401(k) P…$8MWendy's of Colorado Springs 401(k) PlanWendy's of Colorado Springs …$8M
End-of-year total assets ($M) among The Waterworks Future Enrichment Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN311162504
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Waterworks, LLC)

Sponsor-wide plan assets over time

All The Waterworks, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 62.19170093589119% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.24M $8.5M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 193 $5M
2023 1 227 $8M
2024 1 199 $9M

Nearby 401(k) Plans in Ohio

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

The Waterworks Future Enrichment Program vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Waterworks Future Enrichment Program, Total assets ($B): 0.008340157 · Participants: 227The Waterworks Future Enrichment ProgramGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Waterworks Future Enrichment Program vs. nearby 401(k) plans in Ohio, assets vs. participants

The Waterworks Future Enrichment Program's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is K Post Company 401(k) in TX ($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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 The Waterworks Future Enrichment Program assets move in 2023?
The Waterworks Future Enrichment Program surged - up 59.0% during 2023, from $5M to $8M. Reported net income was $2M.
How have The Waterworks, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Waterworks, LLC's sponsor-wide assets grew 62.2%, from $5M to $9M.
Which 401(k) plans are similar in size to The Waterworks Future Enrichment Program?
Among 401(k) plans in other states, the closest by assets is K Post Company 401(k) in TX ($8M, 356 participants).
Which 401(k) plans cover a similar participant headcount to The Waterworks Future Enrichment Program?
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).