401(k) · DOL Form 5500 · 2024

Waterway Partners LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
38th
Percentile by assets National rank
$261,785
Avg per participant Above avg balance/head
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Official DOL plan name: Waterway Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Waterway Partners LLC · Massachusetts · Professional & Technical Services

$4M in assets, 15 participants

Waterway Partners LLC's Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,053 in Professional & Technical Services (20,173 peers)

Waterway Partners LLC multi-year trail

Waterway Partners LLC's plans moved +29.3% in assets from 2022 to 2024; this filing shows Waterway Partners LLC 401(k) Profit Sharing Plan & Trust at $4M / 15 participants.

#7,053
in Professional & Technical Services (20,173 peers)
+24.3%
assets growth YoY

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,926,768 38th percentile higher than 38% 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

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterway Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $123K in the plan year 2023 filing to $767K in the plan year 2024 filing.
  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Waterway Partners LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 832803820 · Waterway Partners LLC PY 2024 · 401(k)

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust · $4M · 15 · 38th

  • PCT $4M
  • PCT 15
  • PCT 38th
  • PCT 401(k)
  • PCT near Cavanaugh Machine Works, Inc. Savings & Retirement Plan
  • PCT ind #7053

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Waterway Partners LLC 401(k) Profit Sharing Plan & TrustWaterway Partners LLC 401(k)…$4MCavanaugh Machine Works, Inc. Savings & Retirement PlanCavanaugh Machine Works, Inc…$4MAbriter Law 401(k) Profit Sharing Plan and TrustAbriter Law 401(k) Profit Sh…$4MPhysicians Management Employee Leasing Company LLC 401(k) PlanPhysicians Management Employ…$4MFront Burner Employee 401(k) PlanFront Burner Employee 401(k)…$4M
End-of-year total assets ($M) among Waterway Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Waterway Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Waterway Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.288528660979658% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $3.93M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 13 $3M
2024 1 15 $4M

Waterway Partners LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$767K
Employer EIN832803820
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Waterway Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003926768 · Participants: 15Waterway Partners LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Waterway Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Waterway Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Waterway Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cavanaugh Machine Works, Inc. Savings & Retirement Plan in CA ($4M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Waterway Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Waterway Partners LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 24.3% during 2024, from $3M to $4M. Reported net income was $767K.
How have Waterway Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterway Partners LLC's sponsor-wide assets grew 29.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Waterway Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cavanaugh Machine Works, Inc. Savings & Retirement Plan in CA ($4M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Waterway Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 832803820.

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.