401(k) · DOL Form 5500 · 2024

Joseph Waters Md PLLC 401(k) Plan

Data updated 2026-08-25

$777K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$776,501
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan · Sponsored by Joseph Waters Md PLLC · Idaho · Healthcare & Social Assistance

$777K in assets, 1 participants

Joseph Waters Md PLLC's Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan reported $777K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,831 in Healthcare & Social Assistance (16,916 peers)

Joseph Waters Md PLLC multi-year trail

Joseph Waters Md PLLC's plans moved +49.1% in assets from 2022 to 2024; this filing shows Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan at $777K / 1 participant.

#2,831
in Healthcare & Social Assistance (16,916 peers)
+17.5%
assets growth YoY

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan among the smaller filed plans by assets

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs every filed plan by assets

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

$776,501 21st percentile higher than 21% 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

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing 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. Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan reported net income fell from $140K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan end-of-year assets rose from $661K in the plan year 2023 filing to $777K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800008794 · Joseph Waters Md PLLC PY 2024 · 401(k)

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan · $777K · 1 · 21st

  • VS-ST $777K
  • BOY 1
  • SCH 21st
  • EBSA 401(k)
  • PART near Redwood Forest Products Inc Profit Sharing/401(k) Plan
  • TYPE ind #2831

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 Healthcare & Social Assistance retirement plans → · Plans in Idaho →

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan in the asset neighbourhood

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing PlanJoseph Waters Md PLLC Owner …$777KRedwood Forest Products Inc Profit Sharing/401(k) PlanRedwood Forest Products Inc …$776KCrds LLC Profit Sharing Plan$776KJan K. Parks & Associates, P.C. 401(k) PlanJan K. Parks & Associates, P…$777KLrn Ohio Inc. Retirement Plan$776K
End-of-year total assets ($M) among Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph Waters Md PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Joseph Waters Md PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$777K 49.06310169872207% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.52M $0.78M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $521K
2023 1 1 $661K
2024 1 1 $777K

Joseph Waters Md PLLC filing trail (2024)

Total Assets (Beginning of Year)$661K
Net Assets (End of Year)$777K
Net Income$115K
Employer EIN800008794
Plan Effective Date2017-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan, Total assets ($B): 0.000776501 · Participants: 1Joseph Waters Md PLLC Owner K 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan side-by-side with 3 peers →

Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Redwood Forest Products Inc Profit Sharing/401(k) Plan in CA ($776K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($777K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan assets move in 2024? ▼
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2024, from $661K to $777K. Reported net income was $115K.
How have Joseph Waters Md PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph Waters Md PLLC's sponsor-wide assets grew 49.1%, from $521K to $777K.
Where does Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan ranks in the 21st 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 401(k) plans are similar in size to Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redwood Forest Products Inc Profit Sharing/401(k) Plan in CA ($776K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 800008794.

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.