401(k) · DOL Form 5500 · 2023

Waterman Communities, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: N/A
Participants Small participant base: 45th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterman Village 401(k) Retirement Plan · Sponsored by Waterman Communities, Inc. · Florida · Healthcare & Social Assistance

$5M in assets, N/A participants

Waterman Communities, Inc.'s Waterman Village 401(k) Retirement Plan reported $5M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#8,622 in Healthcare & Social Assistance (17,684 peers)

Waterman Communities, Inc. multi-year trail

Waterman Communities, Inc.'s plans moved +26.9% in assets from 2022 to 2023; this filing shows Waterman Village 401(k) Retirement Plan at $5M / N/A participants.

#8,622
in Healthcare & Social Assistance (17,684 peers): +26.9%
assets growth YoY

Waterman Village 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Waterman Village 401(k) Retirement Plan vs every filed plan by assets

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

$5,092,010 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Waterman Village 401(k) Retirement Plan reported net income rose from $536K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Waterman Village 401(k) Retirement Plan reported participants fell from 319 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Waterman Village 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592867652 · Waterman Communities, Inc. PY 2023 · 401(k)

Waterman Village 401(k) Retirement Plan · $5M · N/A · 45th

VS-ST $5M
BOY N/A
SCH 45th
EBSA 401(k)
PART near Spectrum Properties 401(k) Plan
TYPE ind #8622

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 Florida →

End-of-year total assets ($M) among Waterman Village 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waterman Communities, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $5M 26.865071089893895% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	319	$4M
2023	1	N/A	$5M

Waterman Communities, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	592867652
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Waterman Village 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Waterman Village 401(k) Retirement Plan side-by-side with 3 peers →

Waterman Village 401(k) Retirement Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Spectrum Properties 401(k) Plan in TX at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Spectrum Properties 401(k) Plan (TX) $5M · 60
Eis Operating Enterprises, LLC (TX) $5M · 494
Pediatric Dental Brands 401(k) Plan (AZ) $5M · 363
Edm Incorporated 401(k) Plan (MO) $5M · 22

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 Waterman Village 401(k) Retirement Plan assets move in 2023? ▼

Waterman Village 401(k) Retirement Plan grew sharply - up 26.9% during 2023, from $4M to $5M. Reported net income was $1M.

How have Waterman Communities, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Waterman Communities, Inc.'s sponsor-wide assets grew 26.9%, from $4M to $5M.

Which 401(k) plans are similar in size to Waterman Village 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Spectrum Properties 401(k) Plan in TX ($5M, 60 participants).

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 592867652.