401(k) · DOL Form 5500 · 2024

Watermark Capital Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
53rd
Percentile by assets National rank
$78,786
Avg per participant Below avg balance/head
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Official DOL plan name: Watermark Capital Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Watermark Capital Inc · California · Finance & Insurance

$9M in assets, 112 participants

Watermark Capital Inc's Watermark Capital Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,172 in Finance & Insurance (8,549 peers)

Coverage in California

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,172
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,823,983 Top 47% higher than 53% 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

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watermark Capital Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Watermark Capital Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Watermark Capital Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 92 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Watermark Capital Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204255880 · Watermark Capital Inc PY 2024 · 401(k)

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust · $9M · 112 · 53rd

  • BOOK $9M
  • BOOK 112
  • BOOK 53rd
  • BOOK 401(k)
  • BOOK near Software Specialists, Inc. 401(k) Plan
  • BOOK ind #3172

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 Finance & Insurance retirement plans → · Plans in California →

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Watermark Capital Inc 401(k) Profit Sharing Plan & TrustWatermark Capital Inc 401(k)…$9MSoftware Specialists, Inc. 401(k) PlanSoftware Specialists, Inc. 4…$9MRosewood Investment Corporation 401(k) Profit Sharing Plan and TrustRosewood Investment Corporat…$9MSisters of St. Francis Employees' Retirement PlanSisters of St. Francis Emplo…$9MJanesville Medical Center, Inc. 401(k) PlanJanesville Medical Center, I…$9M
End-of-year total assets ($M) among Watermark Capital Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN204255880
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Capital Inc)

Sponsor-wide plan assets over time

All Watermark Capital Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.634102672388% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.36M $8.82M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 213 $6M
2023 1 92 $7M
2024 1 112 $9M

Nearby 401(k) Plans in California

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

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Watermark Capital Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008823983 · Participants: 112Watermark Capital Inc 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Watermark Capital Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Watermark Capital Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Watermark Capital Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Software Specialists, Inc. 401(k) Plan in PA ($9M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Watermark Capital Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Watermark Capital Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 18.7% during 2024, from $7M to $9M. Reported net income was $1M.
How have Watermark Capital Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Capital Inc's sponsor-wide assets grew 38.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Watermark Capital Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Software Specialists, Inc. 401(k) Plan in PA ($9M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Capital Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 204255880.

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.