401(k) · DOL Form 5500 · 2024

Watermark Insights, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
213
Participants Below avg headcount
75th
Percentile by assets National rank
$120,351
Avg per participant Near avg balance/head
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Official DOL plan name: Watermark Insights 401(k) Plan · Sponsored by Watermark Insights, LLC · Texas · Educational Services

$26M in assets, 213 participants

Watermark Insights, LLC's Watermark Insights 401(k) Plan reported $26M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,138 in Educational Services (3,638 peers)

Coverage in Texas

Watermark Insights 401(k) Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#2,138
in Educational Services (3,638 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Watermark Insights 401(k) Plan's outsized position by total assets

Watermark Insights 401(k) Plan vs every filed plan by assets

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

$25,634,800 Top 25% higher than 75% 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 Insights 401(k) Plan 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 Insights 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Watermark Insights 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Watermark Insights 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Watermark Insights 401(k) Plan reported participants fell from 218 in the plan year 2023 filing to 213 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134092743 · Watermark Insights, LLC PY 2024 · 401(k)

Watermark Insights 401(k) Plan · $26M · 213 · 75th

  • EIN $26M
  • EIN 213
  • EIN 75th
  • EIN 401(k)
  • EIN near Zim Industries, Inc 401(k) Profit Sharing Plan
  • EIN ind #2138

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 Educational Services retirement plans → · Plans in Texas →

Watermark Insights 401(k) Plan in the asset neighbourhood

Dick Family, Inc. 401(k) Plan$26MWatermark Insights 401(k) PlanWatermark Insights 401(k) Pl…$26MZim Industries, Inc 401(k) Profit Sharing PlanZim Industries, Inc 401(k) P…$26MDearing Compressor & Pump Company 401(k) Savings & Retirement PlanDearing Compressor & Pump Co…$26MWicker Smith 401(k) Plan I$26M
End-of-year total assets ($M) among Watermark Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN134092743
Plan Effective Date2018-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Insights, LLC)

Sponsor-wide plan assets over time

All Watermark Insights, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 67.35607330690608% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.3M $25.6M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 200 $15M
2023 1 218 $21M
2024 1 213 $26M

Nearby 401(k) Plans in Texas

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

Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Watermark Insights 401(k) Plan, Total assets ($B): 0.0256348 · Participants: 213Watermark Insights 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Watermark Insights 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Watermark Insights 401(k) Plan side-by-side with 3 peers →

Watermark Insights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zim Industries, Inc 401(k) Profit Sharing Plan in CA ($26M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Insights 401(k) Plan assets move in 2024? ▼
Watermark Insights 401(k) Plan grew sharply - up 19.7% during 2024, from $21M to $26M. Reported net income was $4M.
How have Watermark Insights, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Insights, LLC's sponsor-wide assets grew 67.4%, from $15M to $26M.
Where does Watermark Insights 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Insights 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zim Industries, Inc 401(k) Profit Sharing Plan in CA ($26M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thirdera, LLC in CO (213 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 134092743.

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.