401(k) · DOL Form 5500 · 2024
Waters & Kraus, LLP 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 96
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $299,075
- Avg per participant High balance/head
Official DOL plan name: Waters & Kraus, L.L.P. Retirement Plan · Sponsored by Waters & Kraus, LLP · Texas · Professional & Technical Services
$29M in assets, 96 participants
Waters & Kraus, LLP's Waters & Kraus, L.L.P. Retirement Plan reported $29M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,452 in Professional & Technical Services (20,173 peers)
Where Waters & Kraus, L.L.P. Retirement Plan sits by assets
Waters & Kraus, L.L.P. Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 96 participants (~$299,075/participant), up 18.8% in 2024.
- #15,452
- in Professional & Technical Services (20,173 peers)
- +18.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Waters & Kraus, L.L.P. Retirement Plan's outsized position by total assets
Waters & Kraus, L.L.P. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,711,215 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Waters & Kraus, L.L.P. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters & Kraus, L.L.P. Retirement Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waters & Kraus, L.L.P. Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Waters & Kraus, L.L.P. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Waters & Kraus, L.L.P. Retirement Plan reported participants rose from 92 in the plan year 2023 filing to 96 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 752797531 · Waters & Kraus, LLP PY 2024 · 401(k)
Waters & Kraus, L.L.P. Retirement Plan · $29M · 96 · 77th
- PART $29M
- TYPE 96
- NET 77th
- BOOK 401(k)
- VS-ST near Questex LLC 401(k) Plan
- BOY ind #15452
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 Texas →
Waters & Kraus, L.L.P. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 752797531 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waters & Kraus, LLP)
Sponsor-wide plan assets over time
All Waters & Kraus, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 48.14536661046909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $19M |
| 2023 | 1 | 92 | $24M |
| 2024 | 1 | 96 | $29M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Waters & Kraus, L.L.P. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Questex LLC 401(k) Plan in NY ($29M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Questex LLC 401(k) Plan (NY) $29M · 245
- Analytic Partners, Inc. 401(k) Plan (FL) $29M · 276
- Youngstown Orthopaedic Associates Ltd 401(k) Profit Sharing Plan (OH) $29M · 110
- Voloridge, LLC 401(k) Plan (FL) $29M · 124
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.