401(k) · DOL Form 5500 · 2024

The Waters Senior Living Management 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,375
Participants Near avg headcount
57th
Percentile by assets National rank
$7,576
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Waters 401(k) Retirement Plan · Sponsored by The Waters Senior Living Management · Minnesota · Real Estate

$10M in assets, 1,375 participants

The Waters Senior Living Management's The Waters 401(k) Retirement Plan reported $10M in total assets and 1,375 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,411 in Real Estate (4,605 peers)

The Waters Senior Living Management multi-year trail

The Waters Senior Living Management's plans moved +39.2% in assets from 2022 to 2024; this filing shows The Waters 401(k) Retirement Plan at $10M / 1,375 participants.

#3,411
in Real Estate (4,605 peers)
+10.8%
assets growth YoY

The Waters 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

The Waters 401(k) Retirement Plan vs every filed plan by assets

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

$10,417,501 Top 43% higher than 57% 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

The Waters 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Waters 401(k) Retirement Plan lands in the large band (1,375 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Waters 401(k) Retirement Plan reported participants rose from 899 in the plan year 2023 filing to 1,375 in the plan year 2024 filing.
  • The Waters 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Waters 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472261071 · The Waters Senior Living Management PY 2024 · 401(k)

The Waters 401(k) Retirement Plan · $10M · 1,375 · 57th

  • PHOTO $10M
  • PHOTO 1,375
  • PHOTO 57th
  • PHOTO 401(k)
  • PHOTO near Pressler Felt & Warshaw LLP Profit Sharing Plan
  • PHOTO ind #3411

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 Real Estate retirement plans → · Plans in Minnesota →

The Waters 401(k) Retirement Plan in the asset neighbourhood

The Waters 401(k) Retirement PlanThe Waters 401(k) Retirement…$10MPressler Felt & Warshaw LLP Profit Sharing PlanPressler Felt & Warshaw LLP …$10MCaldwell & Gregory LLC 401(k) PlanCaldwell & Gregory LLC 401(k…$10MMercy Flights Incorporated Retirement Plan and TrustMercy Flights Incorporated R…$10M403(b) Thrift Plan for Employees of Second Harvest Food Bank of Middle Tennessee, Inc.403(b) Thrift Plan for Emplo…$10M
End-of-year total assets ($M) among The Waters 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Waters Senior Living Management multi-year asset trail

Sponsor-wide plan assets over time

All The Waters Senior Living Management plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.23026752790953% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.48M $10.4M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 580 $7M
2023 1 899 $9M
2024 1 1,375 $10M

The Waters Senior Living Management filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN472261071
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

The Waters 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The Waters 401(k) Retirement Plan, Total assets ($B): 0.010417501 · Participants: 1375The Waters 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
The Waters 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Waters 401(k) Retirement Plan side-by-side with 3 peers →

The Waters 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pressler Felt & Warshaw LLP Profit Sharing Plan in NJ ($10M); by covered participants it is C3i Solutions 401(k) Plan in PA (1,375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,375 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 The Waters 401(k) Retirement Plan assets move in 2024? ▼
The Waters 401(k) Retirement Plan grew at a solid clip - up 10.8% during 2024, from $9M to $10M. Reported net income was $1M.
How have The Waters Senior Living Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waters Senior Living Management's sponsor-wide assets grew 39.2%, from $7M to $10M.
Which 401(k) plans are similar in size to The Waters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pressler Felt & Warshaw LLP Profit Sharing Plan in NJ ($10M, 168 participants).
Which 401(k) plans cover a similar participant headcount to The Waters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C3i Solutions 401(k) Plan in PA (1,375 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 472261071.

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.