Other · DOL Form 5500 · 2024
Watts Healthcare Corporation Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $46,248
- Avg per participant Low balance/head
Official DOL plan name: Watts Healthcare Corporation Money Purchase Plan · Sponsored by Watts Healthcare Corporation · California · Healthcare & Social Assistance
$10M in assets, 207 participants
Watts Healthcare Corporation's Watts Healthcare Corporation Money Purchase Plan reported $10M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,191 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Watts Healthcare Corporation Money Purchase Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,191
- in Healthcare & Social Assistance (16,916 peers)
- +3.7%
- assets growth YoY
Watts Healthcare Corporation Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Watts Healthcare Corporation Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,573,390 Top 45% higher than 55% 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
Watts Healthcare Corporation Money Purchase 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. Watts Healthcare Corporation Money Purchase Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Watts Healthcare Corporation Money Purchase Plan reported net income fell from $1M in the plan year 2023 filing to $339K in the plan year 2024 filing.
- Watts Healthcare Corporation Money Purchase Plan reported participants fell from 287 in the plan year 2023 filing to 207 in the plan year 2024 filing.
- Watts Healthcare Corporation Money Purchase Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 753110613 · Watts Healthcare Corporation PY 2024 · Other
Watts Healthcare Corporation Money Purchase Plan · $10M · 207 · 55th
- EIN $10M
- RANK 207
- PHOTO 55th
- IND Other
- EOY near Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan
- 5500 ind #10191
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 California →
Watts Healthcare Corporation Money Purchase Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $339K |
| Employer EIN | 753110613 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Watts Healthcare Corporation)
Sponsor-wide plan assets over time
All Watts Healthcare Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 18.5966400598001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $8M |
| 2023 | 1 | 287 | $9M |
| 2024 | 1 | 207 | $10M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Watts Healthcare Corporation Money Purchase Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in IL ($10M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- American Mathematical Society Tax-Deferred Annuity Plan (RI) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.