401(k) · DOL Form 5500 · 2024

Waterfleet, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
149
Participants Small participant base
41st
Percentile by assets National rank
$31,378
Avg per participant Low balance/head
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Official DOL plan name: Waterfleet 401(k) Plan · Sponsored by Waterfleet, LLC · Texas · Utilities

$5M in assets, 149 participants

Waterfleet, LLC's Waterfleet 401(k) Plan reported $5M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #111 in Utilities (732 peers)

Coverage in Texas

Waterfleet 401(k) Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#111
in Utilities (732 peers)
+29.5%
assets growth YoY

Waterfleet 401(k) Plan's mid-pack asset rank among Utilities and all filers

Waterfleet 401(k) Plan vs every filed plan by assets

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

$4,675,256 41st percentile higher than 41% 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

Waterfleet 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. Waterfleet 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterfleet 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Waterfleet 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464753356 · Waterfleet, LLC PY 2024 · 401(k)

Waterfleet 401(k) Plan · $5M · 149 · 41st

  • SCH $5M
  • SCH 149
  • SCH 41st
  • SCH 401(k)
  • SCH near Centerville Clinics, Inc. 401(k) Plan
  • SCH ind #111

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 Utilities retirement plans → · Plans in Texas →

Waterfleet 401(k) Plan in the asset neighbourhood

Waterfleet 401(k) Plan$5MCenterville Clinics, Inc. 401(k) PlanCenterville Clinics, Inc. 40…$5MVolunteer Materials and Related 401(k) PlanVolunteer Materials and Rela…$5MBecket Fund 401(k) Plan$5MStraub Collaborative Inc. 401(k) Profit Sharing Plan and TrustStraub Collaborative Inc. 40…$5M
End-of-year total assets ($M) among Waterfleet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN464753356
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfleet, LLC)

Sponsor-wide plan assets over time

All Waterfleet, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 84.59609230483733% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.53M $4.68M ▲ +85.0%
Year Plans Participants Total Assets
2022 1 81 $3M
2023 1 127 $4M
2024 1 149 $5M

Nearby 401(k) Plans in Texas

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

Waterfleet 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waterfleet 401(k) Plan, Total assets ($B): 0.004675256 · Participants: 149Waterfleet 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
Waterfleet 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waterfleet 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Centerville Clinics, Inc. 401(k) Plan in PA ($5M); by covered participants it is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Waterfleet 401(k) Plan assets move in 2024? ▼
Waterfleet 401(k) Plan grew sharply - up 29.5% during 2024, from $4M to $5M. Reported net income was $1M.
How have Waterfleet, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfleet, LLC's sponsor-wide assets grew 84.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Waterfleet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerville Clinics, Inc. 401(k) Plan in PA ($5M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Waterfleet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants, $4M 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 464753356.

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.