401(k) · DOL Form 5500 · 2024

Waterfront Brands 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
289
Participants Below avg headcount
57th
Percentile by assets National rank
$37,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterfront Brands Retirement Plan · Sponsored by Waterfront Brands · Minnesota · Manufacturing

$11M in assets, 289 participants

Waterfront Brands's Waterfront Brands Retirement Plan reported $11M in total assets and 289 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.

  • #7,766 in Manufacturing (17,777 peers)

Coverage in Minnesota

Waterfront Brands Retirement Plan covers 289 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#7,766
in Manufacturing (17,777 peers)
+12.9%
assets growth YoY

Waterfront Brands Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Waterfront Brands Retirement Plan vs every filed plan by assets

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

$10,814,733 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

Waterfront Brands Retirement 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. Waterfront Brands Retirement Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterfront Brands Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Waterfront Brands Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Waterfront Brands Retirement Plan reported participants rose from 265 in the plan year 2023 filing to 289 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842055726 · Waterfront Brands PY 2024 · 401(k)

Waterfront Brands Retirement Plan · $11M · 289 · 57th

  • NET $11M
  • NET 289
  • NET 57th
  • NET 401(k)
  • NET near Coleman Engineering Company Retirement Plan
  • NET ind #7766

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 Manufacturing retirement plans → · Plans in Minnesota →

Waterfront Brands Retirement Plan in the asset neighbourhood

Riverton Motor Company 401(k) Profit Sharing PlanRiverton Motor Company 401(k…$11MQuick Med Claims, LLC 401(k) Profit Sharing PlanQuick Med Claims, LLC 401(k)…$11MWaterfront Brands Retirement PlanWaterfront Brands Retirement…$11MColeman Engineering Company Retirement PlanColeman Engineering Company …$11MRccb 401(k) Retirement Plan$11M
End-of-year total assets ($M) among Waterfront Brands Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN842055726
Plan Effective Date2013-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfront Brands)

Sponsor-wide plan assets over time

All Waterfront Brands plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.53918321737302% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.81M $10.8M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 225 $8M
2023 1 265 $10M
2024 1 289 $11M

Nearby 401(k) Plans in Minnesota

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

Waterfront Brands Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Waterfront Brands Retirement Plan, Total assets ($B): 0.010814733 · Participants: 289Waterfront Brands 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
Waterfront Brands Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Waterfront Brands Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Coleman Engineering Company Retirement Plan in MI ($11M); by covered participants it is The Arbor Experts 401(k) Plan in TX (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Waterfront Brands Retirement Plan assets move in 2024? ▼
Waterfront Brands Retirement Plan grew at a solid clip - up 12.9% during 2024, from $10M to $11M. Reported net income was $1M.
How have Waterfront Brands plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfront Brands's sponsor-wide assets grew 38.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Waterfront Brands Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coleman Engineering Company Retirement Plan in MI ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Waterfront Brands Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arbor Experts 401(k) Plan in TX (289 participants, $3M 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 842055726.

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.