401(k) · DOL Form 5500 · 2024

Waters Truck and Tractor Co. Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
287
Participants Below avg headcount
64th
Percentile by assets National rank
$52,123
Avg per participant Low balance/head
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Official DOL plan name: Waters 401(k) Profit Sharing Plan · Sponsored by Waters Truck and Tractor Co. Inc. · Mississippi · Retail Trade

$15M in assets, 287 participants

Waters Truck and Tractor Co. Inc.'s Waters 401(k) Profit Sharing Plan reported $15M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,057 in Retail Trade (8,048 peers)

Waters Truck and Tractor Co. Inc. multi-year trail

Waters Truck and Tractor Co. Inc.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Waters 401(k) Profit Sharing Plan at $15M / 287 participants.

#6,057
in Retail Trade (8,048 peers)
+8.4%
assets growth YoY

Waters 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Waters 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,959,223 Top 36% higher than 64% 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

Waters 401(k) Profit Sharing 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. Waters 401(k) Profit Sharing Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waters 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Waters 401(k) Profit Sharing Plan reported participants rose from 250 in the plan year 2023 filing to 287 in the plan year 2024 filing.
  • Waters 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640435228 · Waters Truck and Tractor Co. Inc. PY 2024 · 401(k)

Waters 401(k) Profit Sharing Plan · $15M · 287 · 64th

  • TYPE $15M
  • TYPE 287
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Ekstra 401(k) Plan Fbo Jesse Engineering Company
  • TYPE ind #6057

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 Retail Trade retirement plans → · Plans in Mississippi →

Waters 401(k) Profit Sharing Plan in the asset neighbourhood

Waters 401(k) Profit Sharing PlanWaters 401(k) Profit Sharing…$15MEkstra 401(k) Plan Fbo Jesse Engineering CompanyEkstra 401(k) Plan Fbo Jesse…$15MSunny Sky Products, LLC 401(k) PlanSunny Sky Products, LLC 401(…$15MJ.V. Manufacturing Company, Inc. 401(k) Retirement PlanJ.V. Manufacturing Company, …$15MGeonerco Management LLC 401(k) Savings and TrustGeonerco Management LLC 401(…$15M
End-of-year total assets ($M) among Waters 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Waters Truck and Tractor Co. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waters Truck and Tractor Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.102816070510904% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.7M $15M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 219 $12M
2023 1 250 $14M
2024 1 287 $15M

Waters Truck and Tractor Co. Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN640435228
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Waters 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Waters 401(k) Profit Sharing Plan, Total assets ($M): 14.959223 · Participants: 287Waters 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Waters 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Waters 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Ekstra 401(k) Plan Fbo Jesse Engineering Company in AZ ($15M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Waters 401(k) Profit Sharing Plan assets move in 2024? ▼
Waters 401(k) Profit Sharing Plan grew at a solid clip - up 8.4% during 2024, from $14M to $15M. Reported net income was $1M.
How have Waters Truck and Tractor Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waters Truck and Tractor Co. Inc.'s sponsor-wide assets grew 28.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Waters 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ekstra 401(k) Plan Fbo Jesse Engineering Company in AZ ($15M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Waters 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants, $10M 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 640435228.

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.