401(k) · DOL Form 5500 · 2024

Waterbridge Management Company LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
425
Participants Below avg headcount
75th
Percentile by assets National rank
$60,794
Avg per participant Low balance/head
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Official DOL plan name: Waterbridge Management Company 401(k) Plan · Sponsored by Waterbridge Management Company LLC · Texas · Utilities

$26M in assets, 425 participants

Waterbridge Management Company LLC's Waterbridge Management Company 401(k) Plan reported $26M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #289 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Waterbridge Management Company 401(k) Plan ranks #289 of 732 2024 filers by assets (2078% of the sector average)-$26M for 425 participants.

#289
in Utilities (732 peers)
+39.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Waterbridge Management Company 401(k) Plan's outsized position by total assets

Waterbridge Management Company 401(k) Plan vs every filed plan by assets

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

$25,837,332 Top 25% higher than 75% 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

Waterbridge Management Company 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. Waterbridge Management Company 401(k) Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterbridge Management Company 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Waterbridge Management Company 401(k) Plan reported participants rose from 368 in the plan year 2023 filing to 425 in the plan year 2024 filing.
  • Waterbridge Management Company 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364898754 · Waterbridge Management Company LLC PY 2024 · 401(k)

Waterbridge Management Company 401(k) Plan · $26M · 425 · 75th

  • NET $26M
  • BOOK 425
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Anchor General Insurance Group 401(k) Plan
  • EBSA ind #289

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 →

Waterbridge Management Company 401(k) Plan in the asset neighbourhood

Waterbridge Management Company 401(k) PlanWaterbridge Management Compa…$26MAnchor General Insurance Group 401(k) PlanAnchor General Insurance Gro…$26MWish US Holdings LLC 401(k) PlanWish US Holdings LLC 401(k) …$26MMosaic Atm, Inc. 401(k) Plan$26MAscom (US), Inc. Retirement PlanAscom (US), Inc. Retirement …$26M
End-of-year total assets ($M) among Waterbridge Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN364898754
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterbridge Management Company LLC)

Sponsor-wide plan assets over time

All Waterbridge Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 115.55034291811053% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12M $25.8M ▲ +115.5%
Year Plans Participants Total Assets
2022 1 237 $12M
2023 1 368 $19M
2024 1 425 $26M

Nearby 401(k) Plans in Texas

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

Waterbridge Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Waterbridge Management Company 401(k) Plan, Total assets ($B): 0.025837332 · Participants: 425Waterbridge Management Company 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
Waterbridge Management Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Waterbridge Management Company 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Anchor General Insurance Group 401(k) Plan in CA ($26M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Waterbridge Management Company 401(k) Plan assets move in 2024? ▼
Waterbridge Management Company 401(k) Plan surged - up 39.0% during 2024, from $19M to $26M. Reported net income was $7M.
How have Waterbridge Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterbridge Management Company LLC's sponsor-wide assets grew 115.6%, from $12M to $26M.
Where does Waterbridge Management Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Waterbridge Management Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Waterbridge Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anchor General Insurance Group 401(k) Plan in CA ($26M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Waterbridge Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants, $2M 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 364898754.

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.