401(k) · DOL Form 5500 · 2024

Waters Technologies Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
41st
Percentile by assets National rank
$270,201
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waters Employee Investment Plan for Puerto Rico · Sponsored by Waters Technologies Corporation · Massachusetts · Manufacturing

$5M in assets, 18 participants

Waters Technologies Corporation's Waters Employee Investment Plan for Puerto Rico reported $5M in total assets and 18 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.

  • #4,364 in Manufacturing (17,777 peers)

Waters Technologies Corporation multi-year trail

Waters Technologies Corporation's plans moved +27.3% in assets from 2022 to 2024; this filing shows Waters Employee Investment Plan for Puerto Rico at $5M / 18 participants.

#4,364
in Manufacturing (17,777 peers)
+22.2%
assets growth YoY

Waters Employee Investment Plan for Puerto Rico's mid-pack asset rank among Manufacturing and all filers

Waters Employee Investment Plan for Puerto Rico vs every filed plan by assets

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

$4,863,610 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

Waters Employee Investment Plan for Puerto Rico among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waters Employee Investment Plan for Puerto Rico is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waters Employee Investment Plan for Puerto Rico reported net income rose from $700K in the plan year 2023 filing to $884K in the plan year 2024 filing.
  • Waters Employee Investment Plan for Puerto Rico end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Waters Employee Investment Plan for Puerto Rico reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043234558 · Waters Technologies Corporation PY 2024 · 401(k)

Waters Employee Investment Plan for Puerto Rico · $5M · 18 · 41st

  • SCH $5M
  • EBSA 18
  • PART 41st
  • TYPE 401(k)
  • NET near The Hettema Group Profit Sharing 401(k) Plan
  • BOOK ind #4364

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 Massachusetts →

Waters Employee Investment Plan for Puerto Rico in the asset neighbourhood

Waters Employee Investment Plan for Puerto RicoWaters Employee Investment P…$5MThe Hettema Group Profit Sharing 401(k) PlanThe Hettema Group Profit Sha…$5MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Extrudex Aluminum Inc.Safe-Harbor 401(k) Profit Sh…$5MAmerican Vision Windows Retirement PlanAmerican Vision Windows Reti…$5MPvb Fabrications 401(k) Plan PlanPvb Fabrications 401(k) Plan…$5M
End-of-year total assets ($M) among Waters Employee Investment Plan for Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Waters Technologies Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Waters Technologies Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 27.34667889678149% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.99B $1.25B ▲ +26.3%
Year Plans Participants Total Assets
2022 2 3,000 $985M
2023 2 3,124 $1.1B
2024 2 2,997 $1.3B

Waters Technologies Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$884K
Employer EIN043234558
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Waters Employee Investment Plan for Puerto Rico vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Waters Employee Investment Plan for Puerto Rico, Total assets ($B): 0.00486361 · Participants: 18Waters Employee Investment Plan for Puerto RicoFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Waters Employee Investment Plan for Puerto Rico vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Waters Employee Investment Plan for Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Hettema Group Profit Sharing 401(k) Plan in CA ($5M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Employee Investment Plan for Puerto Rico assets move in 2024?
Waters Employee Investment Plan for Puerto Rico grew sharply - up 22.2% during 2024, from $4M to $5M. Reported net income was $884K.
How have Waters Technologies Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Waters Technologies Corporation's sponsor-wide assets grew 27.3%, from $985M to $1.3B.
Which 401(k) plans are similar in size to Waters Employee Investment Plan for Puerto Rico?
Among 401(k) plans in other states, the closest by assets is The Hettema Group Profit Sharing 401(k) Plan in CA ($5M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Waters Employee Investment Plan for Puerto Rico?
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).