401(k) · DOL Form 5500 · 2024

Watermark Retirement Communities, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
3,977
Participants Above avg headcount
85th
Percentile by assets National rank
$13,532
Avg per participant Low balance/head
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Official DOL plan name: Watermark Retirement Communities, LLC 401(k) Plan · Sponsored by Watermark Retirement Communities, LLC · Arizona · Healthcare & Social Assistance

$54M in assets, 3,977 participants

Watermark Retirement Communities, LLC's Watermark Retirement Communities, LLC 401(k) Plan reported $54M in total assets and 3,977 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,744 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Watermark Retirement Communities, LLC 401(k) Plan covers 3,977 participants in Arizona, 7.1x the typical Arizona plan (state average ~564 per filing). Assets: $54M.

#14,744
in Healthcare & Social Assistance (16,916 peers)
+4.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Watermark Retirement Communities, LLC 401(k) Plan's outsized position by total assets

Watermark Retirement Communities, LLC 401(k) Plan vs every filed plan by assets

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

$53,815,835 Top 15% higher than 85% 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

Watermark Retirement Communities, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watermark Retirement Communities, LLC 401(k) Plan lands in the large band (3,977 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Watermark Retirement Communities, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Watermark Retirement Communities, LLC 401(k) Plan reported participants fell from 4,177 in the plan year 2023 filing to 3,977 in the plan year 2024 filing.
  • Watermark Retirement Communities, LLC 401(k) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860587483 · Watermark Retirement Communities, LLC PY 2024 · 401(k)

Watermark Retirement Communities, LLC 401(k) Plan · $54M · 3,977 · 85th

  • TYPE $54M
  • TYPE 3,977
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Ppfa Retirement Plan
  • TYPE ind #14744

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Watermark Retirement Communities, LLC 401(k) Plan in the asset neighbourhood

Watermark Retirement Communities, LLC 401(k) PlanWatermark Retirement Communi…$54MPpfa Retirement Plan$54MSakura Finetek USA, Inc. 401(k) Retirement Savings PlanSakura Finetek USA, Inc. 401…$54MHenley Companies 401(k) Savings PlanHenley Companies 401(k) Savi…$54MNeff Group Distributors, Inc. Retirement PlanNeff Group Distributors, Inc…$54M
End-of-year total assets ($M) among Watermark Retirement Communities, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$54M
Net Income$2M
Employer EIN860587483
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watermark Retirement Communities, LLC)

Sponsor-wide plan assets over time

All Watermark Retirement Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 23.392853936929907% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.6M $53.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 3,904 $44M
2023 1 4,177 $52M
2024 1 3,977 $54M

Nearby 401(k) Plans in Arizona

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

Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -202468 Total assets ($B) Participants Watermark Retirement Communities, LLC 401(k) Plan, Total assets ($B): 0.053815835 · Participants: 3977Watermark Retirement Communities, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Watermark Retirement Communities, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Watermark Retirement Communities, LLC 401(k) Plan side-by-side with 3 peers →

Watermark Retirement Communities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ppfa Retirement Plan in NY ($54M); by covered participants it is The Cooper Companies, Inc. 401(k) Savings Plan in CA (3,977 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,977 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 Watermark Retirement Communities, LLC 401(k) Plan assets move in 2024? ▼
Watermark Retirement Communities, LLC 401(k) Plan edged up modestly - up 4.0% during 2024, from $52M to $54M. Reported net income was $2M.
How have Watermark Retirement Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watermark Retirement Communities, LLC's sponsor-wide assets grew 23.4%, from $44M to $54M.
Where does Watermark Retirement Communities, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Watermark Retirement Communities, LLC 401(k) Plan ranks in the 85th 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 Watermark Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ppfa Retirement Plan in NY ($54M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Watermark Retirement Communities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cooper Companies, Inc. 401(k) Savings Plan in CA (3,977 participants, $488M 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 860587483.

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.