401(k) · DOL Form 5500 · 2024

Watermark Retirement Communities, LLC 401(k) Plan

Data updated 2026-08-11

$54M
Total assets: 3,977
Participants: 85th
Percentile by assets: $13,532
Avg per participant

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.

85th percentile by assets (of 123,622 plans)
#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.

$54M
total plan assets (2024 EOY): 3,977
covered participants: 85th
percentile by assets (of 123,622 plans): $13,532
avg assets per participant

Where Watermark Retirement Communities, LLC 401(k) Plan sits 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

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 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 →

State

Arizona

Industry

Healthcare & Social Assistance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Watermark Retirement Communities, LLC 401(k) Plan reports 3,977 participants - 7.1x that state average ($54M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$54M
Net Income	$2M
Employer EIN	860587483
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Watermark Retirement Communities, LLC)

Total plan assets by year, all Watermark Retirement Communities, LLC plans on file

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

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Watermark Retirement Communities, LLC 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Watermark Retirement Communities, LLC 401(k) Plan by total assets, not by location.

Ppfa Retirement Plan (NY) $54M · 456
Sakura Finetek USA, Inc. 401(k) Retirement Savings Plan (CA) $54M · 238
Henley Companies 401(k) Savings Plan (MA) $54M · 2,971
Neff Group Distributors, Inc. Retirement Plan (IN) $54M · 211

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).

Next read for Watermark Retirement Communities, LLC 40…

Filing takeaways

Ways to act on Watermark Retirement Communities, LLC 401(k) Plan's numbers.

By total assets, Watermark Retirement Communities, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
Watermark Retirement Communities, LLC's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.