401(k) · DOL Form 5500 · 2024
Cain, Watters & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 339
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $134,256
- Avg per participant Near avg balance/head
Official DOL plan name: Cain, Watters & Associates, LLC Retirement Plan & Trust · Sponsored by Cain, Watters & Associates, LLC · Texas · Professional & Technical Services
$46M in assets, 339 participants
Cain, Watters & Associates, LLC's Cain, Watters & Associates, LLC Retirement Plan & Trust reported $46M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,884 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Cain, Watters & Associates, LLC Retirement Plan & Trust covers 339 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $46M.
- #16,884
- in Professional & Technical Services (20,173 peers)
- +20.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cain, Watters & Associates, LLC Retirement Plan & Trust's outsized position by total assets
Cain, Watters & Associates, LLC Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,512,763 Top 17% higher than 83% 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
Cain, Watters & Associates, LLC Retirement Plan & Trust 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. Cain, Watters & Associates, LLC Retirement Plan & Trust sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cain, Watters & Associates, LLC Retirement Plan & Trust end-of-year assets rose from $38M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Cain, Watters & Associates, LLC Retirement Plan & Trust reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Cain, Watters & Associates, LLC Retirement Plan & Trust reported participants rose from 326 in the plan year 2023 filing to 339 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 320216084 · Cain, Watters & Associates, LLC PY 2024 · 401(k)
Cain, Watters & Associates, LLC Retirement Plan & Trust · $46M · 339 · 83rd
- PHOTO $46M
- PHOTO 339
- PHOTO 83rd
- PHOTO 401(k)
- PHOTO near Shake Shack Retirement Plan
- PHOTO ind #16884
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 Professional & Technical Services retirement plans → · Plans in Texas →
Cain, Watters & Associates, LLC Retirement Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $8M |
| Employer EIN | 320216084 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cain, Watters & Associates, LLC)
Sponsor-wide plan assets over time
All Cain, Watters & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 56.608406439487126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 452 | $29M |
| 2023 | 1 | 326 | $38M |
| 2024 | 1 | 339 | $46M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Cain, Watters & Associates, LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Shake Shack Retirement Plan in NY ($46M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Shake Shack Retirement Plan (NY) $46M · 7,109
- Emil Estafanous, Cpa an Accountancy Corporation 401(k) Plan (CA) $46M · 2
- Jmac, Inc. 401(k) Plan (OH) $46M · 568
- Asna Retirement Plan (AK) $46M · 351
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Smart Sand, Inc. Retirement Plan (IL) 339 · 0 off
- Iwx 401(k) Plan (MO) 339 · 0 off
- Hilo Medical Investors, Ltd. 401(k) Plan (HI) 339 · 0 off
- Telarus 401(k) Profit Sharing Plan (UT) 339 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.