401(k) · DOL Form 5500 · 2024

Water Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$631,601
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Water Asset Management, LLC 401(k) Plan · Sponsored by Water Asset Management, LLC · New York · Finance & Insurance

$5M in assets, 8 participants

Water Asset Management, LLC's Water Asset Management, LLC 401(k) Plan reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,431 in Finance & Insurance (8,549 peers)

Water Asset Management, LLC multi-year trail

Water Asset Management, LLC's plans moved +35.6% in assets from 2022 to 2024; this filing shows Water Asset Management, LLC 401(k) Plan at $5M / 8 participants.

#2,431
in Finance & Insurance (8,549 peers)
+17.1%
assets growth YoY

Water Asset Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Water Asset Management, LLC 401(k) Plan vs every filed plan by assets

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

$5,052,810 42nd percentile higher than 42% 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

Water Asset Management, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Water Asset Management, LLC 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Water Asset Management, LLC 401(k) Plan reported net income rose from $587K in the plan year 2023 filing to $739K in the plan year 2024 filing.
  • Water Asset Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Water Asset Management, LLC 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 753185062 · Water Asset Management, LLC PY 2024 · 401(k)

Water Asset Management, LLC 401(k) Plan · $5M · 8 · 42nd

  • EOY $5M
  • EOY 8
  • EOY 42nd
  • EOY 401(k)
  • EOY near Diaz Wholesale & Manufacturing Co, Inc. 401(k) Plan
  • EOY ind #2431

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 Finance & Insurance retirement plans → · Plans in New York →

Water Asset Management, LLC 401(k) Plan in the asset neighbourhood

Water Asset Management, LLC 401(k) PlanWater Asset Management, LLC …$5MDiaz Wholesale & Manufacturing Co, Inc. 401(k) PlanDiaz Wholesale & Manufacturi…$5MHillsdale Dental 401(k) Retirement PlanHillsdale Dental 401(k) Reti…$5MLaguna Tools, Inc. 401(k) Profit Sharing Plan and TrustLaguna Tools, Inc. 401(k) Pr…$5MBeacon Tri-State Solutions Inc. Retirement Savings PlanBeacon Tri-State Solutions I…$5M
End-of-year total assets ($M) among Water Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Water Asset Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Water Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.565076500695824% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.73M $5.05M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 9 $4M
2024 1 8 $5M

Water Asset Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$739K
Employer EIN753185062
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Water Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Water Asset Management, LLC 401(k) Plan, Total assets ($B): 0.00505281 · Participants: 8Water Asset Management, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Water Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Water Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Diaz Wholesale & Manufacturing Co, Inc. 401(k) Plan in GA ($5M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

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 Water Asset Management, LLC 401(k) Plan assets move in 2024?
Water Asset Management, LLC 401(k) Plan grew sharply - up 17.1% during 2024, from $4M to $5M. Reported net income was $739K.
How have Water Asset Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Water Asset Management, LLC's sponsor-wide assets grew 35.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Water Asset Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Diaz Wholesale & Manufacturing Co, Inc. 401(k) Plan in GA ($5M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Water Asset Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).