Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

American Water Works Association Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by American Water Works Association Β· Colorado Β· Professional & Technical Services

What the 2023 filing shows

American Water Works Association Defined Contribution Retirement Plan holds $33M for 141 participants - about $231,963 per participant, down 5.8% over the 2024 plan year.

$33M
total plan assets (2024 EOY)
141
covered participants
$231,963
avg assets per participant
-5.8%
assets change YoY

The plan reported a net loss of $2M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$33M
Participants
141
State
Industry
Professional & Technical Services

What the Filing Says About American Water Works Association Defined Contribution Retirement Plan

American Water Works Association Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by American Water Works Association, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 141 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135660277, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2024 to $33M at year-end β€” a decline of 5.8%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-2,028,103 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$-2,028,103
Plan TypeProfit Sharing
Employer EIN135660277
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Water Works Association)

Year Plans Participants Total Assets
2022 1 132 $31M
2023 1 140 $35M
2024 1 141 $33M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Water Works Association Defined Contribution Retirement Plan?
As of the 2024 Form 5500 filing, American Water Works Association Defined Contribution Retirement Plan holds $33M in total assets with 141 participants. It is sponsored by American Water Works Association.
What type of plan is American Water Works Association Defined Contribution Retirement Plan?
American Water Works Association Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 135660277.
Who sponsors the American Water Works Association Defined Contribution Retirement Plan?
American Water Works Association Defined Contribution Retirement Plan is sponsored by American Water Works Association, located in Colorado. The sponsor's EIN is 135660277 and the plan operates in the Professional & Technical Services industry.
How did American Water Works Association Defined Contribution Retirement Plan perform in 2024?
American Water Works Association Defined Contribution Retirement Plan declined by 5.8% during 2024, moving from $35M to $33M in total assets. Net income was $-2,028,103.
Where can I find official filings for American Water Works Association Defined Contribution Retirement Plan?
Official Form 5500 filings for American Water Works Association Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135660277 or plan name at efast.dol.gov.
How does American Water Works Association Defined Contribution Retirement Plan compare to other plans?
You can compare American Water Works Association Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 135660277.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.