Defined Benefit (Pension) · DOL Form 5500 · 2024

Waterous Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
47
Participants Small participant base
80th
Percentile by assets National rank
$758,046
Avg per participant High balance/head
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Official DOL plan name: Waterous Company Pension Plan · Sponsored by Waterous Company · Alabama · Manufacturing

$36M in assets, 47 participants

Waterous Company's Waterous Company Pension Plan reported $36M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,800 in Manufacturing (17,777 peers)

Where Waterous Company Pension Plan sits by assets

Waterous Company Pension Plan sits in the top quartile of all filed plans by assets, $36M for 47 participants (~$758,046/participant), down 2.3% in 2024.

#12,800
in Manufacturing (17,777 peers)
-2.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $849K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterous Company Pension Plan's outsized position by total assets

Waterous Company Pension Plan vs every filed plan by assets

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

$35,628,147 Top 20% higher than 80% 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

Waterous Company Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterous Company Pension Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterous Company Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$849K in the plan year 2024 filing.
  • Waterous Company Pension Plan reported participants fell from 53 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Waterous Company Pension Plan end-of-year assets fell from $36M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410600750 · Waterous Company PY 2024 · Defined Benefit (Pension)

Waterous Company Pension Plan · $36M · 47 · 80th

  • EOY $36M
  • 5500 47
  • ASSETS 80th
  • PCT Defined Benefit (Pension)
  • EIN near Pinkerton Tobacco Hourly Employees Retirement Plan
  • RANK ind #12800

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 Manufacturing retirement plans → · Plans in Alabama →

Waterous Company Pension Plan in the asset neighbourhood

Waterous Company Pension Plan$36MPinkerton Tobacco Hourly Employees Retirement PlanPinkerton Tobacco Hourly Emp…$36MPorsche Employees' Retirement PlanPorsche Employees' Retiremen…$36MRetirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc.Retirement Plan of a.a. Worl…$36MEntrust Datacard Corporation Employees' Pension PlanEntrust Datacard Corporation…$36M
End-of-year total assets ($M) among Waterous Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income-$849K
Employer EIN410600750
Plan Effective Date1954-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterous Company)

Sponsor-wide plan assets over time

All Waterous Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 0.7867118920700636% vs 2022
2024 filing year
$35M$35.5M$36M$36.5M$37M 202220232024 $35.4M $35.6M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 58 $35M
2023 1 53 $36M
2024 1 47 $36M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Waterous Company Pension Plan, Total assets ($B): 0.035628147 · Participants: 47Waterous Company Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
Waterous Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Waterous Company Pension Plan side-by-side with 3 peers →

Waterous Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pinkerton Tobacco Hourly Employees Retirement Plan in VA ($36M); by covered participants it is Cemetery Employer Association Union Pension Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Waterous Company Pension Plan assets move in 2024? ▼
Waterous Company Pension Plan edged down modestly - down 2.3% during 2024, from $36M to $36M. Reported net income was -$849K.
How have Waterous Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterous Company's sponsor-wide assets grew 0.8%, from $35M to $36M.
Where does Waterous Company Pension Plan rank by assets among Form 5500 filers? ▼
Waterous Company Pension Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pinkerton Tobacco Hourly Employees Retirement Plan in VA ($36M, 675 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waterous Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cemetery Employer Association Union Pension Plan in NY (47 participants, $4M 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 410600750.

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.