401(k) · DOL Form 5500 · 2024
Watermill Express LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 315
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $30,703
- Avg per participant Low balance/head
Official DOL plan name: Watermill Express Retirement Plan · Sponsored by Watermill Express LLC · Colorado · Retail Trade
$10M in assets, 315 participants
Watermill Express LLC's Watermill Express Retirement Plan reported $10M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #5,285 in Retail Trade (8,048 peers)
Watermill Express LLC multi-year trail
Watermill Express LLC's plans moved +37.9% in assets from 2022 to 2024; this filing shows Watermill Express Retirement Plan at $10M / 315 participants.
- #5,285
- in Retail Trade (8,048 peers)
- +13.9%
- assets growth YoY
Watermill Express Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Watermill Express Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,671,508 Top 45% higher than 55% 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
Watermill Express Retirement Plan 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. Watermill Express Retirement Plan sits mid-pack in the medium band (315 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Watermill Express Retirement Plan reported participants rose from 227 in the plan year 2023 filing to 315 in the plan year 2024 filing.
- Watermill Express Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Watermill Express Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 421601440 · Watermill Express LLC PY 2024 · 401(k)
Watermill Express Retirement Plan · $10M · 315 · 55th
- EBSA $10M
- EBSA 315
- EBSA 55th
- EBSA 401(k)
- EBSA near Sundance Mountain Resort 401(k) Plan
- EBSA ind #5285
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 Retail Trade retirement plans → · Plans in Colorado →
Watermill Express Retirement Plan in the asset neighbourhood
Watermill Express LLC multi-year asset trail
Sponsor-wide plan assets over time
All Watermill Express LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.89630987413185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $7M |
| 2023 | 1 | 227 | $8M |
| 2024 | 1 | 315 | $10M |
Watermill Express LLC filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 421601440 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Watermill Express Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sundance Mountain Resort 401(k) Plan in UT ($10M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Sundance Mountain Resort 401(k) Plan (UT) $10M · 552
- Miura America Co. Ltd. Retirement Plan (GA) $10M · 178
- 360 Patriot 401(k) Plan (VA) $10M · 915
- S.B. Collins, Inc. 401(k) Plan (VT) $10M · 366
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Child Crisis Arizona 401(k) Plan (AZ) 315 · 0 off
- Ellwood Crankshaft Group 401(k) Savings Plan (PA) 315 · 0 off
- Delfingen US, Inc. Retirement Savings Plan (MI) 315 · 0 off
- Cutter & Buck 401(k) Plan (WA) 315 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.