401(k) · DOL Form 5500 · 2024

Waterford Hotel Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,433
Participants Near avg headcount
75th
Percentile by assets National rank
$18,474
Avg per participant Low balance/head
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Official DOL plan name: Waterford Hotel Group, LLC 401(k) Savings Plan · Sponsored by Waterford Hotel Group, LLC · Connecticut · Food Services & Accommodation

$26M in assets, 1,433 participants

Waterford Hotel Group, LLC's Waterford Hotel Group, LLC 401(k) Savings Plan reported $26M in total assets and 1,433 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #3,421 in Food Services & Accommodation (3,672 peers)

Where Waterford Hotel Group, LLC 401(k) Savings Plan sits by assets

Waterford Hotel Group, LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $26M for 1,433 participants (~$18,474/participant), up 15.8% in 2024.

#3,421
in Food Services & Accommodation (3,672 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Waterford Hotel Group, LLC 401(k) Savings Plan's outsized position by total assets

Waterford Hotel Group, LLC 401(k) Savings Plan vs every filed plan by assets

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

$26,472,585 Top 25% higher than 75% 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

Waterford Hotel Group, LLC 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterford Hotel Group, LLC 401(k) Savings Plan lands in the large band (1,433 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterford Hotel Group, LLC 401(k) Savings Plan reported participants rose from 831 in the plan year 2023 filing to 1,433 in the plan year 2024 filing.
  • Waterford Hotel Group, LLC 401(k) Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Waterford Hotel Group, LLC 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061117701 · Waterford Hotel Group, LLC PY 2024 · 401(k)

Waterford Hotel Group, LLC 401(k) Savings Plan · $26M · 1,433 · 75th

  • BOOK $26M
  • VS-ST 1,433
  • BOY 75th
  • SCH 401(k)
  • EBSA near Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan
  • PART ind #3421

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 Food Services & Accommodation retirement plans → · Plans in Connecticut →

Waterford Hotel Group, LLC 401(k) Savings Plan in the asset neighbourhood

Waterford Hotel Group, LLC 401(k) Savings PlanWaterford Hotel Group, LLC 4…$26MAmalgamated Bank of Chicago Salaried Employees' Profit Sharing PlanAmalgamated Bank of Chicago …$26MOaks 401(k) Plan and Trust$26MGollust Management, Inc. 401(k)Gollust Management, Inc. 401…$26MW.D. Campbell & Son, Inc. Employee Stock Ownership and Savings PlanW.D. Campbell & Son, Inc. Em…$26M
End-of-year total assets ($M) among Waterford Hotel Group, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN061117701
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford Hotel Group, LLC)

Sponsor-wide plan assets over time

All Waterford Hotel Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.49768339304212% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $26.5M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 472 $20M
2023 1 831 $23M
2024 1 1,433 $26M

Nearby 401(k) Plans in Connecticut

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

Waterford Hotel Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Waterford Hotel Group, LLC 401(k) Savings Plan, Total assets ($B): 0.026472585 · Participants: 1433Waterford Hotel Group, LLC 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Waterford Hotel Group, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Waterford Hotel Group, LLC 401(k) Savings Plan side-by-side with 3 peers →

Waterford Hotel Group, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M); by covered participants it is Peachtree Hotel Group 401(k) Plan in GA (1,433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,433 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 Waterford Hotel Group, LLC 401(k) Savings Plan assets move in 2024? ▼
Waterford Hotel Group, LLC 401(k) Savings Plan grew sharply - up 15.8% during 2024, from $23M to $26M. Reported net income was $4M.
How have Waterford Hotel Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford Hotel Group, LLC's sponsor-wide assets grew 31.5%, from $20M to $26M.
Where does Waterford Hotel Group, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Waterford Hotel Group, LLC 401(k) Savings Plan ranks in the 75th 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 401(k) plans are similar in size to Waterford Hotel Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Waterford Hotel Group, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peachtree Hotel Group 401(k) Plan in GA (1,433 participants, $19M 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 061117701.

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.