401(k) · DOL Form 5500 · 2024

Waterford Hotel Group, LLC 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
1,433
Participants
75th
Percentile by assets
$18,474
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
1,433
covered participants
75th
percentile by assets (of 123,622 plans)
$18,474
avg assets per participant

Where Waterford Hotel Group, LLC 401(k) Savings Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Food Services & Accommodation

Waterford Hotel Group, LLC 401(k) Savings Plan vs the 2024 asset distribution

By assets, Waterford Hotel Group, LLC 401(k) Savings Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$18M$20M$22M$24M$26M$28M 202220232024 $20.1M $26.5M ▲ +31.5%
Total plan assets by year, all Waterford Hotel Group, LLC plans on file
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

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 Grou…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Eversource 401(k) PlanXerox Corporation Sa…
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) Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Waterford Hotel Group, LLC 401(k) Savings Plan by total assets, not by location.

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).

Next read for Waterford Hotel Group, LLC 401(k) Saving…

Scale reading

Ways to act on Waterford Hotel Group, LLC 401(k) Savings Plan's numbers.

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.