401(k) · DOL Form 5500 · 2024

Wateree Community Actions, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
232
Participants Below avg headcount
33rd
Percentile by assets National rank
$11,519
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. · Sponsored by Wateree Community Actions, Inc · South Carolina · Healthcare & Social Assistance

$3M in assets, 232 participants

Wateree Community Actions, Inc's 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. reported $3M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,454 in Healthcare & Social Assistance (16,916 peers)

Wateree Community Actions, Inc multi-year trail

Wateree Community Actions, Inc's plans moved +31.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. at $3M / 232 participants.

#5,454
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. vs every filed plan by assets

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

$2,672,422 33rd percentile higher than 33% 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

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. 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. 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. reported participants rose from 112 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570524980 · Wateree Community Actions, Inc PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. · $3M · 232 · 33rd

  • BOY $3M
  • BOY 232
  • BOY 33rd
  • BOY 401(k)
  • BOY near Xponential Fitness LLC 401(k) Profit Sharing Plan and Trust
  • BOY ind #5454

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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc.403(b) Thrift Plan for Emplo…$3MXponential Fitness LLC 401(k) Profit Sharing Plan and TrustXponential Fitness LLC 401(k…$3MMri Services of Texas 401(k) PlanMri Services of Texas 401(k)…$3MSuccess Education Colleges 401(k) PlanSuccess Education Colleges 4…$3MLogis-Tech, LLC$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wateree Community Actions, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Wateree Community Actions, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.051250503256394% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.04M $2.67M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 112 $2M
2024 1 232 $3M

Wateree Community Actions, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$320K
Employer EIN570524980
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc., Total assets ($B): 0.002672422 · Participants: 232403(b) Thrift Plan for Employees of Wateree Community Actions, Inc.Michelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Wateree Community Actions, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Xponential Fitness LLC 401(k) Profit Sharing Plan and Trust in CA ($3M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Wateree Community Actions, Inc. grew at a solid clip - up 13.6% during 2024, from $2M to $3M. Reported net income was $320K.
How have Wateree Community Actions, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wateree Community Actions, Inc's sponsor-wide assets grew 31.1%, from $2M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Xponential Fitness LLC 401(k) Profit Sharing Plan and Trust in CA ($3M, 53 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Wateree Community Actions, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 participants, N/A 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 570524980.

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.