401(k) · DOL Form 5500 · 2024

Waterton Associates 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
765
Participants Near avg headcount
85th
Percentile by assets National rank
$70,121
Avg per participant Below avg balance/head
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Official DOL plan name: Waterton 401(k) Profit Sharing Plan · Sponsored by Waterton Associates · Illinois · Real Estate

$54M in assets, 765 participants

Waterton Associates's Waterton 401(k) Profit Sharing Plan reported $54M in total assets and 765 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,316 in Real Estate (4,605 peers)

Where Waterton 401(k) Profit Sharing Plan sits by assets

Waterton 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 765 participants (~$70,121/participant), up 12.8% in 2024.

#4,316
in Real Estate (4,605 peers)
+12.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Waterton 401(k) Profit Sharing Plan's outsized position by total assets

Waterton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,642,606 Top 15% higher than 85% 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

Waterton 401(k) Profit Sharing 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. Waterton 401(k) Profit Sharing Plan sits mid-pack in the medium band (765 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterton 401(k) Profit Sharing Plan reported participants fell from 2,218 in the plan year 2023 filing to 765 in the plan year 2024 filing.
  • Waterton 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Waterton 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364020229 · Waterton Associates PY 2024 · 401(k)

Waterton 401(k) Profit Sharing Plan · $54M · 765 · 85th

  • BOOK $54M
  • BOOK 765
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Cregger Co., Inc. 401(k)
  • BOOK ind #4316

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 Real Estate retirement plans → · Plans in Illinois →

Waterton 401(k) Profit Sharing Plan in the asset neighbourhood

Absolute Software, Inc. 401(k) PlanAbsolute Software, Inc. 401(…$54MWaterton 401(k) Profit Sharing PlanWaterton 401(k) Profit Shari…$54MCregger Co., Inc. 401(k)$54MRsi 401(k) Retirement Savings PlanRsi 401(k) Retirement Saving…$54MVan Cleef Engineering Associates 401(k) ProfitVan Cleef Engineering Associ…$54M
End-of-year total assets ($M) among Waterton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$54M
Net Income$6M
Employer EIN364020229
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterton Associates)

Sponsor-wide plan assets over time

All Waterton Associates plans reported in each filing year

Latest sponsor-wide plan assets
$54M 35.36070639312078% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.6M $53.6M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 1,888 $40M
2023 1 2,218 $48M
2024 1 765 $54M

Nearby 401(k) Plans in Illinois

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

Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Waterton 401(k) Profit Sharing Plan, Total assets ($B): 0.053642606 · Participants: 765Waterton 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Waterton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Waterton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Waterton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cregger Co., Inc. 401(k) in SC ($54M); by covered participants it is Kentuckiana Comfort Center 401(k) Profit Sharing Plan in KY (765 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (765 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 Waterton 401(k) Profit Sharing Plan assets move in 2024? ▼
Waterton 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2024, from $48M to $54M. Reported net income was $6M.
How have Waterton Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterton Associates's sponsor-wide assets grew 35.4%, from $40M to $54M.
Where does Waterton 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Waterton 401(k) Profit Sharing Plan ranks in the 85th 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 Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cregger Co., Inc. 401(k) in SC ($54M, 872 participants).
Which 401(k) plans cover a similar participant headcount to Waterton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentuckiana Comfort Center 401(k) Profit Sharing Plan in KY (765 participants, $29M 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 364020229.

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.