401(k) · DOL Form 5500 · 2024

G. Waters & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$236,967
Avg per participant Above avg balance/head
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Official DOL plan name: G. Waters & Associates Inc. 401(k) Plan · Sponsored by G. Waters & Associates Inc. · Washington · Healthcare & Social Assistance

$711K in assets, 3 participants

G. Waters & Associates Inc.'s G. Waters & Associates Inc. 401(k) Plan reported $711K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,704 in Healthcare & Social Assistance (16,916 peers)

G. Waters & Associates Inc. multi-year trail

G. Waters & Associates Inc.'s plans moved +113.1% in assets from 2022 to 2024; this filing shows G. Waters & Associates Inc. 401(k) Plan at $711K / 3 participants.

#2,704
in Healthcare & Social Assistance (16,916 peers)
-5.4%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

G. Waters & Associates Inc. 401(k) Plan among the smaller filed plans by assets

G. Waters & Associates Inc. 401(k) Plan vs every filed plan by assets

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

$710,900 20th percentile higher than 20% 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

G. Waters & Associates Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G. Waters & Associates Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G. Waters & Associates Inc. 401(k) Plan reported net income fell from $417K in the plan year 2023 filing to -$40K in the plan year 2024 filing.
  • G. Waters & Associates Inc. 401(k) Plan end-of-year assets fell from $751K in the plan year 2023 filing to $711K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 843043187 · G. Waters & Associates Inc. PY 2024 · 401(k)

G. Waters & Associates Inc. 401(k) Plan · $711K · 3 · 20th

  • SCH $711K
  • EBSA 3
  • PART 20th
  • TYPE 401(k)
  • NET near Variations, LLC. 401(k) Plan
  • BOOK ind #2704

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 Washington →

G. Waters & Associates Inc. 401(k) Plan in the asset neighbourhood

G. Waters & Associates Inc. 401(k) PlanG. Waters & Associates Inc. …$711KVariations, LLC. 401(k) Plan$711KBundtastic Trio, Inc. 401(k) PlanBundtastic Trio, Inc. 401(k)…$711KEast Tennessee Senior Care Inc 401(k) PlanEast Tennessee Senior Care I…$711KDluzak & Associates, Inc. Retirement PlanDluzak & Associates, Inc. Re…$711K
End-of-year total assets ($M) among G. Waters & Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

G. Waters & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G. Waters & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$711K 113.0631157146411% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.33M $0.71M ▲ +115.2%
Year Plans Participants Total Assets
2022 1 4 $334K
2023 1 3 $751K
2024 1 3 $711K

G. Waters & Associates Inc. filing trail (2024)

Total Assets (Beginning of Year)$751K
Net Assets (End of Year)$711K
Net Income-$40K
Employer EIN843043187
Plan Effective Date2019-09-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

G. Waters & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants G. Waters & Associates Inc. 401(k) Plan, Total assets ($B): 0.0007109 · Participants: 3G. Waters & Associates Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
G. Waters & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare G. Waters & Associates Inc. 401(k) Plan side-by-side with 3 peers →

G. Waters & Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Variations, LLC. 401(k) Plan in AL ($711K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($711K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 G. Waters & Associates Inc. 401(k) Plan assets move in 2024? ▼
G. Waters & Associates Inc. 401(k) Plan pulled back noticeably - down 5.4% during 2024, from $751K to $711K. Reported net income was -$40K.
How have G. Waters & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G. Waters & Associates Inc.'s sponsor-wide assets grew 113.1%, from $334K to $711K.
Where does G. Waters & Associates Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
G. Waters & Associates Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to G. Waters & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Variations, LLC. 401(k) Plan in AL ($711K, 5 participants).
Which 401(k) plans cover a similar participant headcount to G. Waters & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 843043187.

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.