Waterton Property Management
Plan context: Waterton Property Management 401K Profit Sharing Plan & Trust
EIN 36-4198140 • Chicago, IL • 37 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
772
2024 Assets
$16,806,008
2024 Contributions
$4,644,682
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 772 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 772 | - | - | - |
| 2023 | 1 | 789 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 789 | - | - | - |
| 2022 | 1 | 2,160 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 2,160 | - | - | - |
| 2021 | 1 | 1,602 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,602 | - | - | - |
| 2020 | 1 | 1,247 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,247 | - | - | - |
| 2019 | 1 | 635 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 635 | - | - | - |
| 2018 | 1 | 983 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 983 | - | - | - |
| 2017 | 1 | 1,133 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,133 | - | - | - |
| 2016 | 1 | 1,113 | $0 | $0 | - |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,113 | - | - | - |
| 2015 | 2 | 1,192 | $16,806,008 | $4,644,682 | $3,897iApproximate average salary by contribution assumption: employee only about $97,414 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 1,192 | $16,806,008 | $4,644,682 | $3,897iApproximate average salary by contribution assumption: employee only about $97,414 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,054 | - | - | - |
| 2014 | 2 | 1,121 | $13,911,769 | $3,350,644 | $2,989iApproximate average salary by contribution assumption: employee only about $74,724 at 4% or $49,816 at 6%; with 50% employer match about $49,816 at 4% or $33,211 at 6%; with 100% employer match about $37,362 at 4% or $24,908 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 1,056 | $13,911,769 | $3,350,644 | $3,173iApproximate average salary by contribution assumption: employee only about $79,324 at 4% or $52,883 at 6%; with 50% employer match about $52,883 at 4% or $35,255 at 6%; with 100% employer match about $39,662 at 4% or $26,441 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 1,121 | - | - | - |
| 2013 | 2 | 1,002 | $11,448,412 | $2,509,592 | $2,505iApproximate average salary by contribution assumption: employee only about $62,615 at 4% or $41,743 at 6%; with 50% employer match about $41,743 at 4% or $27,829 at 6%; with 100% employer match about $31,307 at 4% or $20,872 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 1,002 | $11,448,412 | $2,509,592 | $2,505iApproximate average salary by contribution assumption: employee only about $62,615 at 4% or $41,743 at 6%; with 50% employer match about $41,743 at 4% or $27,829 at 6%; with 100% employer match about $31,307 at 4% or $20,872 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 862 | - | - | - |
| 2012 | 2 | 839 | $7,561,232 | $1,883,862 | $2,245iApproximate average salary by contribution assumption: employee only about $56,134 at 4% or $37,423 at 6%; with 50% employer match about $37,423 at 4% or $24,949 at 6%; with 100% employer match about $28,067 at 4% or $18,711 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 839 | $7,561,232 | $1,883,862 | $2,245iApproximate average salary by contribution assumption: employee only about $56,134 at 4% or $37,423 at 6%; with 50% employer match about $37,423 at 4% or $24,949 at 6%; with 100% employer match about $28,067 at 4% or $18,711 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 616 | - | - | - |
| 2011 | 2 | 830 | $5,344,508 | $1,201,993 | $1,448iApproximate average salary by contribution assumption: employee only about $36,205 at 4% or $24,136 at 6%; with 50% employer match about $24,136 at 4% or $16,091 at 6%; with 100% employer match about $18,102 at 4% or $12,068 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 830 | $5,344,508 | $1,201,993 | $1,448iApproximate average salary by contribution assumption: employee only about $36,205 at 4% or $24,136 at 6%; with 50% employer match about $24,136 at 4% or $16,091 at 6%; with 100% employer match about $18,102 at 4% or $12,068 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 595 | - | - | - |
| 2010 | 2 | 354 | $4,484,184 | $614,348 | $1,735iApproximate average salary by contribution assumption: employee only about $43,386 at 4% or $28,924 at 6%; with 50% employer match about $28,924 at 4% or $19,283 at 6%; with 100% employer match about $21,693 at 4% or $14,462 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 354 | $4,484,184 | $614,348 | $1,735iApproximate average salary by contribution assumption: employee only about $43,386 at 4% or $28,924 at 6%; with 50% employer match about $28,924 at 4% or $19,283 at 6%; with 100% employer match about $21,693 at 4% or $14,462 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 318 | - | - | - |
| 2009 | 2 | 428 | $3,933,667 | $705,275 | $1,648iApproximate average salary by contribution assumption: employee only about $41,196 at 4% or $27,464 at 6%; with 50% employer match about $27,464 at 4% or $18,309 at 6%; with 100% employer match about $20,598 at 4% or $13,732 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 428 | $3,933,667 | $705,275 | $1,648iApproximate average salary by contribution assumption: employee only about $41,196 at 4% or $27,464 at 6%; with 50% employer match about $27,464 at 4% or $18,309 at 6%; with 100% employer match about $20,598 at 4% or $13,732 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 310 | - | - | - |
| 2008 | 1 | 455 | $2,899,195 | $1,111,098 | $2,442iApproximate average salary by contribution assumption: employee only about $61,049 at 4% or $40,700 at 6%; with 50% employer match about $40,700 at 4% or $27,133 at 6%; with 100% employer match about $30,525 at 4% or $20,350 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 455 | $2,899,195 | $1,111,098 | $2,442iApproximate average salary by contribution assumption: employee only about $61,049 at 4% or $40,700 at 6%; with 50% employer match about $40,700 at 4% or $27,133 at 6%; with 100% employer match about $30,525 at 4% or $20,350 at 6%. |
| 2007 | 1 | 488 | $3,659,235 | $976,683 | $2,001iApproximate average salary by contribution assumption: employee only about $50,035 at 4% or $33,357 at 6%; with 50% employer match about $33,357 at 4% or $22,238 at 6%; with 100% employer match about $25,017 at 4% or $16,678 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 488 | $3,659,235 | $976,683 | $2,001iApproximate average salary by contribution assumption: employee only about $50,035 at 4% or $33,357 at 6%; with 50% employer match about $33,357 at 4% or $22,238 at 6%; with 100% employer match about $25,017 at 4% or $16,678 at 6%. |
| 2006 | 1 | 385 | $3,090,062 | $760,101 | $1,974iApproximate average salary by contribution assumption: employee only about $49,357 at 4% or $32,905 at 6%; with 50% employer match about $32,905 at 4% or $21,937 at 6%; with 100% employer match about $24,679 at 4% or $16,452 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 385 | $3,090,062 | $760,101 | $1,974iApproximate average salary by contribution assumption: employee only about $49,357 at 4% or $32,905 at 6%; with 50% employer match about $32,905 at 4% or $21,937 at 6%; with 100% employer match about $24,679 at 4% or $16,452 at 6%. |
| 2005 | 2 | 380 | $2,444,827 | $704,772 | $1,855iApproximate average salary by contribution assumption: employee only about $46,367 at 4% or $30,911 at 6%; with 50% employer match about $30,911 at 4% or $20,607 at 6%; with 100% employer match about $23,183 at 4% or $15,456 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 380 | $2,444,827 | $704,772 | $1,855iApproximate average salary by contribution assumption: employee only about $46,367 at 4% or $30,911 at 6%; with 50% employer match about $30,911 at 4% or $20,607 at 6%; with 100% employer match about $23,183 at 4% or $15,456 at 6%. |
| WATERTON PROPERTY MGMT DENTAL LIFE DISABILITY PLAN | - | 352 | - | - | - |
| 2004 | 1 | 325 | $1,968,921 | $600,559 | $1,848iApproximate average salary by contribution assumption: employee only about $46,197 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 325 | $1,968,921 | $600,559 | $1,848iApproximate average salary by contribution assumption: employee only about $46,197 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,098 at 4% or $15,399 at 6%. |
| 2003 | 1 | 325 | $1,410,543 | $583,920 | $1,797iApproximate average salary by contribution assumption: employee only about $44,917 at 4% or $29,945 at 6%; with 50% employer match about $29,945 at 4% or $19,963 at 6%; with 100% employer match about $22,458 at 4% or $14,972 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 325 | $1,410,543 | $583,920 | $1,797iApproximate average salary by contribution assumption: employee only about $44,917 at 4% or $29,945 at 6%; with 50% employer match about $29,945 at 4% or $19,963 at 6%; with 100% employer match about $22,458 at 4% or $14,972 at 6%. |
| 2002 | 2 | 302 | $767,007 | $374,878 | $1,241iApproximate average salary by contribution assumption: employee only about $31,033 at 4% or $20,689 at 6%; with 50% employer match about $20,689 at 4% or $13,792 at 6%; with 100% employer match about $15,516 at 4% or $10,344 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 302 | $767,007 | $374,878 | $1,241iApproximate average salary by contribution assumption: employee only about $31,033 at 4% or $20,689 at 6%; with 50% employer match about $20,689 at 4% or $13,792 at 6%; with 100% employer match about $15,516 at 4% or $10,344 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 234 | - | - | - |
| 2001 | 2 | 312 | $621,079 | $412,912 | $1,323iApproximate average salary by contribution assumption: employee only about $33,086 at 4% or $22,057 at 6%; with 50% employer match about $22,057 at 4% or $14,705 at 6%; with 100% employer match about $16,543 at 4% or $11,029 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 312 | $621,079 | $412,912 | $1,323iApproximate average salary by contribution assumption: employee only about $33,086 at 4% or $22,057 at 6%; with 50% employer match about $22,057 at 4% or $14,705 at 6%; with 100% employer match about $16,543 at 4% or $11,029 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 221 | - | - | - |
| 2000 | 2 | 245 | $393,313 | $403,569 | $1,647iApproximate average salary by contribution assumption: employee only about $41,181 at 4% or $27,454 at 6%; with 50% employer match about $27,454 at 4% or $18,302 at 6%; with 100% employer match about $20,590 at 4% or $13,727 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 245 | $393,313 | $403,569 | $1,647iApproximate average salary by contribution assumption: employee only about $41,181 at 4% or $27,454 at 6%; with 50% employer match about $27,454 at 4% or $18,302 at 6%; with 100% employer match about $20,590 at 4% or $13,727 at 6%. |
| Waterton Associates LLC Welfare Benefit Plan | - | 193 | - | - | - |
| 1999 | 1 | 112 | $75,450 | $72,022 | $643iApproximate average salary by contribution assumption: employee only about $16,076 at 4% or $10,718 at 6%; with 50% employer match about $10,718 at 4% or $7,145 at 6%; with 100% employer match about $8,038 at 4% or $5,359 at 6%. |
| Waterton Property Management 401K Profit Sharing Plan & Trust | - | 112 | $75,450 | $72,022 | $643iApproximate average salary by contribution assumption: employee only about $16,076 at 4% or $10,718 at 6%; with 50% employer match about $10,718 at 4% or $7,145 at 6%; with 100% employer match about $8,038 at 4% or $5,359 at 6%. |