Watsco Inc.
Plan context: Watsco Inc. Profit Sharing Retirement Plan and Trust
EIN 59-0778222 • 51 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6,462
2024 Assets
$562,077,878
2024 Contributions
$53,921,046
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 | 2 | 6,462 | $562,077,878 | $53,921,046 | $8,344iApproximate average salary by contribution assumption: employee only about $208,608 at 4% or $139,072 at 6%; with 50% employer match about $139,072 at 4% or $92,715 at 6%; with 100% employer match about $104,304 at 4% or $69,536 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 6,285 | $562,077,878 | $53,921,046 | $8,579iApproximate average salary by contribution assumption: employee only about $214,483 at 4% or $142,989 at 6%; with 50% employer match about $142,989 at 4% or $95,326 at 6%; with 100% employer match about $107,242 at 4% or $71,494 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 6,462 | - | - | - |
| 2023 | 2 | 6,527 | $493,159,782 | $54,769,681 | $8,391iApproximate average salary by contribution assumption: employee only about $209,781 at 4% or $139,854 at 6%; with 50% employer match about $139,854 at 4% or $93,236 at 6%; with 100% employer match about $104,891 at 4% or $69,927 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 6,527 | $493,159,782 | $54,769,681 | $8,391iApproximate average salary by contribution assumption: employee only about $209,781 at 4% or $139,854 at 6%; with 50% employer match about $139,854 at 4% or $93,236 at 6%; with 100% employer match about $104,891 at 4% or $69,927 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 6,333 | - | - | - |
| 2022 | 2 | 6,323 | $372,650,905 | $65,544,414 | $10,366iApproximate average salary by contribution assumption: employee only about $259,151 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,384 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 6,323 | $372,650,905 | $65,544,414 | $10,366iApproximate average salary by contribution assumption: employee only about $259,151 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,384 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,620 | - | - | - |
| 2021 | 2 | 5,457 | $422,436,131 | $39,148,954 | $7,174iApproximate average salary by contribution assumption: employee only about $179,352 at 4% or $119,568 at 6%; with 50% employer match about $119,568 at 4% or $79,712 at 6%; with 100% employer match about $89,676 at 4% or $59,784 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 5,457 | $422,436,131 | $39,148,954 | $7,174iApproximate average salary by contribution assumption: employee only about $179,352 at 4% or $119,568 at 6%; with 50% employer match about $119,568 at 4% or $79,712 at 6%; with 100% employer match about $89,676 at 4% or $59,784 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,888 | - | - | - |
| 2020 | 2 | 4,371 | $199,060,200 | $21,409,251 | $4,898iApproximate average salary by contribution assumption: employee only about $122,451 at 4% or $81,634 at 6%; with 50% employer match about $81,634 at 4% or $54,422 at 6%; with 100% employer match about $61,225 at 4% or $40,817 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 3,010 | $199,060,200 | $21,409,251 | $7,113iApproximate average salary by contribution assumption: employee only about $177,818 at 4% or $118,545 at 6%; with 50% employer match about $118,545 at 4% or $79,030 at 6%; with 100% employer match about $88,909 at 4% or $59,273 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,371 | - | - | - |
| 2019 | 2 | 4,367 | $152,669,058 | $12,197,550 | $2,793iApproximate average salary by contribution assumption: employee only about $69,828 at 4% or $46,552 at 6%; with 50% employer match about $46,552 at 4% or $31,035 at 6%; with 100% employer match about $34,914 at 4% or $23,276 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,898 | $152,669,058 | $12,197,550 | $4,209iApproximate average salary by contribution assumption: employee only about $105,224 at 4% or $70,149 at 6%; with 50% employer match about $70,149 at 4% or $46,766 at 6%; with 100% employer match about $52,612 at 4% or $35,075 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,367 | - | - | - |
| 2018 | 2 | 4,369 | $124,838,737 | $10,644,604 | $2,436iApproximate average salary by contribution assumption: employee only about $60,910 at 4% or $40,607 at 6%; with 50% employer match about $40,607 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,766 | $124,838,737 | $10,644,604 | $3,848iApproximate average salary by contribution assumption: employee only about $96,209 at 4% or $64,140 at 6%; with 50% employer match about $64,140 at 4% or $42,760 at 6%; with 100% employer match about $48,105 at 4% or $32,070 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,369 | - | - | - |
| 2017 | 2 | 4,328 | $133,503,106 | $8,121,674 | $1,877iApproximate average salary by contribution assumption: employee only about $46,914 at 4% or $31,276 at 6%; with 50% employer match about $31,276 at 4% or $20,850 at 6%; with 100% employer match about $23,457 at 4% or $15,638 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,701 | $133,503,106 | $8,121,674 | $3,007iApproximate average salary by contribution assumption: employee only about $75,173 at 4% or $50,115 at 6%; with 50% employer match about $50,115 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,058 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,328 | - | - | - |
| 2016 | 2 | 4,295 | $114,589,072 | $6,505,602 | $1,515iApproximate average salary by contribution assumption: employee only about $37,867 at 4% or $25,245 at 6%; with 50% employer match about $25,245 at 4% or $16,830 at 6%; with 100% employer match about $18,934 at 4% or $12,622 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,682 | $114,589,072 | $6,505,602 | $2,426iApproximate average salary by contribution assumption: employee only about $60,641 at 4% or $40,428 at 6%; with 50% employer match about $40,428 at 4% or $26,952 at 6%; with 100% employer match about $30,321 at 4% or $20,214 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,295 | - | - | - |
| 2015 | 2 | 4,283 | $108,887,432 | $6,201,384 | $1,448iApproximate average salary by contribution assumption: employee only about $36,198 at 4% or $24,132 at 6%; with 50% employer match about $24,132 at 4% or $16,088 at 6%; with 100% employer match about $18,099 at 4% or $12,066 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,989 | $108,887,432 | $6,201,384 | $3,118iApproximate average salary by contribution assumption: employee only about $77,946 at 4% or $51,964 at 6%; with 50% employer match about $51,964 at 4% or $34,643 at 6%; with 100% employer match about $38,973 at 4% or $25,982 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,283 | - | - | - |
| 2014 | 2 | 4,239 | $106,110,610 | $4,971,016 | $1,173iApproximate average salary by contribution assumption: employee only about $29,317 at 4% or $19,545 at 6%; with 50% employer match about $19,545 at 4% or $13,030 at 6%; with 100% employer match about $14,659 at 4% or $9,772 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,969 | $106,110,610 | $4,971,016 | $2,525iApproximate average salary by contribution assumption: employee only about $63,116 at 4% or $42,077 at 6%; with 50% employer match about $42,077 at 4% or $28,052 at 6%; with 100% employer match about $31,558 at 4% or $21,039 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 4,239 | - | - | - |
| 2013 | 2 | 3,109 | $101,395,958 | $4,374,956 | $1,407iApproximate average salary by contribution assumption: employee only about $35,180 at 4% or $23,453 at 6%; with 50% employer match about $23,453 at 4% or $15,635 at 6%; with 100% employer match about $17,590 at 4% or $11,727 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,055 | $101,395,958 | $4,374,956 | $2,129iApproximate average salary by contribution assumption: employee only about $53,223 at 4% or $35,482 at 6%; with 50% employer match about $35,482 at 4% or $23,655 at 6%; with 100% employer match about $26,612 at 4% or $17,741 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 3,109 | - | - | - |
| 2012 | 2 | 3,109 | $85,074,798 | $4,165,280 | $1,340iApproximate average salary by contribution assumption: employee only about $33,494 at 4% or $22,329 at 6%; with 50% employer match about $22,329 at 4% or $14,886 at 6%; with 100% employer match about $16,747 at 4% or $11,165 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,075 | $85,074,798 | $4,165,280 | $2,007iApproximate average salary by contribution assumption: employee only about $50,184 at 4% or $33,456 at 6%; with 50% employer match about $33,456 at 4% or $22,304 at 6%; with 100% employer match about $25,092 at 4% or $16,728 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 3,109 | - | - | - |
| 2011 | 2 | 3,521 | $80,477,230 | $4,792,539 | $1,361iApproximate average salary by contribution assumption: employee only about $34,028 at 4% or $22,686 at 6%; with 50% employer match about $22,686 at 4% or $15,124 at 6%; with 100% employer match about $17,014 at 4% or $11,343 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,067 | $80,477,230 | $4,792,539 | $2,319iApproximate average salary by contribution assumption: employee only about $57,965 at 4% or $38,643 at 6%; with 50% employer match about $38,643 at 4% or $25,762 at 6%; with 100% employer match about $28,982 at 4% or $19,322 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 3,521 | - | - | - |
| 2010 | 2 | 2,480 | $83,511,006 | $4,774,781 | $1,925iApproximate average salary by contribution assumption: employee only about $48,133 at 4% or $32,089 at 6%; with 50% employer match about $32,089 at 4% or $21,392 at 6%; with 100% employer match about $24,066 at 4% or $16,044 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,181 | $83,511,006 | $4,774,781 | $2,189iApproximate average salary by contribution assumption: employee only about $54,732 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,325 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,480 | - | - | - |
| 2009 | 2 | 2,485 | $79,336,512 | $7,027,648 | $2,828iApproximate average salary by contribution assumption: employee only about $70,701 at 4% or $47,134 at 6%; with 50% employer match about $47,134 at 4% or $31,423 at 6%; with 100% employer match about $35,350 at 4% or $23,567 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,480 | $79,336,512 | $7,027,648 | $2,834iApproximate average salary by contribution assumption: employee only about $70,843 at 4% or $47,229 at 6%; with 50% employer match about $47,229 at 4% or $31,486 at 6%; with 100% employer match about $35,422 at 4% or $23,614 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,485 | - | - | - |
| 2008 | 2 | 2,792 | $62,563,174 | $8,015,074 | $2,871iApproximate average salary by contribution assumption: employee only about $71,768 at 4% or $47,845 at 6%; with 50% employer match about $47,845 at 4% or $31,897 at 6%; with 100% employer match about $35,884 at 4% or $23,923 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,792 | $62,563,174 | $8,015,074 | $2,871iApproximate average salary by contribution assumption: employee only about $71,768 at 4% or $47,845 at 6%; with 50% employer match about $47,845 at 4% or $31,897 at 6%; with 100% employer match about $35,884 at 4% or $23,923 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,183 | - | - | - |
| 2007 | 2 | 3,164 | $79,766,346 | $7,795,949 | $2,464iApproximate average salary by contribution assumption: employee only about $61,599 at 4% or $41,066 at 6%; with 50% employer match about $41,066 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,533 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 3,164 | $79,766,346 | $7,795,949 | $2,464iApproximate average salary by contribution assumption: employee only about $61,599 at 4% or $41,066 at 6%; with 50% employer match about $41,066 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,533 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,405 | - | - | - |
| 2006 | 2 | 2,441 | $78,042,250 | $11,427,591 | $4,682iApproximate average salary by contribution assumption: employee only about $117,038 at 4% or $78,025 at 6%; with 50% employer match about $78,025 at 4% or $52,017 at 6%; with 100% employer match about $58,519 at 4% or $39,013 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,087 | $78,042,250 | $11,427,591 | $5,476iApproximate average salary by contribution assumption: employee only about $136,890 at 4% or $91,260 at 6%; with 50% employer match about $91,260 at 4% or $60,840 at 6%; with 100% employer match about $68,445 at 4% or $45,630 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,441 | - | - | - |
| 2005 | 2 | 2,539 | $67,107,513 | $6,927,580 | $2,728iApproximate average salary by contribution assumption: employee only about $68,212 at 4% or $45,474 at 6%; with 50% employer match about $45,474 at 4% or $30,316 at 6%; with 100% employer match about $34,106 at 4% or $22,737 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,953 | $67,107,513 | $6,927,580 | $3,547iApproximate average salary by contribution assumption: employee only about $88,679 at 4% or $59,119 at 6%; with 50% employer match about $59,119 at 4% or $39,413 at 6%; with 100% employer match about $44,339 at 4% or $29,560 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,539 | - | - | - |
| 2004 | 2 | 1,927 | $53,901,519 | $4,971,663 | $2,580iApproximate average salary by contribution assumption: employee only about $64,500 at 4% or $43,000 at 6%; with 50% employer match about $43,000 at 4% or $28,667 at 6%; with 100% employer match about $32,250 at 4% or $21,500 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,614 | $53,901,519 | $4,971,663 | $3,080iApproximate average salary by contribution assumption: employee only about $77,008 at 4% or $51,339 at 6%; with 50% employer match about $51,339 at 4% or $34,226 at 6%; with 100% employer match about $38,504 at 4% or $25,669 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 1,927 | - | - | - |
| 2003 | 2 | 2,053 | $0 | $0 | - |
| Watsco Inc. Flexible Benefit Plan | - | 2,053 | - | - | - |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,590 | - | - | - |
| 2002 | 2 | 2,348 | $32,892,333 | $4,759,346 | $2,027iApproximate average salary by contribution assumption: employee only about $50,674 at 4% or $33,783 at 6%; with 50% employer match about $33,783 at 4% or $22,522 at 6%; with 100% employer match about $25,337 at 4% or $16,891 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,722 | $32,892,333 | $4,759,346 | $2,764iApproximate average salary by contribution assumption: employee only about $69,096 at 4% or $46,064 at 6%; with 50% employer match about $46,064 at 4% or $30,709 at 6%; with 100% employer match about $34,548 at 4% or $23,032 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,348 | - | - | - |
| 2001 | 2 | 2,246 | $0 | $0 | - |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 1,892 | - | - | - |
| Watsco Inc. Flexible Benefit Plan | - | 2,246 | - | - | - |
| 2000 | 2 | 2,644 | $33,990,558 | $6,266,747 | $2,370iApproximate average salary by contribution assumption: employee only about $59,254 at 4% or $39,503 at 6%; with 50% employer match about $39,503 at 4% or $26,335 at 6%; with 100% employer match about $29,627 at 4% or $19,751 at 6%. |
| Watsco Inc. Profit Sharing Retirement Plan and Trust | - | 2,644 | $33,990,558 | $6,266,747 | $2,370iApproximate average salary by contribution assumption: employee only about $59,254 at 4% or $39,503 at 6%; with 50% employer match about $39,503 at 4% or $26,335 at 6%; with 100% employer match about $29,627 at 4% or $19,751 at 6%. |
| Watsco Inc. Flexible Benefit Plan | - | 2,029 | - | - | - |
| 1999 | 1 | 1,909 | $0 | $0 | - |
| Watsco Inc. Flexible Benefit Plan | - | 1,909 | - | - | - |