Watermark Retirement Comm. Inc.
Plan context: Watermark Retirement Communities Inc. 401(K) Plan
EIN 86-0587483 • Tuscon, AZ • 49 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,946
2024 Assets
$53,815,835
2024 Contributions
$10,895,009
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 | 2,946 | $53,815,835 | $10,895,009 | $3,698iApproximate average salary by contribution assumption: employee only about $92,456 at 4% or $61,637 at 6%; with 50% employer match about $61,637 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 2,946 | $53,815,835 | $10,895,009 | $3,698iApproximate average salary by contribution assumption: employee only about $92,456 at 4% or $61,637 at 6%; with 50% employer match about $61,637 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| Watermark Retirement Communities Inc | - | 2,858 | - | - | - |
| 2023 | 2 | 3,950 | $51,739,473 | $12,028,405 | $3,045iApproximate average salary by contribution assumption: employee only about $76,129 at 4% or $50,753 at 6%; with 50% employer match about $50,753 at 4% or $33,835 at 6%; with 100% employer match about $38,065 at 4% or $25,376 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,950 | $51,739,473 | $12,028,405 | $3,045iApproximate average salary by contribution assumption: employee only about $76,129 at 4% or $50,753 at 6%; with 50% employer match about $50,753 at 4% or $33,835 at 6%; with 100% employer match about $38,065 at 4% or $25,376 at 6%. |
| Watermark Retirement Communities Inc | - | 3,619 | - | - | - |
| 2022 | 2 | 4,216 | $43,613,413 | $10,963,899 | $2,601iApproximate average salary by contribution assumption: employee only about $65,014 at 4% or $43,342 at 6%; with 50% employer match about $43,342 at 4% or $28,895 at 6%; with 100% employer match about $32,507 at 4% or $21,671 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 4,008 | $43,613,413 | $10,963,899 | $2,736iApproximate average salary by contribution assumption: employee only about $68,388 at 4% or $45,592 at 6%; with 50% employer match about $45,592 at 4% or $30,394 at 6%; with 100% employer match about $34,194 at 4% or $22,796 at 6%. |
| Watermark Retirement Communities Inc | - | 4,216 | - | - | - |
| 2021 | 2 | 4,058 | $46,313,194 | $10,095,784 | $2,488iApproximate average salary by contribution assumption: employee only about $62,197 at 4% or $41,465 at 6%; with 50% employer match about $41,465 at 4% or $27,643 at 6%; with 100% employer match about $31,098 at 4% or $20,732 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,712 | $46,313,194 | $10,095,784 | $2,720iApproximate average salary by contribution assumption: employee only about $67,994 at 4% or $45,329 at 6%; with 50% employer match about $45,329 at 4% or $30,220 at 6%; with 100% employer match about $33,997 at 4% or $22,665 at 6%. |
| Watermark Retirement Communities Inc | - | 4,058 | - | - | - |
| 2020 | 2 | 4,160 | $38,264,368 | $8,897,312 | $2,139iApproximate average salary by contribution assumption: employee only about $53,469 at 4% or $35,646 at 6%; with 50% employer match about $35,646 at 4% or $23,764 at 6%; with 100% employer match about $26,735 at 4% or $17,823 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 4,021 | $38,264,368 | $8,897,312 | $2,213iApproximate average salary by contribution assumption: employee only about $55,318 at 4% or $36,879 at 6%; with 50% employer match about $36,879 at 4% or $24,586 at 6%; with 100% employer match about $27,659 at 4% or $18,439 at 6%. |
| Watermark Retirement Communities Inc | - | 4,160 | - | - | - |
| 2019 | 2 | 4,231 | $29,648,639 | $5,596,954 | $1,323iApproximate average salary by contribution assumption: employee only about $33,071 at 4% or $22,047 at 6%; with 50% employer match about $22,047 at 4% or $14,698 at 6%; with 100% employer match about $16,536 at 4% or $11,024 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 4,020 | $29,648,639 | $5,596,954 | $1,392iApproximate average salary by contribution assumption: employee only about $34,807 at 4% or $23,205 at 6%; with 50% employer match about $23,205 at 4% or $15,470 at 6%; with 100% employer match about $17,403 at 4% or $11,602 at 6%. |
| Watermark Retirement Communities Inc | - | 4,231 | - | - | - |
| 2018 | 2 | 3,831 | $22,763,641 | $4,896,840 | $1,278iApproximate average salary by contribution assumption: employee only about $31,955 at 4% or $21,304 at 6%; with 50% employer match about $21,304 at 4% or $14,202 at 6%; with 100% employer match about $15,978 at 4% or $10,652 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,831 | $22,763,641 | $4,896,840 | $1,278iApproximate average salary by contribution assumption: employee only about $31,955 at 4% or $21,304 at 6%; with 50% employer match about $21,304 at 4% or $14,202 at 6%; with 100% employer match about $15,978 at 4% or $10,652 at 6%. |
| Watermark Retirement Communities Inc | - | 2,744 | - | - | - |
| 2017 | 3 | 3,737 | $22,039,755 | $4,411,143 | $1,180iApproximate average salary by contribution assumption: employee only about $29,510 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,116 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,737 | $22,039,755 | $4,411,143 | $1,180iApproximate average salary by contribution assumption: employee only about $29,510 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,116 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%. |
| Watermark Retirement Communities Inc | - | 3,657 | - | - | - |
| Watermark Retirement Communities Inc | - | 3,657 | - | - | - |
| 2016 | 3 | 3,587 | $16,859,472 | $3,139,729 | $875iApproximate average salary by contribution assumption: employee only about $21,883 at 4% or $14,588 at 6%; with 50% employer match about $14,588 at 4% or $9,726 at 6%; with 100% employer match about $10,941 at 4% or $7,294 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,587 | $16,859,472 | $3,139,729 | $875iApproximate average salary by contribution assumption: employee only about $21,883 at 4% or $14,588 at 6%; with 50% employer match about $14,588 at 4% or $9,726 at 6%; with 100% employer match about $10,941 at 4% or $7,294 at 6%. |
| Watermark Retirement Communities Inc | - | 2,419 | - | - | - |
| Watermark Retirement Communities Inc | - | 2,690 | - | - | - |
| 2015 | 5 | 3,682 | $14,496,536 | $2,915,140 | $792iApproximate average salary by contribution assumption: employee only about $19,793 at 4% or $13,195 at 6%; with 50% employer match about $13,195 at 4% or $8,797 at 6%; with 100% employer match about $9,897 at 4% or $6,598 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,682 | $14,243,672 | $2,859,867 | $777iApproximate average salary by contribution assumption: employee only about $19,418 at 4% or $12,945 at 6%; with 50% employer match about $12,945 at 4% or $8,630 at 6%; with 100% employer match about $9,709 at 4% or $6,473 at 6%. |
| 3030 UNION 401(K) PLAN | - | 43 | $210,128 | $44,102 | $1,026iApproximate average salary by contribution assumption: employee only about $25,641 at 4% or $17,094 at 6%; with 50% employer match about $17,094 at 4% or $11,396 at 6%; with 100% employer match about $12,820 at 4% or $8,547 at 6%. |
| Rose Tree Union 401(K) Plan | - | 32 | $42,736 | $11,171 | $349iApproximate average salary by contribution assumption: employee only about $8,727 at 4% or $5,818 at 6%; with 50% employer match about $5,818 at 4% or $3,879 at 6%; with 100% employer match about $4,364 at 4% or $2,909 at 6%. |
| Watermark Retirement Communities Inc | - | 1,972 | - | - | - |
| Watermark Retirement Communities Inc | - | 2,655 | - | - | - |
| 2014 | 4 | 3,451 | $13,871,166 | $2,957,256 | $857iApproximate average salary by contribution assumption: employee only about $21,423 at 4% or $14,282 at 6%; with 50% employer match about $14,282 at 4% or $9,521 at 6%; with 100% employer match about $10,712 at 4% or $7,141 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 3,451 | $13,647,631 | $2,894,229 | $839iApproximate average salary by contribution assumption: employee only about $20,967 at 4% or $13,978 at 6%; with 50% employer match about $13,978 at 4% or $9,318 at 6%; with 100% employer match about $10,483 at 4% or $6,989 at 6%. |
| 3030 UNION 401(K) PLAN | - | 45 | $182,252 | $48,525 | $1,078iApproximate average salary by contribution assumption: employee only about $26,958 at 4% or $17,972 at 6%; with 50% employer match about $17,972 at 4% or $11,981 at 6%; with 100% employer match about $13,479 at 4% or $8,986 at 6%. |
| Rose Tree Union 401(K) Plan | - | 32 | $41,283 | $14,502 | $453iApproximate average salary by contribution assumption: employee only about $11,330 at 4% or $7,553 at 6%; with 50% employer match about $7,553 at 4% or $5,035 at 6%; with 100% employer match about $5,665 at 4% or $3,777 at 6%. |
| Watermark Retirement Communities Inc | - | 2,718 | - | - | - |
| 2013 | 5 | 4,400 | $12,290,535 | $1,444,746 | $328iApproximate average salary by contribution assumption: employee only about $8,209 at 4% or $5,473 at 6%; with 50% employer match about $5,473 at 4% or $3,648 at 6%; with 100% employer match about $4,104 at 4% or $2,736 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 2,819 | $12,112,428 | $1,380,487 | $490iApproximate average salary by contribution assumption: employee only about $12,243 at 4% or $8,162 at 6%; with 50% employer match about $8,162 at 4% or $5,441 at 6%; with 100% employer match about $6,121 at 4% or $4,081 at 6%. |
| 3030 UNION 401(K) PLAN | - | 45 | $126,816 | $51,522 | $1,145iApproximate average salary by contribution assumption: employee only about $28,623 at 4% or $19,082 at 6%; with 50% employer match about $19,082 at 4% or $12,721 at 6%; with 100% employer match about $14,312 at 4% or $9,541 at 6%. |
| Rose Tree Union 401(K) Plan | - | 27 | $51,291 | $12,737 | $472iApproximate average salary by contribution assumption: employee only about $11,794 at 4% or $7,862 at 6%; with 50% employer match about $7,862 at 4% or $5,242 at 6%; with 100% employer match about $5,897 at 4% or $3,931 at 6%. |
| Watermark Retirement Communities Inc | - | 4,400 | - | - | - |
| Watermark Retirement Communities Inc | - | 2,365 | - | - | - |
| 2012 | 5 | 2,539 | $7,105,886 | $1,382,392 | $544iApproximate average salary by contribution assumption: employee only about $13,612 at 4% or $9,074 at 6%; with 50% employer match about $9,074 at 4% or $6,050 at 6%; with 100% employer match about $6,806 at 4% or $4,537 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 875 | $6,988,846 | $1,307,387 | $1,494iApproximate average salary by contribution assumption: employee only about $37,354 at 4% or $24,903 at 6%; with 50% employer match about $24,903 at 4% or $16,602 at 6%; with 100% employer match about $18,677 at 4% or $12,451 at 6%. |
| 3030 UNION 401(K) PLAN | - | 45 | $63,887 | $47,818 | $1,063iApproximate average salary by contribution assumption: employee only about $26,566 at 4% or $17,710 at 6%; with 50% employer match about $17,710 at 4% or $11,807 at 6%; with 100% employer match about $13,283 at 4% or $8,855 at 6%. |
| Rose Tree Union 401(K) Plan | - | 39 | $44,289 | $18,435 | $473iApproximate average salary by contribution assumption: employee only about $11,817 at 4% or $7,878 at 6%; with 50% employer match about $7,878 at 4% or $5,252 at 6%; with 100% employer match about $5,909 at 4% or $3,939 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 19 | $8,864 | $8,752 | $461iApproximate average salary by contribution assumption: employee only about $11,516 at 4% or $7,677 at 6%; with 50% employer match about $7,677 at 4% or $5,118 at 6%; with 100% employer match about $5,758 at 4% or $3,839 at 6%. |
| Watermark Retirement Communities Inc | - | 2,539 | - | - | - |
| 2011 | 4 | 2,570 | $5,521,538 | $998,843 | $389iApproximate average salary by contribution assumption: employee only about $9,716 at 4% or $6,478 at 6%; with 50% employer match about $6,478 at 4% or $4,318 at 6%; with 100% employer match about $4,858 at 4% or $3,239 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 853 | $5,473,224 | $971,251 | $1,139iApproximate average salary by contribution assumption: employee only about $28,466 at 4% or $18,977 at 6%; with 50% employer match about $18,977 at 4% or $12,651 at 6%; with 100% employer match about $14,233 at 4% or $9,489 at 6%. |
| Rose Tree Union 401(K) Plan | - | 50 | $35,890 | $14,940 | $299iApproximate average salary by contribution assumption: employee only about $7,470 at 4% or $4,980 at 6%; with 50% employer match about $4,980 at 4% or $3,320 at 6%; with 100% employer match about $3,735 at 4% or $2,490 at 6%. |
| 3030 UNION 401(K) PLAN | - | 25 | $12,424 | $12,652 | $506iApproximate average salary by contribution assumption: employee only about $12,652 at 4% or $8,435 at 6%; with 50% employer match about $8,435 at 4% or $5,623 at 6%; with 100% employer match about $6,326 at 4% or $4,217 at 6%. |
| Watermark Retirement Communities Inc | - | 2,570 | - | - | - |
| 2010 | 2 | 611 | $5,207,176 | $1,653,157 | $2,706iApproximate average salary by contribution assumption: employee only about $67,641 at 4% or $45,094 at 6%; with 50% employer match about $45,094 at 4% or $30,063 at 6%; with 100% employer match about $33,821 at 4% or $22,547 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 611 | $5,184,909 | $1,648,203 | $2,698iApproximate average salary by contribution assumption: employee only about $67,439 at 4% or $44,959 at 6%; with 50% employer match about $44,959 at 4% or $29,973 at 6%; with 100% employer match about $33,719 at 4% or $22,480 at 6%. |
| Rose Tree Union 401(K) Plan | - | 51 | $22,267 | $4,954 | $97iApproximate average salary by contribution assumption: employee only about $2,428 at 4% or $1,619 at 6%; with 50% employer match about $1,619 at 4% or $1,079 at 6%; with 100% employer match about $1,214 at 4% or $809 at 6%. |
| 2009 | 1 | 492 | $3,412,403 | $1,133,615 | $2,304iApproximate average salary by contribution assumption: employee only about $57,602 at 4% or $38,402 at 6%; with 50% employer match about $38,402 at 4% or $25,601 at 6%; with 100% employer match about $28,801 at 4% or $19,201 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 492 | $3,412,403 | $1,133,615 | $2,304iApproximate average salary by contribution assumption: employee only about $57,602 at 4% or $38,402 at 6%; with 50% employer match about $38,402 at 4% or $25,601 at 6%; with 100% employer match about $28,801 at 4% or $19,201 at 6%. |
| 2008 | 1 | 424 | $1,805,046 | $1,282,046 | $3,024iApproximate average salary by contribution assumption: employee only about $75,592 at 4% or $50,395 at 6%; with 50% employer match about $50,395 at 4% or $33,597 at 6%; with 100% employer match about $37,796 at 4% or $25,197 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 424 | $1,805,046 | $1,282,046 | $3,024iApproximate average salary by contribution assumption: employee only about $75,592 at 4% or $50,395 at 6%; with 50% employer match about $50,395 at 4% or $33,597 at 6%; with 100% employer match about $37,796 at 4% or $25,197 at 6%. |
| 2007 | 1 | 409 | $1,334,527 | $858,856 | $2,100iApproximate average salary by contribution assumption: employee only about $52,497 at 4% or $34,998 at 6%; with 50% employer match about $34,998 at 4% or $23,332 at 6%; with 100% employer match about $26,249 at 4% or $17,499 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 409 | $1,334,527 | $858,856 | $2,100iApproximate average salary by contribution assumption: employee only about $52,497 at 4% or $34,998 at 6%; with 50% employer match about $34,998 at 4% or $23,332 at 6%; with 100% employer match about $26,249 at 4% or $17,499 at 6%. |
| 2006 | 1 | 455 | $528,913 | $515,517 | $1,133iApproximate average salary by contribution assumption: employee only about $28,325 at 4% or $18,883 at 6%; with 50% employer match about $18,883 at 4% or $12,589 at 6%; with 100% employer match about $14,163 at 4% or $9,442 at 6%. |
| Watermark Retirement Communities Inc. 401(K) Plan | - | 455 | $528,913 | $515,517 | $1,133iApproximate average salary by contribution assumption: employee only about $28,325 at 4% or $18,883 at 6%; with 50% employer match about $18,883 at 4% or $12,589 at 6%; with 100% employer match about $14,163 at 4% or $9,442 at 6%. |