Plan5500

Water Environment Federation 401(K) Plan — Form 5500 plan (Water Environment Federation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Water Environment Federation 401(K) Plan is a benefit plan reported by Water Environment Federation under EIN 53-0225129 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $23,387,231 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.4MPlan net assets, end of year$23,387,231
Participants134Covered participants reported
Assets / participant$174.5KComputed: assets ÷ participants$174,532 (computed)
Provider compensation$58.9K3 Schedule C provider row(s)$58,921
Plan sponsor
Water Environment Federation
EIN
53-0225129
Plan number
003
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    134 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$592.3K
Participant$850.3K
Full reported line items

Net assets

Total assets (EOY)
$23,387,231
Total liabilities (EOY)
$0
Net assets (EOY)
$23,387,231
Net assets (BOY)
$20,599,909

Income & contributions

Employer contributions
$592,286
Participant contributions
$850,335
Total contributions
$1,751,083
Total income / additions
$5,184,646

Expenses & distributions

Benefits paid
$2,338,403
Administrative expenses
$58,921
Total expenses
$2,397,324
Net increase / (decrease)
$2,787,322
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$26.9K
    RECORDKEEPER · Direct $26.9K · Indirect $0
  2. 2
    Rbc Wealth Management$23.8K
    ADVISOR · Direct $23.8K
  3. 3
    Resources Investment Advisors LLC$8.3K
    ADVISOR · Direct $8.3K

What to inspect next

Frequently asked questions

Who sponsors the Water Environment Federation 401(K) Plan?
Water Environment Federation 401(K) Plan is reported as sponsored by Water Environment Federation (EIN 53-0225129, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Water Environment Federation 401(K) Plan?
The latest Form 5500 filing year loaded for Water Environment Federation 401(K) Plan is 2023.
How many participants does Water Environment Federation 401(K) Plan report?
Water Environment Federation 401(K) Plan reports 134 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Water Environment Federation 401(K) Plan?
Water Environment Federation 401(K) Plan reports $23,387,231 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages