Employers › Waters
Recordkeeping fees per participant · The Waters Employee Investment Plan · plan year 2024
$45.83
Higher than 77% of the 790 plans over $1B that report it.
= $192,940 / 4,210
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009162423NAL0016632914001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009162423NAL0016632914001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$98.95
Higher than 90% of the 1,045 plans over $1B that report it.
= $416,561 / 4,210
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009162423NAL0016632914001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009162423NAL0016632914001, received 2025-10-09
Administrative expenses per participant
$129.81
Higher than 82% of the 1,076 plans over $1B that report it.
= $546,507 / 4,210
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009162423NAL0016632914001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009162423NAL0016632914001, received 2025-10-09
Administrative expenses as a share of assets
0.044%
Higher than 47% of the 1,076 plans over $1B that report it.
= $546,507 / $1,249,626,499
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009162423NAL0016632914001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009162423NAL0016632914001, received 2025-10-09
Employer contributions per participant
$4,752
Higher than 65% of the 1,135 plans over $1B that report it.
= $20,005,412 / 4,210
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009162423NAL0016632914001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009162423NAL0016632914001, received 2025-10-09
Employer share of total contributions
34.0%
Higher than 53% of the 1,135 plans over $1B that report it.
= $20,005,412 / $58,754,791
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009162423NAL0016632914001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009162423NAL0016632914001, received 2025-10-09
Plan terms are described in Waters Corporation's SEC filings: Form 11-K filed 2026-06-25 and Form 10-K filed 2026-02-23. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 2O ESOP-related feature · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009162423NAL0016632914001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WATERS TECHNOLOGIES CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Plan name | THE WATERS EMPLOYEE INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Sponsor EIN / plan number | 04-3234558 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Sponsor location | MILFORD, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Industry (business code) | 339900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Participants, beginning of year | 4,380 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Active participants | 2,894 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Participants, end of year | 4,265 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Participants with an account balance | 4,210 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total assets, beginning of year | $1,134,522,555 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total assets, end of year | $1,249,626,499 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Net assets, end of year | $1,249,626,499 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total income | $242,359,502 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Net income | $115,103,944 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Employer contributions | $20,005,412 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Participant contributions | $34,888,524 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $3,860,855 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total contributions | $58,754,791 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Benefit payments | $126,686,819 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $127,255,558 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Total administrative expenses | $546,507 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Recordkeeping fees | $192,940 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Investment advisory and management fees | $129,946 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Administrative expenses excluding investment management | $416,561 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Held in common/collective trusts | $1,006,262,588 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Held in mutual funds | $81,425,882 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009162423NAL0016632914001, received 2025-10-09 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009162423NAL0016632914001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009162423NAL0016632914001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | NONE | 21 Trustee (bank, trust company or similar); 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $416,561 | yes |
| STRATEGIC ADVISORS, INC. | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $129,946 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009162423NAL0016632914001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,134,522,555 | $1,249,626,499 | 10.1% |
| Participants with a balance | 4,334 | 4,210 | -2.9% |
| Administrative expenses | $486,979 | $546,507 | 12.2% |
| Recordkeeping fees per participant | $77.03 | $45.83 | -40.5% |
| Employer contributions | $21,201,537 | $20,005,412 | -5.6% |
Prior filing 20241002131254NAL0004814483001, received 2024-10-02; the plan years are contiguous.
Sponsor name as filed: WATERS TECHNOLOGIES CORPORATION; SEC registrant: WATERS CORP /DE/ (CIK 1000697, matched by 11-K plan title; display name from the Form 11-K cover).