How big is Watermark Bank's plan?

Watermark Bank's plan reported $2.9M in assets and 34 participants for 2024.

Original filing (PDF)20250829101836NAL0006058435001

Watermark Bank

Name: Watermark Bank — Watermark Bank 401(k) Plan, Form 5500 (2024)
Creator: Watermark Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watermark Bank 401(k) Plan

401(k) retirement plan · Watermark Bank's Watermark Bank 401(k) Plan held $2.9M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Watermark Bank's EIN is 83-2468907.

EIN 83-2468907

Plan number 001

Plan year 2024

ACK ID 20250829101836NAL0006058435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Watermark Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Watermark Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERMARK BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WATERMARK BANK

EIN

all filings

Address

6501 N CLASSEN BLVD, SUITE 300 · OKLAHOMA CITY, OK · 73116

Phone

(405) 810-6215

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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