Watsco 401(k) plan

Watsco, Inc., Miami, FL. EIN 59-0778222. Annual reports 2009–2024.

Watsco, Inc. has one active retirement plan on file, the Watsco, Inc. Profit Sharing Retirement Plan and Trust, with 8,100 participants and $562 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2009. No traditional pension plan appears in Watsco's filings since 2009.

Active plans: 1
Participants: 8,100
Plan assets: $562 million
401(k) recordkeeper: T. Rowe Price
Plans on file: 1
Industry: Wholesale trade

The plan

Watsco, Inc. Profit Sharing Retirement Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-0778222
Participants (2024): 8,100
Net assets (2024): $562 million
Recordkeeper: T. Rowe Price2009–2024
Plan administrator: Watsco, Inc.
2665 S. Bayshore Drive,, Suite 901
Miami, FL 33133
(305) 714-4100As filed for 2024
In effect since: December 1, 1984

Plans merged into this one: Watsco, Inc. (2) Profit Sharing Retirement Plan and Trust (2020).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,100	$562 million	T. Rowe Price
2023	8,240	$493 million	T. Rowe Price
2022	7,792	$373 million	T. Rowe Price
2021	6,692	$422 million	T. Rowe Price
2020	3,562	$199 million	T. Rowe Price
2019	3,403	$153 million	T. Rowe Price
2018	3,300	$125 million	T. Rowe Price
2017	3,192	$133 million	T. Rowe Price
2016	3,098	$114 million	T. Rowe Price
2015	2,351	$109 million	T. Rowe Price
2014	2,309	$106 million	T. Rowe Price
2013	2,415	$101 million	T. Rowe Price
2012	2,450	$84.9 million	T. Rowe Price
2011	2,534	$80.4 million	T. Rowe Price
2010	2,655	$83.5 million	T. Rowe Price
2009	2,982	$79.2 million	T. Rowe Price

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Watsco, Inc. Profit Sharing Retirement Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((305) 714-4100). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Watsco, Inc. Profit Sharing Retirement Plan and Trust

If you had money in one of these plans

What these numbers are

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