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Waterfall Asset Management LLC: who to call about your old retirement account

Waterfall Asset Management LLC Cash Balance Plan. NEW YORK, NY. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Waterfall Asset Management LLC
Address on file: 1251 Avenue Of The Americas · New York, NY · 10020
Industry: Finance & Insurance
Plan: Waterfall Asset Management LLC Cash Balance PlanCash balance pension plan
When: Start date on the filing: 2017 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2025Has filed since 2017
Size: about 110 people in the plan, about $16 million in total21 of them no longer work there and are still owed a benefit from it. Leaving a job does not cancel a pension you earned.
You may remember: • The company put money into employees’ accounts

Not the right one? Waterfall Asset Management LLC has another retirement plan:

Waterfall Asset Management LLC 401(K) Plan · 401(k) plan · about 200 people · filed 2024

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for
✓ The company that likely holds the accounts, with its website and phone number where we have them

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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401kHunter is not affiliated with, endorsed by, or connected to WATERFALL ASSET MANAGEMENT LLC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.