401(k) · DOL Form 5500 · 2022
Wtg & Co. LP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $556,419
- Avg per participant High balance/head
Official DOL plan name: Wtg & Co. , L.P. Retirement Plan · Sponsored by Wtg & Co. LP · New York · Finance & Insurance
$3M in assets, 5 participants
Wtg & Co. LP's Wtg & Co. , L.P. Retirement Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,450 in Finance & Insurance (9,261 peers)
Wtg & Co. LP multi-year trail
Wtg & Co. LP's plans moved +29.6% in assets from 2022 to 2024; this filing shows Wtg & Co. , L.P. Retirement Plan at $3M / 5 participants.
- #2,450
- in Finance & Insurance (9,261 peers)
- -46.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wtg & Co. , L.P. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Wtg & Co. , L.P. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,782,093 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wtg & Co. , L.P. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtg & Co. , L.P. Retirement Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 133507601 · Wtg & Co. LP PY 2022 · 401(k)
Wtg & Co. , L.P. Retirement Plan · $3M · 5 · 39th
- TYPE $3M
- TYPE 5
- TYPE 39th
- TYPE 401(k)
- TYPE near Connect Public Relations, Inc. Retirement Trust
- TYPE ind #2450
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Wtg & Co. , L.P. Retirement Plan in the asset neighbourhood
Wtg & Co. LP multi-year asset trail
Sponsor-wide plan assets over time
All Wtg & Co. LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.616910721532314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 5 | $4M |
Wtg & Co. LP filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 133507601 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Wtg & Co. , L.P. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Connect Public Relations, Inc. Retirement Trust in UT ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.