ESOP · DOL Form 5500 · 2022

Wtg-Gaus, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
51st
Percentile by assets National rank
$131,533
Avg per participant Near avg balance/head
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Official DOL plan name: Wtg Employee Stock Ownership Plan · Sponsored by Wtg-Gaus, Inc. · New York · Professional & Technical Services

$5M in assets, 39 participants

Wtg-Gaus, Inc.'s Wtg Employee Stock Ownership Plan reported $5M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,562 in Professional & Technical Services (21,562 peers)

2022 asset change

Wtg Employee Stock Ownership Plan grew at a solid clip 12.4% in 2022 ($5M → $5M) for 39 participants.

#10,562
in Professional & Technical Services (21,562 peers)
+12.4%
assets growth YoY

Wtg Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wtg Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,129,772 Top 49% higher than 51% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wtg Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtg Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 202513249 · Wtg-Gaus, Inc. PY 2022 · ESOP

Wtg Employee Stock Ownership Plan · $5M · 39 · 51st

  • PHOTO $5M
  • PHOTO 39
  • PHOTO 51st
  • PHOTO ESOP
  • PHOTO near Baker Electric Employee Stock Ownership Plan
  • PHOTO ind #10562

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 What is an ESOP? → · Plans in New York →

Wtg Employee Stock Ownership Plan in the asset neighbourhood

Wtg Employee Stock Ownership PlanWtg Employee Stock Ownership…$5MBaker Electric Employee Stock Ownership PlanBaker Electric Employee Stoc…$5MIroquois Federal Savings and Loan Association Employee Stock Ownership PlanIroquois Federal Savings and…$5MCustom Aire, Inc. ESOP$5MRose International Employee Stock Ownership PlanRose International Employee …$5M
End-of-year total assets ($M) among Wtg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wtg-Gaus, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Wtg-Gaus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.382567490329005% vs 2022
2024 filing year
$4.8M$4.9M$5M$5.1M$5.2M 202220232024 $5.13M $4.96M ▼ -3.3%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 34 $5M
2024 1 33 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$435K
Employer EIN202513249
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Wtg Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Wtg Employee Stock Ownership Plan, Total assets ($M): 5.129772 · Participants: 39Wtg Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Wtg Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Wtg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Baker Electric Employee Stock Ownership Plan in CA ($5M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wtg Employee Stock Ownership Plan assets move in 2022?
Wtg Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2022, from $5M to $5M. Reported net income was $435K.
How have Wtg-Gaus, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wtg-Gaus, Inc.'s sponsor-wide assets declined 3.4%, from $5M to $5M.
Which ESOP plans are similar in size to Wtg Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Baker Electric Employee Stock Ownership Plan in CA ($5M, 475 participants).
Which ESOP plans cover a similar participant headcount to Wtg Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).