401(k) · DOL Form 5500 · 2022

Wtg Downstream Services, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
589
Participants Below avg headcount
77th
Percentile by assets National rank
$34,154
Avg per participant Low balance/head
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Official DOL plan name: Wtg Downstream 401(k) Employees Plan · Sponsored by Wtg Downstream Services, LLC · Texas · Utilities

$20M in assets, 589 participants

Wtg Downstream Services, LLC's Wtg Downstream 401(k) Employees Plan reported $20M in total assets and 589 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #293 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Wtg Downstream 401(k) Employees Plan ranks #293 of 738 2022 filers by assets (2669% of the sector average)-$20M for 589 participants.

#293
in Utilities (738 peers)
-$3M
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wtg Downstream 401(k) Employees Plan's outsized position by total assets

Wtg Downstream 401(k) Employees Plan vs every filed plan by assets

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

$20,116,597 Top 23% higher than 77% 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 Downstream 401(k) Employees Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtg Downstream 401(k) Employees Plan sits mid-pack in the medium band (589 participants).

Published 5500 schedule card

Filing strip 871925653 · Wtg Downstream Services, LLC PY 2022 · 401(k)

Wtg Downstream 401(k) Employees Plan · $20M · 589 · 77th

  • EBSA $20M
  • PART 589
  • TYPE 77th
  • NET 401(k)
  • BOOK near Pathology Associates 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #293

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 Utilities retirement plans → · Plans in Texas →

Wtg Downstream 401(k) Employees Plan in the asset neighbourhood

Wtg Downstream 401(k) Employees PlanWtg Downstream 401(k) Employ…$20MPathology Associates 401(k) Profit Sharing Plan & TrustPathology Associates 401(k) …$20MTricentis USA Employee Savings PlanTricentis USA Employee Savin…$20MElizabethtown Community Hospital Retirement Savings PlanElizabethtown Community Hosp…$20MArcher/Malmo Advertising, Inc. 401(k) Retirement Savings PlanArcher/Malmo Advertising, In…$20M
End-of-year total assets ($M) among Wtg Downstream 401(k) Employees Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN871925653
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wtg Downstream Services, LLC)

Sponsor-wide plan assets over time

All Wtg Downstream Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.780050572171824% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.1M $15.7M ▼ -21.8%
Year Plans Participants Total Assets
2022 1 589 $20M
2023 1 587 $24M
2024 1 408 $16M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wtg Downstream 401(k) Employees Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Wtg Downstream 401(k) Employees Plan, Total assets ($B): 0.020116597 · Participants: 589Wtg Downstream 401(k) Employees PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Wtg Downstream 401(k) Employees Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wtg Downstream 401(k) Employees Plan side-by-side with 3 peers →

Wtg Downstream 401(k) Employees Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pathology Associates 401(k) Profit Sharing Plan & Trust in CA ($20M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (589 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.

Frequently Asked Questions

How have Wtg Downstream Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wtg Downstream Services, LLC's sponsor-wide assets declined 21.8%, from $20M to $16M.
Where does Wtg Downstream 401(k) Employees Plan rank by assets among Form 5500 filers? ▼
Wtg Downstream 401(k) Employees Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wtg Downstream 401(k) Employees Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pathology Associates 401(k) Profit Sharing Plan & Trust in CA ($20M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Wtg Downstream 401(k) Employees Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (589 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871925653.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.