401(k) · DOL Form 5500 · 2023

Wti Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
48th
Percentile by assets National rank
$203,428
Avg per participant Above avg balance/head
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Official DOL plan name: Wti Management, LLC 401(k) · Sponsored by Wti Management, LLC · California · Wholesale Trade

$6M in assets, 29 participants

Wti Management, LLC's Wti Management, LLC 401(k) reported $6M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,338 in Wholesale Trade (6,309 peers)

Wti Management, LLC multi-year trail

Wti Management, LLC's plans moved -17.5% in assets from 2022 to 2024; this filing shows Wti Management, LLC 401(k) at $6M / 29 participants.

#2,338
in Wholesale Trade (6,309 peers)
-14.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wti Management, LLC 401(k)'s mid-pack asset rank among Wholesale Trade and all filers

Wti Management, LLC 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,899,411 48th percentile higher than 48% of 127,068 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 2023

Wti Management, LLC 401(k) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wti Management, LLC 401(k) is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wti Management, LLC 401(k) reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Wti Management, LLC 401(k) end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wti Management, LLC 401(k) reported participants fell from 33 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 825004595 · Wti Management, LLC PY 2023 · 401(k)

Wti Management, LLC 401(k) · $6M · 29 · 48th

  • PHOTO $6M
  • PHOTO 29
  • PHOTO 48th
  • PHOTO 401(k)
  • PHOTO near Energy Air, Inc. 401(k) Plan
  • PHOTO ind #2338

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 Wholesale Trade retirement plans → · Plans in California →

Wti Management, LLC 401(k) in the asset neighbourhood

Wti Management, LLC 401(k)$6MEnergy Air, Inc. 401(k) Plan$6MDare Foods Incorporated 401(k) Savings PlanDare Foods Incorporated 401(…$6MRoadie 401(k) Plan$6M401(k) Profit Sharing Plan of Community Action Committee of the Lehigh Valley, Inc.401(k) Profit Sharing Plan o…$6M
End-of-year total assets ($M) among Wti Management, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wti Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wti Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.47522564074737% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.91M $5.7M ▼ -17.5%
Year Plans Participants Total Assets
2022 1 33 $7M
2023 1 29 $6M
2024 1 26 $6M

Wti Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN825004595
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wti Management, LLC 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wti Management, LLC 401(k), Total assets ($B): 0.005899411 · Participants: 29Wti Management, LLC 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wti Management, LLC 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Wti Management, LLC 401(k) side-by-side with 3 peers →

Wti Management, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Energy Air, Inc. 401(k) Plan in FL ($6M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wti Management, LLC 401(k) assets move in 2023? ▼
Wti Management, LLC 401(k) pulled back noticeably - down 14.6% during 2023, from $7M to $6M. Reported net income was -$1M.
How have Wti Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wti Management, LLC's sponsor-wide assets declined 17.5%, from $7M to $6M.
Which 401(k) plans are similar in size to Wti Management, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Energy Air, Inc. 401(k) Plan in FL ($6M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Wti Management, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 825004595.

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.