401(k) · DOL Form 5500 · 2023

Wtg & Co. LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$520,939
Avg per participant High balance/head
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Official DOL plan name: Wtg & Co. , L.P. Retirement Plan · Sponsored by Wtg & Co. LP · New York · Finance & Insurance

$3M in assets, 6 participants

Wtg & Co. LP's Wtg & Co. , L.P. Retirement Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,234 in Finance & Insurance (8,869 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 / 6 participants.

#2,234
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY

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 2023 · DOL Form 5500

$3,125,631 36th percentile higher than 36% 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

Wtg & Co. , L.P. Retirement Plan among micro filed plans by headcount

Plan-year 2023 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 (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wtg & Co. , L.P. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $344K in the plan year 2023 filing.
  • Wtg & Co. , L.P. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Wtg & Co. , L.P. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133507601 · Wtg & Co. LP PY 2023 · 401(k)

Wtg & Co. , L.P. Retirement Plan · $3M · 6 · 36th

  • EOY $3M
  • 5500 6
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Randall Noe Auto Group 401(k)
  • RANK ind #2234

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. , L.P. Retirement PlanWtg & Co. , L.P. Retirement …$3MRandall Noe Auto Group 401(k)$3MLee Construction Group 401(k) Retirement PlanLee Construction Group 401(k…$3MO'connell Landscape Maintenance, Inc 401(k) PlanO'connell Landscape Maintena…$3MFlorida Coast Equipment, Inc. 401(k) PlanFlorida Coast Equipment, Inc…$3M
End-of-year total assets ($M) among Wtg & Co. , L.P. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$2.5M$3M$3.5M$4M 202220232024 $2.78M $3.61M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 6 $3M
2024 1 5 $4M

Wtg & Co. LP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$344K
Employer EIN133507601
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Wtg & Co. , L.P. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wtg & Co. , L.P. Retirement Plan, Total assets ($B): 0.003125631 · Participants: 6Wtg & Co. , L.P. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Wtg & Co. , L.P. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wtg & Co. , L.P. Retirement Plan side-by-side with 3 peers →

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 Randall Noe Auto Group 401(k) in TX ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

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 Wtg & Co. , L.P. Retirement Plan assets move in 2023? ▼
Wtg & Co. , L.P. Retirement Plan grew at a solid clip - up 12.3% during 2023, from $3M to $3M. Reported net income was $344K.
How have Wtg & Co. LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wtg & Co. LP's sponsor-wide assets grew 29.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Wtg & Co. , L.P. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Randall Noe Auto Group 401(k) in TX ($3M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Wtg & Co. , L.P. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 133507601.

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.