401(k) · DOL Form 5500 · 2023

Wmg Services, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
263
Participants Below avg headcount
77th
Percentile by assets National rank
$101,397
Avg per participant Below avg balance/head
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Official DOL plan name: World Energy 401(k) Plan · Sponsored by Wmg Services, LLC · Massachusetts · Manufacturing

$27M in assets, 263 participants

Wmg Services, LLC's World Energy 401(k) Plan reported $27M in total assets and 263 participants in its 2023 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.

  • #12,860 in Manufacturing (18,722 peers)

Coverage in Massachusetts

World Energy 401(k) Plan covers 263 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#12,860
in Manufacturing (18,722 peers)
+30.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

World Energy 401(k) Plan's outsized position by total assets

World Energy 401(k) Plan vs every filed plan by assets

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

$26,667,330 Top 23% higher than 77% 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

World Energy 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Energy 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • World Energy 401(k) Plan reported net income rose from -$697K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • World Energy 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800335037 · Wmg Services, LLC PY 2023 · 401(k)

World Energy 401(k) Plan · $27M · 263 · 77th

  • NET $27M
  • NET 263
  • NET 77th
  • NET 401(k)
  • NET near Brighton Employment, Inc. Profit Sharing Plan & Trust
  • NET ind #12860

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 Manufacturing retirement plans → · Plans in Massachusetts →

World Energy 401(k) Plan in the asset neighbourhood

World Energy 401(k) Plan$27MBrighton Employment, Inc. Profit Sharing Plan & TrustBrighton Employment, Inc. Pr…$27MUfcw Members, Local Unions, and Multi-Employer 401(k) PlanUfcw Members, Local Unions, …$27MWard Kraft Retirement Plan$27MFirst Breckinridge Bancshares, Inc. Retirement PlanFirst Breckinridge Bancshare…$27M
End-of-year total assets ($M) among World Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN800335037
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wmg Services, LLC)

Sponsor-wide plan assets over time

All Wmg Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 6.716961046880167% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $19.1M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 262 $20M
2023 1 263 $27M
2024 1 133 $19M

Nearby 401(k) Plans in Massachusetts

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

World Energy 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants World Energy 401(k) Plan, Total assets ($B): 0.02666733 · Participants: 263World Energy 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
World Energy 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare World Energy 401(k) Plan side-by-side with 3 peers →

World Energy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Brighton Employment, Inc. Profit Sharing Plan & Trust in MI ($27M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 World Energy 401(k) Plan assets move in 2023? ▼
World Energy 401(k) Plan surged - up 30.2% during 2023, from $20M to $27M. Reported net income was $6M.
How have Wmg Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wmg Services, LLC's sponsor-wide assets declined 6.7%, from $20M to $19M.
Where does World Energy 401(k) Plan rank by assets among Form 5500 filers? ▼
World Energy 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to World Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brighton Employment, Inc. Profit Sharing Plan & Trust in MI ($27M, 760 participants).
Which 401(k) plans cover a similar participant headcount to World Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 800335037.

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.