401(k) · DOL Form 5500 · 2023

Wtg Downstream Services, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
587
Participants Below avg headcount
76th
Percentile by assets National rank
$40,253
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

$24M in assets, 587 participants

Wtg Downstream Services, LLC's Wtg Downstream 401(k) Employees Plan reported $24M in total assets and 587 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #278 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Wtg Downstream 401(k) Employees Plan ranks #278 of 721 2023 filers by assets (2272% of the sector average)-$24M for 587 participants.

#278
in Utilities (721 peers)
+17.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$23,628,481 Top 24% higher than 76% 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 Downstream 401(k) Employees 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. Wtg Downstream 401(k) Employees Plan sits mid-pack in the medium band (587 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wtg Downstream 401(k) Employees Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wtg Downstream 401(k) Employees Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 871925653 · Wtg Downstream Services, LLC PY 2023 · 401(k)

Wtg Downstream 401(k) Employees Plan · $24M · 587 · 76th

  • VS-ST $24M
  • BOY 587
  • SCH 76th
  • EBSA 401(k)
  • PART near Healthpartners Services, Inc. Retirement Savings Plan
  • TYPE ind #278

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…$24MHealthpartners Services, Inc. Retirement Savings PlanHealthpartners Services, Inc…$24MImperial Pools, Inc. 401(k) PlanImperial Pools, Inc. 401(k) …$24MAvidbank 401(k) & Profit Sharing PlanAvidbank 401(k) & Profit Sha…$24ME.L. Robinson Engineering 401(k) PlanE.L. Robinson Engineering 40…$24M
End-of-year total assets ($M) among Wtg Downstream 401(k) Employees Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wtg Downstream 401(k) Employees Plan, Total assets ($B): 0.023628481 · Participants: 587Wtg Downstream 401(k) Employees PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Healthpartners Services, Inc. Retirement Savings Plan in MN ($24M); by covered participants it is Mirati Therapeutics, Inc. 401(k) Plan in CA (587 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (587 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 Downstream 401(k) Employees Plan assets move in 2023? ▼
Wtg Downstream 401(k) Employees Plan grew sharply - up 17.5% during 2023, from $20M to $24M. Reported net income was $4M.
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 76th 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 Wtg Downstream 401(k) Employees Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthpartners Services, Inc. Retirement Savings Plan in MN ($24M, 233 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 Mirati Therapeutics, Inc. 401(k) Plan in CA (587 participants, $58M 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 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.