401(k) · DOL Form 5500 · 2023

Watg Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
181
Participants Below avg headcount
84th
Percentile by assets National rank
$233,127
Avg per participant Above avg balance/head
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Official DOL plan name: Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan · Sponsored by Watg Holdings, Inc. · California · Professional & Technical Services

$42M in assets, 181 participants

Watg Holdings, Inc.'s Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported $42M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,193 in Professional & Technical Services (20,321 peers)

Coverage in California

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $42M.

#17,193
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$42,195,951 Top 16% higher than 84% 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

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing 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. Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported participants rose from 166 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204469303 · Watg Holdings, Inc. PY 2023 · 401(k)

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan · $42M · 181 · 84th

  • SCH $42M
  • SCH 181
  • SCH 84th
  • SCH 401(k)
  • SCH near Atlantic Dominion Distributors Consolidated Companies 401(k) Retirement Savings Plan
  • SCH ind #17193

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 Professional & Technical Services retirement plans → · Plans in California →

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing PlanWimberly Allison Tong & Goo,…$42MBayport Credit Union 401(k) Plan and TrustBayport Credit Union 401(k) …$42ME. O. Johnson Company, Inc. 401(k) Profit Sharing PlanE. O. Johnson Company, Inc. …$42MRichardson 401(k) Plan$42MAtlantic Dominion Distributors Consolidated Companies 401(k) Retirement Savings PlanAtlantic Dominion Distributo…$42M
End-of-year total assets ($M) among Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN204469303
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watg Holdings, Inc.)

Sponsor-wide plan assets over time

All Watg Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 23.181774399075643% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38M $46.9M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 166 $38M
2023 1 181 $42M
2024 1 194 $47M

Nearby 401(k) Plans in California

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

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.042195951 · Participants: 181Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing PlanWells 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
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atlantic Dominion Distributors Consolidated Companies 401(k) Retirement Savings Plan in VA ($42M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $38M to $42M. Reported net income was $4M.
How have Watg Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watg Holdings, Inc.'s sponsor-wide assets grew 23.2%, from $38M to $47M.
Where does Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan ranks in the 84th 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 Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Dominion Distributors Consolidated Companies 401(k) Retirement Savings Plan in VA ($42M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 204469303.

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.