401(k) · DOL Form 5500 · 2024

Wtg & Co. LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 5
Participants Small participant base: 37th
Percentile by assets National rank: $721,213
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

$4M in assets, 5 participants

Wtg & Co. LP's Wtg & Co. , L.P. Retirement Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

#2,074 in Finance & Insurance (8,549 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 $4M / 5 participants.

#2,074
in Finance & Insurance (8,549 peers): +15.4%
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 2024 · DOL Form 5500

$3,606,063 37th percentile higher than 37% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 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 (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Wtg & Co. , L.P. Retirement Plan reported net income rose from $344K in the plan year 2023 filing to $480K in the plan year 2024 filing.
Wtg & Co. , L.P. Retirement Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Wtg & Co. , L.P. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133507601 · Wtg & Co. LP PY 2024 · 401(k)

Wtg & Co. , L.P. Retirement Plan · $4M · 5 · 37th

NET $4M
NET 5
NET 37th
NET 401(k)
NET near Bbd Opco LLC 401(k) Profit Sharing Plan
NET ind #2074

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 →

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 2024.

Wtg & Co. LP multi-year asset trail

Latest sponsor-wide plan assets: $4M 29.616910721532314% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$3M
2023	1	6	$3M
2024	1	5	$4M

Wtg & Co. LP filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$480K
Employer EIN	133507601
Plan Effective Date	2021-01-01
Filing Status	FILING 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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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 Bbd Opco LLC 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Bbd Opco LLC 401(k) Profit Sharing Plan (CA) $4M · 2,082
Finishing Technology Inc. 401(k) Profit Sharing Plan (OH) $4M · 14
California Sierra Express, Inc. 401(k) Profit Sharing Plan (NV) $4M · 170
403(b) Thrift Plan for Employees of a Better Way, Inc. (CA) $4M · 125

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
K&k Se 401(k) Plan (CA) 5 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Wtg & Co. , L.P. Retirement Plan grew sharply - up 15.4% during 2024, from $3M to $4M. Reported net income was $480K.

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 Bbd Opco LLC 401(k) Profit Sharing Plan in CA ($4M, 2,082 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 Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133507601.