ESOP · DOL Form 5500 · 2024

Wtg-Gaus, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
42nd
Percentile by assets National rank
$150,190
Avg per participant Above avg balance/head
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Official DOL plan name: Wtg Employee Stock Ownership Plan · Sponsored by Wtg-Gaus, Inc. · New York · Professional & Technical Services

$5M in assets, 33 participants

Wtg-Gaus, Inc.'s Wtg Employee Stock Ownership Plan reported $5M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,921 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Wtg Employee Stock Ownership Plan holds $5M for 33 participants - about $150,190 per participant, in the lower half of filed plans by assets.

#7,921
in Professional & Technical Services (20,173 peers)
+1.7%
assets growth YoY

Wtg Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wtg Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,956,254 42nd percentile higher than 42% of 123,620 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 2024

Wtg Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wtg Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wtg Employee Stock Ownership Plan reported net income rose from $167K in the plan year 2023 filing to $238K in the plan year 2024 filing.
  • Wtg Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Wtg Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202513249 · Wtg-Gaus, Inc. PY 2024 · ESOP

Wtg Employee Stock Ownership Plan · $5M · 33 · 42nd

  • EBSA $5M
  • PART 33
  • TYPE 42nd
  • NET ESOP
  • BOOK near American Weathermakers ESOP
  • VS-ST ind #7921

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 What is an ESOP? → · Plans in New York →

Wtg Employee Stock Ownership Plan in the asset neighbourhood

Webb Insurance Agency Employee Stock Ownership PlanWebb Insurance Agency Employ…$5MWtg Employee Stock Ownership PlanWtg Employee Stock Ownership…$5MAmerican Weathermakers ESOP$5MBachman, Inc. ESOP$5MCapitol City Press, Inc. Employee Stock Ownership PlanCapitol City Press, Inc. Emp…$5M
End-of-year total assets ($M) among Wtg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$238K
Employer EIN202513249
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wtg-Gaus, Inc.)

Sponsor-wide plan assets over time

All Wtg-Gaus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.382567490329005% vs 2022
2024 filing year
$4.8M$4.9M$5M$5.1M$5.2M 202220232024 $5.13M $4.96M ▼ -3.3%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 34 $5M
2024 1 33 $5M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Wtg Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Wtg Employee Stock Ownership Plan, Total assets ($M): 4.956254 · Participants: 33Wtg Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Wtg Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Wtg Employee Stock Ownership Plan side-by-side with 3 peers →

Wtg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is American Weathermakers ESOP in IL ($5M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

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 Employee Stock Ownership Plan assets move in 2024? ▼
Wtg Employee Stock Ownership Plan edged up modestly - up 1.7% during 2024, from $5M to $5M. Reported net income was $238K.
How have Wtg-Gaus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wtg-Gaus, Inc.'s sponsor-wide assets declined 3.4%, from $5M to $5M.
Which ESOP plans are similar in size to Wtg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Weathermakers ESOP in IL ($5M, 42 participants).
Which ESOP plans cover a similar participant headcount to Wtg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M 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 202513249.

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.