401(k) · DOL Form 5500 · 2024

Wtg Downstream Services, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
408
Participants Below avg headcount
65th
Percentile by assets National rank
$38,567
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

$16M in assets, 408 participants

Wtg Downstream Services, LLC's Wtg Downstream 401(k) Employees Plan reported $16M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #229 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Wtg Downstream 401(k) Employees Plan ranks #229 of 732 2024 filers by assets (3412% of the sector average)-$16M for 408 participants.

#229
in Utilities (732 peers)
-33.4%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wtg Downstream 401(k) Employees Plan's mid-pack asset rank among Utilities and all filers

Wtg Downstream 401(k) Employees Plan vs every filed plan by assets

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

$15,735,192 Top 35% higher than 65% 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 Downstream 401(k) Employees Plan among mid-size filed plans by headcount

Plan-year 2024 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 (408 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wtg Downstream 401(k) Employees Plan reported net income fell from $4M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Wtg Downstream 401(k) Employees Plan end-of-year assets fell from $24M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Wtg Downstream 401(k) Employees Plan reported participants fell from 587 in the plan year 2023 filing to 408 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 871925653 · Wtg Downstream Services, LLC PY 2024 · 401(k)

Wtg Downstream 401(k) Employees Plan · $16M · 408 · 65th

  • TYPE $16M
  • TYPE 408
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #229

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…$16MFlood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and TrustFlood, Bumstead, Mccready, &…$16MWhat If Media Group, LLC Profit Sharing PlanWhat If Media Group, LLC Pro…$16MRenewaire, LLC Retirement Saving Plan & Trust 2Renewaire, LLC Retirement Sa…$16MIfa Rotorion North America, LLC 401(k) PlanIfa Rotorion North America, …$16M
End-of-year total assets ($M) among Wtg Downstream 401(k) Employees Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$16M
Net Income-$8M
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): 0.015735192 · Participants: 408Wtg Downstream 401(k) Employees PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and Trust in TN ($16M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Downstream 401(k) Employees Plan assets move in 2024? ▼
Wtg Downstream 401(k) Employees Plan contracted severely - down 33.4% during 2024, from $24M to $16M. Reported net income was -$8M.
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.
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 Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and Trust in TN ($16M, 141 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 R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (408 participants, $3M 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 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.