401(k) · DOL Form 5500 · 2024
Wtg Corporate Services, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $79,713
- Avg per participant Below avg balance/head
Official DOL plan name: Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan · Sponsored by Wtg Corporate Services, LLC · Texas · Utilities
$19M in assets, 240 participants
Wtg Corporate Services, LLC's Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan reported $19M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #251 in Utilities (732 peers)
Coverage in Texas
Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan covers 240 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $19M.
- #251
- in Utilities (732 peers)
- -1.5%
- assets change YoY
The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan's outsized position by total assets
Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,131,061 Top 31% higher than 69% 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 Corporate Services, LLC and Affiliated Companies 401(k) 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 Corporate Services, LLC and Affiliated Companies 401(k) Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$297K in the plan year 2024 filing.
- Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan reported participants rose from 209 in the plan year 2023 filing to 240 in the plan year 2024 filing.
- Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 854142506 · Wtg Corporate Services, LLC PY 2024 · 401(k)
Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan · $19M · 240 · 69th
- IND $19M
- IND 240
- IND 69th
- IND 401(k)
- IND near Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan
- IND ind #251
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 Corporate Services, LLC and Affiliated Companies 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$297K |
| Employer EIN | 854142506 |
| Plan Effective Date | 1980-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wtg Corporate Services, LLC)
Sponsor-wide plan assets over time
All Wtg Corporate Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.582334875207962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $17M |
| 2023 | 1 | 209 | $19M |
| 2024 | 1 | 240 | $19M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan in KS ($19M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Shangri-La 401(k) Plan (OR) 240 · 0 off
- SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
- City Beverages 401(k) Plan (FL) 240 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.