401(k) · DOL Form 5500 · 2024
Watg Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 194
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $241,532
- Avg per participant Above avg balance/head
Official DOL plan name: Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan · Sponsored by Watg Holdings, Inc. · California · Professional & Technical Services
$47M in assets, 194 participants
Watg Holdings, Inc.'s Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported $47M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,964 in Professional & Technical Services (20,173 peers)
Coverage in California
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $47M.
- #16,964
- in Professional & Technical Services (20,173 peers)
- +11.0%
- assets growth YoY
- 0.5×
- 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 2024 · DOL Form 5500
$46,857,194 Top 17% higher than 83% 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
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing 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. Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan reported participants rose from 181 in the plan year 2023 filing to 194 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 204469303 · Watg Holdings, Inc. PY 2024 · 401(k)
Wimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing Plan · $47M · 194 · 83rd
- RANK $47M
- PHOTO 194
- IND 83rd
- EOY 401(k)
- 5500 near Iem International, Inc. Retirement Savings Plan
- ASSETS ind #16964
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
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 204469303 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Iem International, Inc. Retirement Savings Plan in NC ($47M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Iem International, Inc. Retirement Savings Plan (NC) $47M · 893
- Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust (MI) $47M · 1,895
- Arcelormittal Tubular Products Shelby LLC Savings Plan for Production and Maintenance Employees (PA) $47M · 536
- 403(b) Thrift Plan for Employees of the League School (NY) $47M · 420
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Teamsnap Retirement Savings Plan (IL) 194 · 0 off
- Aphl 401(k) Pension Plan (MD) 194 · 0 off
- Bankprov 401(k) Plan (MA) 194 · 0 off
- Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust (MI) 194 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.