Back to filter
Original filing (PDF)20251006121851NAL0003624401001
WATLEY ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
WATLEY SEED DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATLEY ENTERPRISES, INC..
Plan sponsor
Name
WATLEY ENTERPRISES, INC.
EIN
75-1753294
Address
BOX 51 · SPEARMAN, TX · 79081
Phone
(806) 659-3838
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
HYDRO DYNAMICS CORP.
HYDRO DYNAMICS CORP. 401K PLAN
$1.7M · 26 participants
HEADS-UP SPRINKLER SYSTEMS, INC.
HEADS-UP SPRINKLER SYSTEMS, INC. 401(K) PLAN
$1.7M · 24 participants
VICTORIA OLIVER COMPANY
VICTORIA OLIVER COMPANY INC. PROFIT SHARING AND 401(K) PLAN
$1.7M · 20 participants
CARAS NURSERY AND LANDSCAPE, LLC
CARAS NURSERY AND LANDSCAPE PROFIT SHARING PLAN
$1.7M · 17 participants
JOHNSONS GARDEN CENTER, INC.
JOHNSON'S GARDEN CENTER 401(K) PLAN
$1.7M · 51 participants
WILLOW RIDGE GARDEN CENTER & LANDSCAPING, INC.
WILLOW RIDGE GARDEN CENTER & LANDSCAPING RETIREMENT PLAN
$1.7M · 24 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants