401k Record

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W&T Offshore 401(k)

Recordkeeping fees per participant · W & T Offshore, Inc. 401(k) Plan · plan year 2024

$100.00

Higher than 73% of the 5,847 plans $50 to 250M that report it.

Source

= $51,398 / 514
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014123321NAL0001348467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014123321NAL0001348467001, received 2025-10-14

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$100.00

10th: $16.21median $93.2090th: $246.84

Higher than 54% of the 8,758 plans $50 to 250M that report it.

Source

= $51,398 / 514
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014123321NAL0001348467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014123321NAL0001348467001, received 2025-10-14

Administrative expenses per participant

$153.99

10th: $29.39median $132.8490th: $350.58

Higher than 58% of the 9,042 plans $50 to 250M that report it.

Source

= $79,149 / 514
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014123321NAL0001348467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014123321NAL0001348467001, received 2025-10-14

Administrative expenses as a share of assets

0.090%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 34% of the 9,049 plans $50 to 250M that report it.

Source

= $79,149 / $88,358,004
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014123321NAL0001348467001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014123321NAL0001348467001, received 2025-10-14

Employer contributions per participant

$6,397

10th: $965median $2,73890th: $8,164

Higher than 85% of the 9,105 plans $50 to 250M that report it.

Source

= $3,287,818 / 514
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014123321NAL0001348467001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014123321NAL0001348467001, received 2025-10-14

Employer share of total contributions

33.0%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 61% of the 9,112 plans $50 to 250M that report it.

Source

= $3,287,818 / $9,955,678
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014123321NAL0001348467001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014123321NAL0001348467001, received 2025-10-14

Plan terms, as stated in W&T Offshore, Inc.'s SEC filings

Employer match

“The Company matches employee contributions 100% of each participant’s contribution up to a maximum of 6% of the participant’s eligible compensation, subject to limitations imposed by the Internal Revenue Code.”

Form 10-K filed 2026-03-16, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Vesting

“The 401(k) Plan provides 100% vesting in Company match contributions on a pro rata basis over five years of service (20% per year).”

Form 10-K filed 2026-03-16, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014123321NAL0001348467001, received 2025-10-14

Full record, W & T Offshore, Inc. 401(k) Plan

FieldValueSource
Plan sponsorW & T OFFSHORE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014123321NAL0001348467001, received 2025-10-14
Plan nameW & T OFFSHORE, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014123321NAL0001348467001, received 2025-10-14
Sponsor EIN / plan number72-1121985 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014123321NAL0001348467001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014123321NAL0001348467001, received 2025-10-14
Sponsor locationHOUSTON, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014123321NAL0001348467001, received 2025-10-14
Industry (business code)211120, Mining, quarrying, and oil and gas extractionForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014123321NAL0001348467001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014123321NAL0001348467001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014123321NAL0001348467001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014123321NAL0001348467001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014123321NAL0001348467001, received 2025-10-14
Participants, beginning of year510Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014123321NAL0001348467001, received 2025-10-14
Active participants405Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014123321NAL0001348467001, received 2025-10-14
Participants, end of year519Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014123321NAL0001348467001, received 2025-10-14
Participants with an account balance514Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014123321NAL0001348467001, received 2025-10-14
Total assets, beginning of year$78,382,191Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014123321NAL0001348467001, received 2025-10-14
Total assets, end of year$88,358,004Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014123321NAL0001348467001, received 2025-10-14
Net assets, end of year$88,358,004Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014123321NAL0001348467001, received 2025-10-14
Total income$20,613,587Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014123321NAL0001348467001, received 2025-10-14
Net income$9,975,813Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014123321NAL0001348467001, received 2025-10-14
Employer contributions$3,287,818Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014123321NAL0001348467001, received 2025-10-14
Participant contributions$4,842,214Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014123321NAL0001348467001, received 2025-10-14
Other contributions (incl. rollovers)$1,825,646Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014123321NAL0001348467001, received 2025-10-14
Total contributions$9,955,678Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014123321NAL0001348467001, received 2025-10-14
Benefit payments$10,551,691Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014123321NAL0001348467001, received 2025-10-14
Total expenses (incl. benefit payments)$10,637,774Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014123321NAL0001348467001, received 2025-10-14
Total administrative expenses$79,149Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014123321NAL0001348467001, received 2025-10-14
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014123321NAL0001348467001, received 2025-10-14
Recordkeeping fees$51,398Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014123321NAL0001348467001, received 2025-10-14
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014123321NAL0001348467001, received 2025-10-14
Investment advisory and management fees$27,751Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014123321NAL0001348467001, received 2025-10-14
Administrative expenses excluding investment management$51,398derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014123321NAL0001348467001, received 2025-10-14
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014123321NAL0001348467001, received 2025-10-14
Held in common/collective trusts$53,247,321Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014123321NAL0001348467001, received 2025-10-14
Held in mutual funds$33,837,319Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014123321NAL0001348467001, received 2025-10-14
Independent auditorRYAN MANNSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014123321NAL0001348467001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014123321NAL0001348467001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $51,398yes
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $27,751no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014123321NAL0001348467001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$78,382,191$88,358,00412.7%
Participants with a balance5055141.8%
Administrative expenses$18,666$79,149324.0%
Recordkeeping fees per participantnot reported$100.00
Employer contributions$2,912,414$3,287,81812.9%

Prior filing 20240910121140NAL0003492099001, received 2024-09-10; the plan years are contiguous.

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Sponsor name as filed: W & T OFFSHORE, INC.; SEC registrant: W&T OFFSHORE INC (CIK 1288403, matched by EIN; display name from the Form 10-K cover).