401(k) · DOL Form 5500 · 2022
Williams Heritage Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $393K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $196,555
- Avg per participant Above avg balance/head
Official DOL plan name: Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Williams Heritage Investments, Inc. · Texas · Manufacturing
$393K in assets, 2 participants
Williams Heritage Investments, Inc.'s Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan reported $393K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #1,350 in Manufacturing (20,602 peers)
2022 asset change
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan declined sharply 21.0% in 2022 ($498K → $393K) for 2 participants.
- #1,350
- in Manufacturing (20,602 peers)
- -21.0%
- assets change YoY
The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$393,109 16th percentile higher than 16% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 272886682 · Williams Heritage Investments, Inc. PY 2022 · 401(k)
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan · $393K · 2 · 16th
- ASSETS $393K
- ASSETS 2
- ASSETS 16th
- ASSETS 401(k)
- ASSETS near Partners in Learning in Education, Inc Profit Sharing Plan
- ASSETS ind #1350
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 Manufacturing retirement plans → · Plans in Texas →
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Williams Heritage Investments, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Williams Heritage Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $400K 1.7491331920663225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $393K |
| 2023 | 1 | 4 | $482K |
| 2024 | 1 | 4 | $400K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $498K |
|---|---|
| Net Assets (End of Year) | $393K |
| Net Income | -$104K |
| Employer EIN | 272886682 |
| Plan Effective Date | 2010-06-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Williams Heritage Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Partners in Learning in Education, Inc Profit Sharing Plan in CA ($393K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($393K here).
- Partners in Learning in Education, Inc Profit Sharing Plan (CA) $393K · 1
- Ruffigan Enterprises Retirement Plan (NY) $393K · 12
- Jvrg 401(k) Retirement Plan (MI) $393K · 197
- Wilday, Inc. 401(k) Plan (NY) $393K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.