401(k) · DOL Form 5500 · 2022

Williams Investment Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$417K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$104,367
Avg per participant Below avg balance/head
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Official DOL plan name: Williams Investment Fund, Inc. 401(k) Profit Sharing Plan · Sponsored by Williams Investment Fund, Inc. · Texas · Retail Trade

$417K in assets, 4 participants

Williams Investment Fund, Inc.'s Williams Investment Fund, Inc. 401(k) Profit Sharing Plan reported $417K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,420 in Retail Trade (9,519 peers)

Williams Investment Fund, Inc. multi-year trail

Williams Investment Fund, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Williams Investment Fund, Inc. 401(k) Profit Sharing Plan at $417K / 4 participants.

#2,420
in Retail Trade (9,519 peers)
+276.7%
assets growth YoY

Williams Investment Fund, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Williams Investment Fund, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$417,468 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Williams Investment Fund, 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 Investment Fund, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 862732835 · Williams Investment Fund, Inc. PY 2022 · 401(k)

Williams Investment Fund, Inc. 401(k) Profit Sharing Plan · $417K · 4 · 17th

  • ASSETS $417K
  • PCT 4
  • EIN 17th
  • RANK 401(k)
  • PHOTO near Riskey & Sons Tire and Auto 401(k) Profit Sharing Plan
  • IND ind #2420

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 Retail Trade retirement plans → · Plans in Texas →

Williams Investment Fund, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Williams Investment Fund, Inc. 401(k) Profit Sharing PlanWilliams Investment Fund, In…$417KRiskey & Sons Tire and Auto 401(k) Profit Sharing PlanRiskey & Sons Tire and Auto …$417KPuget Collision, LLC 401(k) PlanPuget Collision, LLC 401(k) …$417KBabrmc.Inc 401(k) Plan$418KNourishing Trends, Inc. 401(k) Profit Sharing PlanNourishing Trends, Inc. 401(…$418K
End-of-year total assets ($M) among Williams Investment Fund, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Williams Investment Fund, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Williams Investment Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$484K 16.043864439909168% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.48M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 4 $417K
2023 1 4 $637K
2024 1 8 $484K

Williams Investment Fund, Inc. filing trail (2022)

Total Assets (Beginning of Year)$111K
Net Assets (End of Year)$417K
Net Income$307K
Employer EIN862732835
Plan Effective Date2021-04-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Williams Investment Fund, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Williams Investment Fund, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000417468 · Participants: 4Williams Investment Fund, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Williams Investment Fund, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Williams Investment Fund, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Williams Investment Fund, 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 Riskey & Sons Tire and Auto 401(k) Profit Sharing Plan in PA ($417K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($417K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Williams Investment Fund, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Williams Investment Fund, Inc. 401(k) Profit Sharing Plan surged - up 276.7% during 2022, from $111K to $417K. Reported net income was $307K.
How have Williams Investment Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williams Investment Fund, Inc.'s sponsor-wide assets grew 16.0%, from $417K to $484K.
Where does Williams Investment Fund, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Williams Investment Fund, Inc. 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Williams Investment Fund, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riskey & Sons Tire and Auto 401(k) Profit Sharing Plan in PA ($417K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Williams Investment Fund, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862732835.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.