401(k) · DOL Form 5500 · 2022
Alfred Williams & Company 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 267
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $111,622
- Avg per participant Below avg balance/head
Official DOL plan name: Alfred Williams & Company 401(k) Plan · Sponsored by Alfred Williams & Company · North Carolina · Retail Trade
$30M in assets, 267 participants
Alfred Williams & Company's Alfred Williams & Company 401(k) Plan reported $30M in total assets and 267 participants in its 2022 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.
- #8,605 in Retail Trade (9,519 peers)
Coverage in North Carolina
Alfred Williams & Company 401(k) Plan covers 267 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #8,605
- in Retail Trade (9,519 peers)
- +40.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alfred Williams & Company 401(k) Plan's outsized position by total assets
Alfred Williams & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,803,116 Top 17% higher than 83% 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
Alfred Williams & Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alfred Williams & Company 401(k) Plan sits mid-pack in the medium band (267 participants).
DOL schedule card
Filing strip 560715557 · Alfred Williams & Company PY 2022 · 401(k)
Alfred Williams & Company 401(k) Plan · $30M · 267 · 83rd
- PCT $30M
- EIN 267
- RANK 83rd
- PHOTO 401(k)
- IND near Wallis Companies 401(k) Plan
- EOY ind #8605
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 North Carolina →
Alfred Williams & Company 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$6M |
| Employer EIN | 560715557 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alfred Williams & Company)
Sponsor-wide plan assets over time
All Alfred Williams & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 31.16145305074812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $30M |
| 2023 | 1 | 306 | $35M |
| 2024 | 1 | 296 | $39M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Alfred Williams & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wallis Companies 401(k) Plan in MO ($30M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Wallis Companies 401(k) Plan (MO) $30M · 748
- Towerpinkster 401(k) Plan (MI) $30M · 182
- Ripple Labs 401(k) Plan (CA) $30M · 363
- Klingner & Associates, P.C. Retirement Plan (IL) $30M · 120
Similar participant headcount
Nearest other-state filings by covered participants (267 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.