401(k) · DOL Form 5500 · 2022
Williams & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $76,439
- Avg per participant Below avg balance/head
Official DOL plan name: Williams & Associates, Inc. Savings and Investment Plan · Sponsored by Williams & Associates, Inc. · Minnesota · Professional & Technical Services
$5M in assets, 61 participants
Williams & Associates, Inc.'s Williams & Associates, Inc. Savings and Investment Plan reported $5M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,098 in Professional & Technical Services (21,562 peers)
Williams & Associates, Inc. multi-year trail
Williams & Associates, Inc.'s plans moved -18.2% in assets from 2022 to 2024; this filing shows Williams & Associates, Inc. Savings and Investment Plan at $5M / 61 participants.
- #10,098
- in Professional & Technical Services (21,562 peers)
- -31.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Williams & Associates, Inc. Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Williams & Associates, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,662,754 49th percentile higher than 49% 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 & Associates, Inc. Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams & Associates, Inc. Savings and Investment Plan is a small filing (61 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 411224279 · Williams & Associates, Inc. PY 2022 · 401(k)
Williams & Associates, Inc. Savings and Investment Plan · $5M · 61 · 49th
- EBSA $5M
- EBSA 61
- EBSA 49th
- EBSA 401(k)
- EBSA near Royal Automotive, Inc. 401(k) Retirement Plan
- EBSA ind #10098
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Williams & Associates, Inc. Savings and Investment Plan in the asset neighbourhood
Williams & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Williams & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.167289117118337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $5M |
| 2023 | 1 | 63 | $4M |
| 2024 | 1 | 56 | $4M |
Williams & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 411224279 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Williams & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Royal Automotive, Inc. 401(k) Retirement Plan in AL ($5M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.