Profit Sharing · DOL Form 5500 · 2022

Williams & Williams Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
52nd
Percentile by assets National rank
$604,908
Avg per participant High balance/head
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Official DOL plan name: Williams & Williams Retirement Plan · Sponsored by Williams & Williams · New York · Professional & Technical Services

$5M in assets, 9 participants

Williams & Williams's Williams & Williams Retirement Plan reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,824 in Professional & Technical Services (21,562 peers)

Williams & Williams multi-year trail

Williams & Williams's plans moved +30.9% in assets from 2022 to 2024; this filing shows Williams & Williams Retirement Plan at $5M / 9 participants.

#10,824
in Professional & Technical Services (21,562 peers)
-22.8%
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 & Williams Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Williams & Williams Retirement Plan vs every filed plan by assets

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

$5,444,172 Top 48% higher than 52% 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 & Williams Retirement 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 & Williams Retirement Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 161336957 · Williams & Williams PY 2022 · Profit Sharing

Williams & Williams Retirement Plan · $5M · 9 · 52nd

  • RANK $5M
  • PHOTO 9
  • IND 52nd
  • EOY Profit Sharing
  • 5500 near Bischoff Partners, LLC Profit Sharing Plan and Trust
  • ASSETS ind #10824

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 New York →

Williams & Williams Retirement Plan in the asset neighbourhood

Getz Funeral Home Inc. Profit Sharing PlanGetz Funeral Home Inc. Profi…$5MWilliams & Williams Retirement PlanWilliams & Williams Retireme…$5MBischoff Partners, LLC Profit Sharing Plan and TrustBischoff Partners, LLC Profi…$5MComputer Data, Inc. Employee's Profit-Sharing Plan & TrustComputer Data, Inc. Employee…$5MWine Country Ventures Inc. Profit Sharing PlanWine Country Ventures Inc. P…$5M
End-of-year total assets ($M) among Williams & Williams Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Williams & Williams multi-year asset trail

Sponsor-wide plan assets over time

All Williams & Williams plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.926465952949318% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.44M $7.13M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 9 $6M
2024 1 9 $7M

Williams & Williams filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN161336957
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Williams & Williams Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Williams & Williams Retirement Plan, Total assets ($B): 0.005444172 · Participants: 9Williams & Williams Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Williams & Williams Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Williams & Williams Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Bischoff Partners, LLC Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 & Williams Retirement Plan assets move in 2022?
Williams & Williams Retirement Plan declined sharply - down 22.8% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Williams & Williams plan assets changed over time?
Across 3 plan years on file (2022-2024), Williams & Williams's sponsor-wide assets grew 30.9%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Williams & Williams Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bischoff Partners, LLC Profit Sharing Plan and Trust in IL ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Williams & Williams Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants, N/A in assets).